Our Investment Approach
Our Objective
The principal investment objective of the Fund is to invest in expansion stage private companies and generate superior returns for investors. The Fund relies on the Investment Team’s deal flow, skills and experience to review, select, negotiate and manage investments across a portfolio of companies with strong return potential. We take an active approach to managing the investments in the portfolio and believe such an approach can add value to the investee company and optimise the return potential for Investors.
Our Investment Philosophy
CVC applies a strong set of principles to pre-IPO and expansion stage company investments – we focus on a positive and productive outcome for our investee companies.
People
Execution is key: backing the right people to deliver on the plan
Protection / Structure
We seek downside protection with mutually agreed investment terms and a clear shareholders agreement for all investors
Conviction
Looking to make high conviction investments in companies we understand
Exit Potential
Select opportunities that have a clear line of sight to a liquidity event and a definable catalyst
Value
Entry point is critical for investment returns;
We focus strongly on input and guidance for the company as they consider a liquidity event
Active
We have a demonstrated ability and preparedness to drive an outcome, take board seats and advocate for change when/if required
Our Value Add
CVC ECF takes an active, hands on approach in managing investments and has a track record of investing in high quality companies and helping management teams achieve their growth objectives.
- Highly successful approach in supporting emerging companies through to the next stage of growth and realising their full potential and value
- Deep experience across portfolio management, strategy, corporate governance, equity capital markets and capital structures
- Expansion capital to fund organic growth or execute acquisition opportunities
- Ability to secure growth and expansion capital with minimal disruption to the broader business
- Support management teams to execute on growth opportunities faster and with greater clarity
- Support companies through to an IPO, private equity or trade sale
- As a minority shareholder, we are fully aligned on the strategic direction of the company
- Board representation provides assistance in strategy development, commercial advice and decision making
