Managing Illiquid Wealth

Our entrepreneurs and clients are founders and shareholders of the fastest growing private companies in the world. They have invented unique technologies and are scaling global businesses.
 
Their companies have raised multi-million investment rounds from the most reputable institutional investors, specialists in their market.

However, before meeting us, these entrepreneurs remained extremely wealthy only on paper. Facing constant financial pressure in their everyday personal life, without being able to benefit from the true value of their wealth.

Unbalanced Portfolio

A saying that dates back to 1615 is considered today the underlying investment philosophy of all the most prestigious financial institutions.

 "It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket." - Miguel Cervantes
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​The lion's share of the wealth of our entrepreneurs is tied to the performance of their one company.
 An undeniable specific risk, even when their companies are soaring.

Learn More about Exchange Funds

Collective Equity 

A unique solution for our entrepreneurs who own large positions, but of only one company. A company we must believe in, have demonstrated its growth, and been approved by our due diligence team as well as our investment committee.

To these selected shareholders, we offer the opportunity to pool a part of their holdings with shareholders of other companies. In doing so we provide our clients the benefit of participating in the future liquidity events of each other's companies without giving up ownership.

For the underlying companies, we do not disrupt the cap table nor the board, and in return create a synergistic network that will be beneficial for your growth.

CEO I LP

Liquidity Solution

Financial stress results in a dimmed business acumen, rushed long term strategic decisions, and overall negligence to day to day operations. The liquidity we offer is aligned with the voyage of our clients.

To our clients we provide partial liquidity upfront, through packaging our collective equity fund, and increased exposure to return on equity overtime by participating in the returns of the portfolio.

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Strategic Asset Allocation

A diversified portfolio is one that has uncorrelated outcomes due to different industry actions and reactions.

Having exposure to more companies, including your own, increases the probability of our clients to see returns on their equity.

Portfolios are diversified as a function of industry and maturity, removing market risk and specific risk.

Diversification

Team
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​Archimede ​Mulas
Partner

Brian Pallas
Partner

Mike Royston
Partner

Tristan Schnegg
Partner

 

Wealth of Knowledge
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 DARREN WESTLAKE is a serial tech entrepreneur, having exited two companies prior to launching Crowdcube in 2011. Darren pioneered the crowdfunding industry in the UK, changing FCA regulations  and democratising access for retail investors to back early and late stage companies. Crowdcube helped fund three UK unicorns, Brew Dog, Revolut and Monzo, on top of more than 1'000 other companies. Just in 2019, they helped companies secure over £125m in investments. Crowdcube is backed by some of the most prestigious VC funds in the UK, including Balderton and Draper Esprit.
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ARNIE SRISKANDARAJAH  is the Managing Director at Round Hill Ventures, a €100m+ venture capital firm, backing companies in the built environment. He is an active angel investor with 10+ investments. He was a C-suite executive at HelloFresh (pre-IPO), Bloomsbury AI (acquired by Facebook), and The Collective. He co-founded and was Managing Director of The Elevator, an early stage investment fund backed by The Collective and a UHNW investor. Arnie was named in Wired's 100 "Most Influential People in Tech" and appeared in Forbes 30 Under 30.

CHARLES SONGHURST  is a technology investor.
Charles was previously General Manager of Global Corporate Strategy at Microsoft and focused on partnering and M&As. He ran the Yahoo Acquisition and commercial deal, and drove the Skype acquisition. Before running Corporate Strategy, Charles was focused on the emergence of Google and the growth of the search industry. He now invests in a wide range of start ups. He is particularly focused on enterprise SaaS and deeptech but also has stakes in biotechnology, cyber and quantum companies. Charles received a Bachelor degree in Politics, Philosophy and Economic at Oxford University.

MARK BOWER  is a professional investor and an advocate of Collective Equity Ownership. He has an extensive background of almost 20 years on Wall Street. He was the Head of Emerging Markets for Bienville, a $2.5bn multi family office in New York. Before that, he researched equities for Argonaut and Prince Street Capital Management. Mark also serves as a private investor in over a dozen companies in aa variety of industries and geographies. He was an early investor in Qulia Labs, Opportunity Network, Medefair and 84 Collective in Vietnam. Finally he serves as the Chief Commercial Officer for Life & Soul Pictures in London.

BARRY LAWSON  has over 25 years of experience in private equity and venture capital. Barry was strategic in rasing more than 20 funds with total value over €10bn AUM. He has held senior positions within 3i Group, Bridgepoint Capital and the UK Government owned CDC Group Plc. In 2016 was a co founder of The Fund Incubator Limited, an FCA authorised manager of small VC funds. Barry served for over 10 years as member of the BVCA’s Regulatory Committee before stepping down in Summer 2015. He lectures on behalf of Invest Europe and is the leader of their Regulatory and Legal Master Class.

Partners
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