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.

Strong track record
  • 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
Strategic capital
  • Expansion capital to fund organic growth or execute acquisition opportunities
  • Ability to secure growth and expansion capital with minimal disruption to the broader business
Growth or expansion opportunities
  • Support management teams to execute on growth opportunities faster and with greater clarity 
  • Support companies through to an IPO, private equity or trade sale
Cultural alignment
  • 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