What we do

Vision

Be the go-to platform for investors who seek to tackle their private investment exposure with a professional, cost-efficient and fully aligned approach

Positioning

Calista Direct Investors are specialist investors and advisers in private markets: Private Equity & Venture Capital (PE & VC).

Investment sourcing and selection

Extensive proprietary network to source opportunities for both Directs and Funds

PE/VC Portfolio Monitoring

We leverage 50+ years of cumulative relevant experience to originate and select proprietary opportunities with risk/reward profiles tailored to our clients’ needs.

Strategic Sector Review

In-depth analysis of macro trends, value chain, competitive landscape and expert insights

Dedicated SPVs

Theme-based SPV for investors, for which we can support the structuring effort, investment strategy and fundraising

Ad hoc Due Diligence mandates

Ad hoc analysis and review of Directs and Funds also sourced by our families or Calista

Knowledge sharing

Dedicated events and webinars with experts led by Calista top management and advisers

Investment sourcing and selection

Extensive proprietary network to source opportunities from both Directs and Funds

PE/VC Portfolio Monitoring

We leverage 50+ years of cumulative relevant experience to originate and select proprietary opportunities with risk/reward profiles tailored to our clients’ needs.

Strategic Sector Review

In-depth analysis of macro trends, value chain, competitive landscape and expert insights

Dedicated SPVs

Theme-based SPV for investors, for which we can support the structuring effort, investment strategy and fundraising

Ad hoc Due Diligence mandates

Ad hoc analysis and review of Directs and Funds also sourced by our families or Calista

Knowledge sharing

Dedicated events and webinars with experts led by Calista top management and advisers

Areas of Expertise

Our high conviction Sectors

Sectors we focus on stem from previous experience of our team and are meant to sustain any phase of economic macrocycle. The companies we source and select for our investors are niche disruptors and leading Family-owned /led businesses; they can be primary opportunities or co-investments alongside GPs. We also select niche fund managers that have pioneering expertise in their fields. Our pipeline also includes selected opportunities in other sectors that our investors favour.

Consumer Goods & Services

B2B2C and D2C with a disruptive angle and leveraging new technologies

DeepTech

Disruptive innovations – Transformative software, AI- enabled technologies

Family Businesses

Old is the New Economy. Cashflow generative small and mid caps that are undervalued

FinTech

With a focus on payments and wealth management

Food

Value chain, Distribution, waste reduction, productivity

GreenTech

Energy efficiency, urban transport, services

Healthcare

Services, therapeutics, MedTech, silver economy

Luxury Disrupters

Focus on digital & disruptive brands that pre-empt the cycle and break new ground

PropTech

Digitalisation of the construction industry

Sport Tech

Digitalisation of the sports industry

Sourcing and Selection

We receive up to 10 opportunities per week but shrink our selection to 5 active deals (directs or co-investments). Currently we have   ̴350 near-term opportunities in our database, of which 10 are active live deals (directs).

We are highly selective with the deal opportunities we receive every week. If we see the potential and we feel the concept is promising, we follow a strict procedure to advance with our active directs.

We follow a rigorous process of selection with a mix of internal investment committee review and external trusted experts.

01

Weekly update of the database

02

Weekly review and high-level selection

03

First dig into opportunity (Q&A) based on template questionnaire

04

Rigorous desktop and field review (market, experts)

05

Preliminary assessment memo
300

opportunities / year

Ad hoc capabilities to support family-led vehicles end to end

Structuring

Marketing materials

Fundraising strategy

Investment sourcing
& selection

Deal-related support (IC)

Post-investment monitoring / Board Representation

Media Strategy

IR support

Administrative support

Calista Research Capababilites

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  • Deal sourcing and selection