Case studies
Architecting a Multi-Billion Euro Investment Vehicle
This case study demonstrates our ability to operate at the intersection of grand vision and institutional finance, architecting a sophisticated, large-scale investment platform from the ground up.
Our action
Engaged as the lead strategic and financial architect, our role was foundational and all-encompassing. We didn't just advise; we built the platform alongside the founding partners.
Architected the Investment Thesis: We translated the client's vision into three core, high-growth investment pillars: the Space Economy & AI, Advanced Infrastructure, and Core Human Empowerment (Health, Media & Wellness).
Generated the Entire Deal Flow: We conducted a targeted, global search for elite, profitable companies that aligned with the foundation's strict financial and ethical criteria. This involved sourcing and vetting opportunities across multiple continents.
Structured the Investment Vehicle: We advised on the creation of a sophisticated multi-billion Euro investment structure, including a holding company and a dedicated LP, designed to attract strategic institutional capital.
Assisted in the Capital Raise: We were instrumental in preparing the materials and strategy for the initial €1.5B+ capital raise, positioning the vehicle for a successful launch.
The result
Within six months, we transformed our client's ambitious vision into a fully-realized, actionable investment platform.
We delivered a curated, proprietary pipeline of five initial companies with signed SPAs, representing over €1 billion in initial deal value. This foundational pipeline provided the tangible proof needed to secure the first tranche of capital.
Ultimately, we successfully architected the cornerstone of a multi-billion Euro investment vehicle, providing the founders with a clear, executable roadmap to realize their vision of driving both exceptional financial returns and profound global impact.
