Case Study
- INVESTOR/ CLIENT
- Black women owned investment company (Angel investors)
- Number of members: 35
- Established: 2019
- Domicile: South Africa
- INVESTMENT CRITERIA
- Responsible investment (ideally black and women-owned)
- Generates more than 9% annual return
- Investment presents an opportunity for growth (Quantitative & Qualitative growth including education & expansion for members)
- INVESTMENT MANAGEMENT SERVICES
Deal Sourcing
- Source investments for member approval
Transaction evaluation and limited Due Diligence
- Prepare investment Papers & member voting mechanism
- Promote the investment into black-owned, women-owned businesses that have clear impact and/or ESG outcomes
Investment structuring & reporting
- Regular reporting of investment performance (as agreed)
- Support finance with AFS drafting and tax submission process
Value addition & investment realisation
- Ongoing monitoring of investments
- Member education regarding the various investment products
- INVESTMENT MANAGEMENT SERVICES
Five investments into:
- One impact-linked loan support women entrepreneur
- Five investments into black-owned and/or women-owned investments
- Generate 18.6% return (net of fees)
- IVESTMENT GROUP STRUCTURE
Investment returns disclaimer: Past performance is not a guarantee of future returns