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Case Study

  • Black women owned investment company (Angel investors)
  • Number of members: 35
  • Established: 2019
  • Domicile: South Africa
  • 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)

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

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)
investment portfolio diagram
investment portfolio diagram

Investment returns disclaimer: Past performance is not a guarantee of future returns