AVANA Companies’ Post

Exciting news from AVANA Companies! Our latest fintech venture, EqualSeat, has officially launched! This innovative #privatecredit investment platform grants accredited investors access to high-quality commercial debt opportunities. As my brother and AVANA's CEO/Co-Founder, Sundip Patel, explains, “Debt investing historically has excluded certain groups, reserving high-quality investment opportunities for the wealthy few. The team at AVANA Companies is leading the way to democratize access to impactful investments, empowering everyday investors to build sustainable portfolios aligned with their personal values and make a positive impact on their communities.” EqualSeat is poised to transform how individual investors diversify their portfolios, and we’re beyond proud of our team members who helped break this new ground. #fintech #impactinvesting #investing #investingadvice #avanafamily #equalseat #investingstrategy

Proud to see EqualSeat launch. In ovative technology solutions to solve real world problems is why I coach and consult with such innovative companies. #midstageinstitute #fintech #accelerate #dogood

Kameo raises £1.1m investment from Incore Invest for property lending platform growth Kameo Sverige, a leading investment platform in Scandinavia, has recently bolstered its foundations with a significant £1.1m investment from Incore Invest, as part of a broader £2.26m share issuance. Read the story here: https://loom.ly/7MlFWXc #FinTech #Investing #Funding

Now as one of the leaders and owners of Zab Capital Holdings, I am re-posting my thoughts on the investment criteria from the SWF and FO POV: 1) We don’t invest in other funds: a) Funds in general return about 12% to 20% across all asset classes but our direct investments easily get 25%+. We can control the terms of the deal in direct investments. So it doesn’t make sense to park money in a fund for a five year lockup. b) If we do invest, it will be with the global financial firms because they have a long track record that we can trust. 2) Because our clients/investors have readily dry powder, $300B+, with about $17T AUM, they are very selective about what projects to invest in. They can afford to be. So at a minimum, 3x returns over 5 years. 3) We will only invest if they have significant control of the deal. If you come with an offer of 30% or less in equity, we will pass UNLESS, you are a well known global institution/company. Love doing JVs and co-invests with the big players ONLY. 4) We are NOT interested in startups. Prove your model first and then we can talk. Not talking about a MVP but actual paying clients or long term off take agreements at best. 5) NO REAL ESTATE DEVELOPMENT PROJECTS. Preference is to acquire real estate when the project is complete with rent paying tenants locked up. 6) We source projects globally and will use political angle (FDI) as our investors have established contacts with PMs or Presidents of any country. 7) The investors want benefits of the project flow back to the Middle East or Asia ie technology transfers or exports back to the investors’ home market. 8) Minimum ticket size is $1B+. Less chance of fraud and more professionals are involved ie attorneys/bankers. We do have projects at the $200M funding level BUT these are opportunities where we are talking about 4x in five years and 8x in six years where we can see a multibillion exit. 9) We engage known investment bankers but principals is our focus. Daisy chain deals are prohibited and you will be locked out of all deals if you try. 10) Exclusivity is key. Shopped deals will be passed. 11) Open to all industries and technology. 12) If we provide equity capital, we will require first right of refusal on the debt piece as our investors have a global network of banks. 13) No project is too big. We have a project that we are looking at $50B+ 14) RELATIONSHIPS/TRUST/INTEGRITY are key. Someone gave me that chance to develop a Wall Street Career and I am grateful for that. It’s why I love working with new faces who may not had the same type of training and experience. However, your work ethic better be on point. You have to love what you are doing because you will be a free man/woman. If you don’t, then you are enslaved other people’s expectations. Patrick Misiewicz, MSLSCM covers Latin America, Africa, and Europe Conrad Metz covers the North America/AUS/NZ Michael Kim covers Asia Michał Szymon Kąkol and I will cover CEE.

🚀 Exciting News! One of our most anticipated features, the Smart-Reinvest tool, is now live! 🟢 This highly requested tool is finally here, and we can't wait for you to try it out. However, please note that access to the automated investment tool may vary. Existing investors can check the availability of the Smart-Reinvest tool in their #Nectaro cabinet by navigating to My profile -> S&A assessment If you've been waiting for this tool, now is the perfect time to create an account:https://lnkd.in/dY3unQGQ #Investment #FinTech #SmartReinvest #NectaroPlatform #InvestSmart #NewFeature #AutomatedInvesting #InvestorUpdate #FinanceInnovation #InvestWithNectaro

"The Prosperity Group: Your Expert Funding Consultants. Empowering our clients with the knowledge to secure capital for personal and business needs. In 2020 alone, we facilitated a remarkable $6.9 billion in unsecured term loans for our clients. Our financing has played a pivotal role in fueling startup ventures, real estate investments, bolstering working capital, fulfilling personal requirements, and much more. We're not just a funding source; we're your financial partner on the path to prosperity."

ON Closes $25M Financing

We are delighted to be working with Cadarn Capital and its Managing Director David H.. Capital at risk*. Find out more about Cadarn: https://lnkd.in/eEy3-nvr Explore ICGT: https://lnkd.in/eWvB9-9G   #PrivateEquity #ListedPE #InvestmentTrusts #Investing   * Investments involve risks, including the risk of capital loss. Past performance is not a reliable indicator of future results.

A syndicate, in the context of finance and investment, refers to a group of individuals or entities that come together to pool their resources, typically capital, for a specific purpose. Syndicates are commonly formed for various financial activities, including investing in startups, funding large projects, underwriting securities, or participating in complex financial transactions. The primary goal of a syndicate is to spread the financial risk and enable participants to collectively achieve objectives that might be challenging to accomplish individually. Here's a more detailed explanation: Pooling Resources: Syndicates are formed to aggregate financial resources from multiple participants. Each member contributes a portion of the required capital, which, when combined, forms a more substantial fund. This pooled capital can be used for investments, loans, or other financial endeavors. Risk Sharing: One of the key benefits of syndicates is risk mitigation. By sharing the financial burden among members, the potential for individual loss is reduced. This risk-sharing approach is particularly valuable for high-risk investments or large-scale projects where the consequences of failure can be significant. Specialization: Syndicate members often bring different skills, expertise, and industry knowledge to the group. This diversity allows for specialization in areas such as due diligence, decision-making, and risk assessment. In the context of startup investments, for example, syndicate members may include industry experts who can provide valuable insights and mentorship. Deal Participation: Syndicates are commonly involved in investments, particularly in venture capital and angel investing. A lead investor or lead syndicate organizer often takes the primary role in evaluating investment opportunities and negotiating terms. Other members participate by contributing capital to the investment. Deal Structuring: Syndicates collaborate to structure the terms and conditions of an investment. This may involve determining the amount of capital to invest, the ownership stake or equity to be acquired, valuation of the investment, and any specific provisions that govern the deal. The lead investor often plays a central role in deal structuring. Project Financing: In the context of project finance, syndicates provide funding for large infrastructure projects, real estate developments, or other initiatives that require substantial capital. Project financing syndicates may include banks, private investors, and other financial institutions. In summary, a syndicate is a collaborative and risk-sharing financial arrangement in which multiple participants come together to achieve a common objective. #syndicate #leadangels #beyondangelinvesting #wealthcreation #valuecreation

Wealth management platform Sidekick raises £8.5m in debt and equity. 📈 London-based wealth management platform Sidekick has raised £8.5m in a combined debt and equity investment. Founded in 2022, Sidekick is a platform aimed at founders, tech workers, lawyers and similar professionals who want to invest beyond picking stocks but don’t know what the next steps are. “We’re looking to address the growing inequity of wealth creation and let the money of hard-working entrepreneurs and professionals work harder,” said Sidekick co-founder and CEO Matthew Ford. ➡️ https://lnkd.in/e3bnXSur 🔗 #fintech #wealth #funding #investment #tech #equity #UKtech