Personalise Your Investment Experience
Invest Direct is first and foremost a community of savvy investors, including wealth managers, private banks, investment funds and clubs, as well as accredited private individuals.
The provides companies listed on the platform that have been independently analysed and evaluated by our trusted partner.
We require each company to be analysed by an independent partner to ensure the accuracy and reliability of the data. This level of transparency allows you to make informed decisions and to optimise the management of your investments.
- Access previously assessed investment opportunities for free
- Diversify your asset allocation in private companies
- Total control over the choice of investments, enabling diversified asset allocation
- Get free access to exclusive investment opportunities for your clients or prospects
- Leverage the expertise of an independent firm to assess and valuate the opportunities you receive through your own network
- Benefit from a platform that is accessible 24 hours a day and constantly updated
- Assets under management remain within clients’ portfolios when an ISIN code is provided
- Transparent revenue model for these assets
- As an investment bank or M&A professional, access a new category of qualified investors for your deals
- Present new, previously validated investment opportunities to your members, have a company appraised, facilitate the exit of a shareholder
- Exclusive access to previously assessed companies and a network of qualified investors
- Benefit from personalised support and valuation by our independent partner
- As an investment fund, you benefit from unique opportunities to find co-investors
- Offer a community of new investors the opportunity to participate in rounds of financing for your portfolio companies
* Private Equity is only suitable for investors who are qualified or considered to be qualified Swiss law (LSFin art 5, al.1-2). Invest Direct is aimed at professional investors who understand and accept the specific characteristics of Private Equity. These investments present significant risks of partial or total loss of capital
An approach designed to maximise your chances of success: Invest Direct connects companies seeking finance with visionary investors
Successful fundraising is about providing objective, tangible evidence to investors. Invest Direct is client experience centric: we are at your side and ready to guide you through every stage of the fundraising process to achieve your goal. Invest Direct gives access to a community of savvy investors, including wealth managers, private banks, investment funds and clubs, as well as accredited private individuals.
- Raise funds, find a buyer, sell a minority stake
- Obtain an independent assessment or valuation of a company
- Securitise your capital and make it transferable between financial institutions
- Calculate the value of your company for your shareholders on a regular basis
- Use the tools of the trusted third party in Private Equity
- The technology and agility of the Invest Direct marketplace
- A reliable, independent analysis system
- On-demand internal support services
- Confidentiality and security of data and transactions are guaranteed, with our platform hosted in Switzerland on a sovereign cloud
- Organization of digital and physical events
- Our trusted partner provides independent analysis and valuation services (e.g., valuation, due diligence, technology audit, and IP audit). You receive an accurate and impartial assessment of your business
- Contact with an independent service provider for the creation of an ISIN code: securitization system allowing transferability between financial institutions, implemented via a dematerialized procedure
*We offer a basic analysis and service for a competitive fee of CHF 11,000. We then charge a 4% commission on funds raised through our platform, ensuring that our interests are aligned with your success. Vendor Due Diligence: Tailored Offer.
Simplified access to financing, reserved for institutions
Invest Direct offers a digital marketplace experience that connects reliable companies with qualified investors in Switzerland and abroad. It guarantees confidential, secure, and fast exchanges. Investment opportunities are independently analysed in advance.
The pivotal role of Invest Direct
- Stable, long-term investor community, providing privileged access to stable capital
- Securitisation made easier thanks to our network of specialized independent partners
- Independent analysis and valuation service by our exclusive partner
- Support at every stage of your fundraising process, from initial valuation to closing
Invest Direct: the marketplace
- Dedicated personal space
- Access to detailed company files, published once all the information has been validated (stage of development, valuation, sector of activity, location, type of operation proposed, latest news
- Reports and certifications are available upon request
- The platform offers a 100% Swiss experience: confidentiality and security are guaranteed, thanks to our platform hosted in Switzerland on a sovereign cloud
Why Invest Direct?
24/7 direct access to our private investment platform, designed for seamless navigation.
Companies due diligenced, monitored and rated by Apollonian, an independent analysis company.
A solid community of investors with privileged access to Private Equity market.
Secure transactions and protected data to ensure trust between investors and companies.