How do we select opportunities?

A due diligence is an investigation, audit or review performed to confirm the facts of the investment opportunity under consideration. Investae attaches utmost importance to the realization of a due diligence. Our primary objective when performing a due diligence is to answer four basic questions:

01 What are the expected investment return characteristics?
02 What is the investment risk profile?
03 Are the investment managers skilled at doing their job?
04 Do we believe the transaction is fair to both parties?

Investae Due diligence process

01
Initial screening
The initial screening consists in identifying investment opportunities which characteristics are aligned with our investors’ expectations and preferences
02
Investment analysis
This means comparing the yield with the market, assessing how much this particular investment is better or worse than others and how worthy it is to invest.
03
Portfolio intelligence
We will answer the question of how this investment opportunity can be a fit to investors’ portfolio and what does it bring to investors’ asset allocation.
04
General analysis
We will confirm basic facts, such as existence, period of existence, organizational and legal form, legal address, paid-up capital, and so on.
05
External Credit rating
Credit rating reliability is set by rating agencies (S&P, Fitch, Moodys, ARC Ratings, CreditSpectrum, Euroratings, etc), evaluating a variety of factors. When available we will review the credit rating.
06
Risk mitigation policy
We will assess how the investment opportunity is protecting investors’ interests. We will identify factors at risks and how the company is mitigating these risks and we will assess the different scenarios under which the investment may reach its objective.
07
Financial analysis
We will review the financial analysis done by auditors.
08
Exit strategy
We will assess the different exit routes that investment managers resort to.
09
Legal opinion
Whenever necessary, we will require a legal opinion from a law firm. A law firm may for example examine the structure of the investment and issue a legal opinion that describes whether the transaction is legally structured and which investors type of investors may purchase it.
10
Meeting with firm management
We will organize a face-to-face / online meeting with the firm management.
11
Periodical monitoring
We will constantly be monitoring the investment offer through news, report and market ratios and return expectations. Whenever necessary, rebalancing may be suggested.

How do we do coaching

In the seventeenth century, the French statesman Cardinal Richelieu relied heavily on the advice of Father François Leclerc du Tremblay, known as France’s éminence grise for his gray monk’s habit. Like the famous cardinal, today’s advisors have their gray eminences.

Capital Raising Coaching :

“a process whereby an advisor meets on a regular basis to clarify goals, deal with potential stumbling blocks, and improve their performance with practical solutions.”

Very few advisors have the time to research about the sales and marketing best practices of capital raising. Our research department is constantly reviewing marketing and sales best practices in the field of capital raising. Moreover, with over 80 coaching delivered each, we are constantly feeding our coaching with field-tested best practices from other advisors.

Why hire a coach ?

Develop or learn new skills

Implement a clear methodology to attract investors

See sales and marketing more clearly

Understand investors’ fears and expectations.

Learn new ways to respond

Leverage your existing strengths

Resolve challenging situations

(e.g. skeptical prospects, investors ignoring emails…)

Boost your results in terms of capital raising

About Us

Investae is a boutique investment firm specialized in alternative assets. We understand that more and more investors are shifting to alternative investment in order to boost returns, generating regular income, providing diversification from traditional investments.

Investae Team

Gerald Autier

Managing Partner

Connect to keep track of the latest trends about capital raising and alternative investments

Gerald provides expertise in the capital raising advisory as well as the alternative investment advisory. He worked 15 years as a wealth advisor to HNWI. He advised over 100 alternative investment funds in their capital raising strategy. Gerald is the author of several books on alternative assets. He teaches a class on investment strategy at the Russian Presidential Academy. Gerald is also a member of the board of the Hedge fund Committee of the National Alternative Investment Management Association.

Nikita Dolgiy

Managing Partner

Connect to keep track of the latest trends about growth capital and M&A

Nikita is in charge of capital markets. Over the past 5 years, he has been purposefully involved in public and private transactions: M&A, DCM and ECM. Under his leadership, businesses are preparing and entering into bond offerings or equity deals in the US, EU and Russia. Nikita has been published on Forbes, E-xecutive and other publications. He is also a mentor at the SKOLKOVO business school.

Vladislav Petlenko

Managing Partner

Connect to keep track of the latest trends about growth capital and M&A

Vladislav actively manages the management company. He is also in charge of all aspects of Financial Markets business, including setting-up and administrating of trading desks, funds and management companies, financial and risk modeling, stress testing, traders staff management, investment portfolios and products development and FICC, derivatives and stock trading.Vladislav successfully serve a wide range of clients, including investment corporate professionals and nonprofit organizations. Vladislav is regularly invited as an expert on RBC TV, Moscow24 and others financial and business TV.

Quentin Monjiols
Account Manager
Maxim Polityko
Account manager
Elisabeth Teiro
Personal Assistant
Svetlana Kuzmenko
Legal Adviser
Anna Sokolidou
Financial Writer
Tatevik Galoyan
Project Manager
Daria Pomiliajko
Marketing Manager

What are alternative investments?

There are two main types. First are private assets such as private equity, private credit / private debt, private real estate and passion investment (art, wine, collectibles). These instruments are generally more complex and less frequently traded than public markets, they are consequently less liquid but also less volatile.

The second type is Hedge funds. Hedge funds operate mainly in public markets but use less traditional tools such as short-selling and leverage.