Control positions in Iberian mid-market companies, with full proximity to management. Twenty years operating across complementary fronts.
https://www.youtube.com/watch?v=zluFcruzh7g&showinfo=0
OUR APPROACH
A disciplined but agile, proactive, and responsible investing approach, aiming at long term and sustainable value creation
Different asset classes. One thesis.
01
Private Equity & Growth
The Core of the Platform
Strategies
Buy & Build
We build platforms from the ground up through strategic acquisitions in fragmented markets. We invest in businesses with strong fundamentals — scaling, integrating and capturing operational synergies to create market leaders.
Mid-Market Buyouts
We acquire control positions in mid-cap companies with solid fundamentals. Focus on professionalisation, operational efficiency and international expansion to build leaders in their segments.
Large Cap Deal-by-Deal
Selective investments in large-scale opportunities, executed alongside strategic partners. Focus on complex deals with bespoke structuring and significant value-creation potential.
Growth & Innovation
Vehicle focused on backing Portuguese SMEs that develop new scientific or technical knowledge, or leverage R&D outcomes towards the improvement of products, services or manufacturing processes. Investments are structured around eligible expenditure under the SIFIDE II regime, Portugal’s leading tax incentive programme for business innovation, enabling companies to unlock material tax credits while accelerating their international expansion or strategic repositioning.
Investment Scope
Sectors
Fundamentally resilient, structurally supported
Ownership
Control to enable change
Target Profile
Ambitious businesses across the growth spectrum
Deal Type
Complexity as a competitive edge
Geography
Portugal-led, Europe-enabled
02
Real Estate
Development & Yield
Development discipline, platform ambition. Prime residential and hospitality in locations that combine scarcity with structural demand.
Strategies
Development
Residential
Residential projects in prime locations, with strong product-market fit. Licensed developments, efficient capital structuring and defined exit strategies.
Hospitality
Repositioning and development of hotel assets in urban or lifestyle-driven areas. Focus on yield improvement and ESG-compliant value creation.
Student & Senior Living
Development of purpose-built living platforms for students and seniors. Emphasis on occupancy visibility, operational quality and institutional, scalable assets.
Real Estate Income Funds
Portugal’s largest open-ended real estate fund manager. Open-ended funds providing Portuguese savers with access to stable real estate returns — across a diversified portfolio of 137 assets and more than €2.7 billion under management.
Investment Scope
Build-to-Rent
Development and operation of purpose-built rental platforms
Build-to-Sell
Urban development with defined exit strategies
Repositioning
Revitalisation of existing assets for new uses
Hospitality
Special situations and real-asset strategies
03
Venture Capital
Shilling · Early-stage technology
Operating under the Shilling brand, our venture arm sits close to Portuguese founders from day zero — the lab that keeps us ahead, with learnings that inform digital transformation across our PE portfolio companies.
Strategies
Early Stage
An early-stage fund that backs founders from day zero — at pre-seed and seed — with conviction, speed and deep founder-led support. Built on a profit-sharing model and powered by a unique base of Founder LPs.
Series A/B
Vehicle to keep backing the most promising Portuguese startups as they scale globally. It lets us follow our top portfolio performers — concentrating capital on breakout winners and capturing the momentum of one of Europe’s most active tech hubs.
Investment Scope
Sectors
Critical industries — AI-native and digitally-driven
target Profile
Exceptional founders, at first institutional rounds
Deal Type
Capital efficiency, ownership discipline, global ambition
Aggregate Portfolio
100+ companies
04
Fund of Funds
PRIVATE EQUITY FUND OF FUNDS
A diversified portfolio of leading European private equity funds, built specifically for Portuguese private investors and family offices — a category of access that has historically been the preserve of large institutional allocators.
Investment Scope
Strategy
Primary commitments to 8–12 top-tier PE funds, with selective secondaries
Stage
Primarily buyout, with selective growth exposure
Geography
Western Europe with selective exposure to North America
Diversification
~100+ underlying companies across sectors and vintages
Status
In structuring — 2026
Value creation
Disciplined but agile investment process
Draycott’s investment process involves a thorough selection process, including deep market analysis and rigorous due diligence performed together with sector experts, following a disciplined approach, in a standard manner that allows for strong agility
Active support to portfolio
Draycott actively partners with its portfolio companies to create value through sustained growth and profitability, with the direct support of a dedicated team focused on portfolio management and value creation.
The firm preferred value creating levers include:
- Professionalization of management team and adoption of best-in-class governance practices
- Improved levels of operational efficiency and profitability, through the implementation of operational and cost reduction initiatives (with the support of Draycott’s operations team)
- Market consolidation, by investing in competitors to create sector leaders and pursuing operational integration and extraction of synergies
- International expansion, diversifying markets and risk, benefiting from greater critical mass
Responsible and sustainable investing
Responsible and sustainable investment is crucial to creating and protecting long-term value.
Companies that are successful in avoiding ESG risks and capturing ESG opportunities will outperform in the long term, as they will be better positioned to deal with growing resource scarcity, consumer demands, and regulation, among others. Additionally, such companies will achieve higher growth, cost savings and profitability in the long run, while strengthening their relationships with the stakeholders and improving their reputation
