Up to
https://www.youtube.com/watch?v=zluFcruzh7g
OUR APPROACH
A disciplined but agile, proactive, and responsible investing approach, aiming at long term and sustainable value creation
Draycott has 4 investment verticals with specific approaches:
Firepower
100
Strategy & Opportunity
- Equity investment in private companies
- Consolidation of a fragmented sector
- International expansion
- Professionalization of the management (p.e. family owned companies)
- Equity ticket range — Up to 15M€
Firepower
Up to
50
Strategy & Opportunity
- Development of high end residential housing for foreigners
- Development of middle class / affordable housing for locals and foreigners
- Student housing & senior living
- Development of logistics platforms
- Equity ticket range — Up to 10M€
Firepower
Up to
100
Strategy & Opportunity
- Pre seed, seed and follow on investments
- Tech start ups in Portugal and the rest of Europe
- Equity ticket range — Up to 2.5M€
Firepower
Up to
25
Strategy & Opportunity
- Equity investment in private companies with clear paths for growth
- Consolidation of a fragmented sector
- International scalability
- Professionalization of the management (p.e. family owned companies)
- Strong focus on innovation (SIFIDE eligible)
- Equity ticket range — Up to 5M€
SKIN IN THE GAME > COMMITMENT FROM MANAGEMENT TEAM IN EACH FUND
SKIN IN THE GAME > COMMITMENT FROM MANAGEMENT TEAM IN EACH FUND
SKIN IN THE GAME > COMMITMENT FROM MANAGEMENT TEAM IN EACH FUND
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
