Heliad Equity Partners GmbH & Co. KGaA

Overview

Heliad Equity Partners GmbH & Co. KGaA is a German private equity firm specializing in investments in small and medium-sized enterprises (SMEs). The firm focuses on providing growth financing and facilitating management buy-outs, aiming to empower both entrepreneurs and investors. By investing in market-leading companies across various sectors and regions, Heliad supports businesses in their next phase of growth, from pre-IPO to post-IPO stages. The firm's investment strategy encompasses a broad range of industries, including technology, e-commerce, fintech, renewable energy, automotive, artificial intelligence, healthcare, financial services, consumer goods, logistics, media, education, real estate, telecommunications, and manufacturing. Heliad's evergreen structure allows it to operate independently of typical fund lifecycles, providing shareholders with unique access to pre-IPO market returns without restrictions on investment size or term commitment. Heliad's portfolio includes investments in companies such as Upscalio, MODIFI, WorkMotion, FINN, and NewtonX. The firm has participated in various funding rounds, including a mid-single-digit million amount in WorkMotion's Series B round and a single-digit million amount in FINN's Series B round. Heliad's commitment to responsible investment is demonstrated by its signing of the UN-supported Principles for Responsible Investment, integrating environmental, social, and corporate governance (ESG) criteria into its investment processes and business operations. Heliad's mission is to bridge the gap between venture capital and capital markets, offering public investors the opportunity to participate directly in the growth of private companies. This approach benefits both investors and entrepreneurs, fostering sustainable and long-term value creation.

Investment Focus

• Established SMEs with growth potential
• Companies seeking management buy-outs
• Businesses in need of expansion capital
• Firms aiming for pre-IPO funding

Portfolio Companies