![Driving role of an investment fund for its participations Driving role of an investment fund for its participations](https://talisker-consulting.com/content/uploads/2021/06/helena-lopes-PGnqT0rXWLs-unsplash-min-scaled.jpg)
Client case
Investment fund
Driving role of an investment fund for its participations
About the client
Our client is an investment fund with a very strong SSE ethic. It invests in both startups and SMEs.
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What were the results?
In a concrete way, this mission ends with a collective dynamic engaged on:
- Joint training courses
- Exchange spaces
- Sharing of skills/experience/personalities through a “list of geniuses” to feed the reflection on business subjects or strategies,
- A network of contacts to build advisory boards or prepare business cases,
- And internal and external communication on initiatives.
What was the key to your success?
The relationship between a shareholder and his holdings is complex: he is a “client” of the company’s success and he can also be an “accomplice”. With this in mind, we have built “catalysts” – actions/facilities offered by the fund, without any obligation or financial transaction – with all the players (Investment Directors and managers) that aim to bring value to all.
Team
1 Partner, 1 Consultant
Where did you start from?
Our client has invested in about 50 companies, half of which are startups at the seed or series A level, but also ETIs in which it has a majority stake.
The original question of the mission could be summarized as follows: “what can a fund bring to its investments other than money?”
For an investment fund, this question is fundamental: it is as important for its investments – which will find sources of productivity or innovation – as it is for the candidate companies – which will find an interest in welcoming it to the table.
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What was your approach to the issue?
The basic observation was that the relationship between the fund and each of its holdings was excellent, but very compartmentalized: the managers of these companies knew each other very little, thus depriving themselves of a wealth of knowledge and collaboration.
The idea was therefore to create a community of managers to enrich their experiences… and the business. To do this, we worked on 3 aspects:
- Highlight the experience of each member of the CODIR,
- Create common moments to facilitate sharing,
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