10
Total investments
0
Early stage
1
Mid stage
2
Late stage
25y
Years active
Portfolio
4 investments · sorted by recency
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Mid stage
Late stage
Board Member
Jul 2024
I&W Engineering Ltd. manufactures high-quality electric travel drives for industries such as agriculture, construction, mining, track solutions, indoor applications and offers comprehensive services in the field of engineering. Our products are designed for easy replacement/substitution of hydraulic final drives or petrol/diesel engine solutions. It enables customers to benefit from all the advantages of electric solutions compared to other concepts.
Board Observer
Sep 2022
Helvetica Capital AG was founded in 2015 as an independent investment firm which arose from the team behind SVC Ltd. for Risk Capital for SMEs, a wholly owned subsidiary of Credit Suisse. Since 2010, our team at SVC Ltd. (in 2018 renamed Credit Suisse Entrepreneur Capital Ltd. or CSEC) has built up an attrac-tive portfolio with direct investments in Swiss SMEs in the venture, growth and later stage areas, which Helvetica Capital continues to manage and further develop as exclusive advisor to CSEC. In addition, in 2019 Helvetica Capital AG was mandated by Credit Suisse as investment advisor to the Swiss Entrepre-neur Fund (SwissEF) with responsibility for the direct investment activities of the fund. Finally, over the past four years Helvetica Capital AG has built up the Entrepreneur-Investor-Platform (EIP) and has already successfully completed six transactions resulting in majority / controlling interest in these companies. The Entrepreneur-Investor-Platform connects the most successful entrepreneurs and investors of Switzerland with attractive SMEs and thus ensures an active, long-term and independent development of these com-panies. Helvetica Capital AG should not be considered a traditional private capital player, but acts as a long-term partner to companies, bringing with it the expertise and network of its entrepreneurial families. The latter, together with Helvetica Capital, directly participate as co-investors and are not dependent on a quick exit.
www.helvetica-capital.ch
Board Member
Jan 2021
At Palatine Hill Wealth Management we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking critically about our clients needs, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Board Member
Jun 2011
The Ann Arbor Angels is a membership organization of Angel investors that invest in early-stage innovation based companies, with a primary focus in Southeast Michigan.
A2A is not a fund. Our members collaborate on due diligence, but make individual investment decisions. Members recognize the inherent risks of early-stage investing.
Ann Arbor Angel members are focused on investment returns, while often additionally motivated by a desire to give back to the community, to help build successful companies and to participate in the satisfaction that comes from this involvement.
Members of the Ann Arbor Angels are accredited investors who invest in companies primarily in Michigan. Broadly defined our members fall into four categories:
Guardian Angels who bring both entrepreneurial and industry expertise.
Entrepreneur Angels who have experience starting companies but come from different sectors.
Operational Angels who bring industry experience and expertise, but from large, established companies, and lack first-hand experience with the travails of a startup.
Financial Angels who typically invest purely for the financial return.
Experience · 14 entries
All (14)
Investments (10)
Founder (1)
Board (9)
2024
Board Member
Jul 2024
I&W Engineering Ltd. manufactures high-quality electric travel drives for industries such as agriculture, construction, mining, track solutions, indoor applications and offers comprehensive services in the field of engineering. Our products are designed for easy replacement/substitution of hydraulic final drives or petrol/diesel engine solutions. It enables customers to benefit from all the advantages of electric solutions compared to other concepts.
Member Valuation Committee
Jan 2024
Tappan Hill Ventures is a capital management firm, financing companies within the health care and internet technologies domain. Target companies will possess common characteristics, each with disruptive and proprietary technologies, large potential markets, high volume/sensitive transactions and low volume/value added transactions. The selection of this investment focus has taken into account sectors known for efficient use of capital investment, term to realization and specialized domain experience of the Management Team.
2022
Board Observer
Sep 2022
Helvetica Capital AG was founded in 2015 as an independent investment firm which arose from the team behind SVC Ltd. for Risk Capital for SMEs, a wholly owned subsidiary of Credit Suisse. Since 2010, our team at SVC Ltd. (in 2018 renamed Credit Suisse Entrepreneur Capital Ltd. or CSEC) has built up an attrac-tive portfolio with direct investments in Swiss SMEs in the venture, growth and later stage areas, which Helvetica Capital continues to manage and further develop as exclusive advisor to CSEC. In addition, in 2019 Helvetica Capital AG was mandated by Credit Suisse as investment advisor to the Swiss Entrepre-neur Fund (SwissEF) with responsibility for the direct investment activities of the fund. Finally, over the past four years Helvetica Capital AG has built up the Entrepreneur-Investor-Platform (EIP) and has already successfully completed six transactions resulting in majority / controlling interest in these companies. The Entrepreneur-Investor-Platform connects the most successful entrepreneurs and investors of Switzerland with attractive SMEs and thus ensures an active, long-term and independent development of these com-panies. Helvetica Capital AG should not be considered a traditional private capital player, but acts as a long-term partner to companies, bringing with it the expertise and network of its entrepreneurial families. The latter, together with Helvetica Capital, directly participate as co-investors and are not dependent on a quick exit.
www.helvetica-capital.ch
2021
Board Member
Jan 2021
At Palatine Hill Wealth Management we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking critically about our clients needs, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
2016
Board Member / Verwaltungsrat
Dec 2016
Arbonia is a focussed building components supplier with two divisions:
- Heating, ventilation and air conditioning (indoor climate) - for residential as well as commercial and industrial buildings
- Interior and functional doors made of wood and glass
The company, which is listed on the SIX Swiss Exchange, is active worldwide with its own sales companies and partners in 70 countries. The main production sites are located in Switzerland, Germany, the Czech Republic, Poland, Serbia, Russia, Italy, Belgium and the Netherlands. The Arbonia Group employs a total of around 6'300 people. employees work for the Arbonia Group.
www.arbonia.com
www.arbonia.ch
www.baduscho.at
www.brugman.eu
www.e-cicsa.com
www.invado.pl
www.garant.de
www.kermi.de
www.koralle.ch
www.prolux-ag.ch
www.rwdschlatter.ch
www.sabiana.it
www.termovent.com
www.tecna.es
www.tpo-holz.de
www.vasco.eu
www.tuer.de
Show all 14 entries ↓
Investment activity
2001–2024 · 10 investments
Recent (last 2 years)Earlier