Calista Club

Becoming a part of the Calista Club means becoming a part of a unique community of like-minded investors and experts in all aspects of PE.

The problem we tackle

The solutions we propose

01.

Proprietary pre-vetted deal flow

Gain access to a minimum of 12 investment opportunities p.a., across our 9 key verticals, tailored to pre-defined preferences.

02.

Curated market watch

Receive quarterly and ad hoc newsletters covering relevant market updates, insights and interviews curated by the team and industry experts.

03.

Networking with peers

Join a trust-based peer network to build new relationships, share knowledge and ideas with like minded investors.

04.

Portfolio Monitoring

Benefit from meticulous and extensive investments tracking

The milestones we reached so far

Deals of 2022

§ EMERGEX, a platform which develops vaccines to provide long-term immunity for lentiviral deseases targeting T-cells | series A3
§ OSCAR MASSIN, the luxury heritage jewellery House with more than 150 years of history | revival of the House
§ CHOPE GROUP, a real time restaurant-reservation booking platform in Singapore | series E
§ THE GATE TECHNOLOGIES, a secondary mid-stage family-backed fund based in U.S.
§ SPORTALL, a fast-growing online platform for streaming of sport events and competition | series A
§ ROUVENAT, an epoch-making jewellery house revived after 150 years of oblivion | seed round
§ EVERPHONE, a leading B2B phone-as-a-service company headquartered in Germany | series C follow-on round
§ EVERCAM, a visualisation and collaboration platform for the construction industry in Ireland  | series A

Deals of 2021

§ VEVER, a 200 year old luxury jewelry brand that is disruptive with its eco-responsible positioning and phygital model | the relaunch of the House
§ DIGEIZ, an AI-enabled software solution to intelligently track mall traffic | bridge financing
§ BIOQUBE VENTURES fund which focuses on therapeutic technologies and assets
§ NEWSPACE CAPITAL, a SpaceTech fund in Europe managed by a veteran team with international experience

Held exclusive events for clients to review PE trends and opportunities

2022
§  Conversation with a London-based global tech investment firm looking to build multi-generational businesses
§  Interview with Steffen Pauls, the CEO & Managing Director of Moonfare: Bringing Private Equity ever closer to private investors
§  Lunch with Bernard Sabrier, Group Founder and Chairman of Unigestion: “The view from the top: How I built Unigestion, a family-led investment platform, and went on to launch a world class charity, Children Action”.
(Sample)

2021
§  Online webinar dedicated to healthcare with Titans in cardiac surgery: Professor Francois Lacour-Gayet and Toby Cosgrove, M.D.
§  Dinner with Luximpact dedicated to Luxury and sustainability at Cercle Munster
§  Interviews with expert-investors: Serge de Ganay, Maha Daoudi, Mark Tluszsz, Bogdan Gogulan, Deborah Dumont, Bernard Sabrier, Tim Berkowitz, Nadav Berger and Erich Zieber

Organized exclusive theme meetings dedicated but not limited to:

o   SpaceTech

o   Secondaries

o   MedTech

o   BioTech

o   FoodTech

o   Blockchain

o   The role of Taiwan in China-US relations

Our high conviction Sectors

Sectors we focus on stem from previous experience of our team and are meant to sustain any phase of economic macrocycle. The companies we source and select for our investors are niche disruptors and leading Family-owned /led businesses; they can be primary opportunities or co-investments alongside GPs. We also select niche fund managers that have pioneering expertise in their fields. Our pipeline also includes selected opportunities in other sectors that our investors favour.

Consumer Goods & Services

B2B2C and D2C with a disruptive angle and leveraging new technologies

DeepTech

Disruptive innovations – Transformative software, AI- enabled technologies

Family Businesses

Old is the New Economy. Cashflow generative small and mid caps that are undervalued

FinTech

With a focus on payments and wealth management

Food

Value chain, Distribution, waste reduction, productivity

GreenTech

Energy efficiency, urban transport, services

Healthcare

Services, therapeutics, MedTech, silver economy

Luxury Disrupters

Focus on digital & disruptive brands that pre-empt the cycle and break new ground

PropTech

Digitalisation of the construction industry

Sport Tech

Digitalisation of the sports industry

To learn more about The Sourcing Club, please email club@calista-directinvestors.eu