What we do


Calista Direct Investors are specialist investors and advisers in private markets: Private Equity & Venture Capital (PE & VC).


We provide access and advisory services to private investors seeking to invest directly in companies (start-ups, SMEs, mid/large-cap) and privately-held investment vehicles.


We leverage 50+ years of cumulative relevant experience to originate and select proprietary opportunities with risk/reward profiles tailored to our clients’ needs.


We support our clients across the lifecycle of private investments, from origination, to structuring, to portfolio monitoring and divesting, tailored to their needs while they retain all decisions.

100% aligned

Our revenues are exclusively generated from our clients, ensuring we are always fully aligned.

Areas of Expertise

Deal sourcing and selection

Deal Structuring

Family Offices

Fund selection

Portfolio allocation (generic advice)

Portfolio reporting and consolidation

Investment monitoring and exit

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.


Disruptive innovations – Transformative software, AI- enabled technologies


Value chain, Distribution, waste reduction, productivity


Focus on digital & disruptive brands that preempt the cycle


Services, therapeutics, MedTech, silver economy

Old Economy

Cashflow generative small and mid caps that are undervalued

Energy Transition

Mobility, energy efficiency, urban transport, services

Financial Services

Focus on payments and wealth management

Consumer Goods
& Services

B2B2C and D2C with a disruptive angle and leveraging new technologies


Digitalisation of the construction industry

Sourcing and Selection

We receive up to 10 opportunities per week but shrink our selection to 5 active deals (directs or co-investments). Currently we have   ̴350 near-term opportunities in our database, of which 10 are active live deals (directs).

We are highly selective with the deal opportunities we receive every week. If we see the potential and we feel the concept is promising, we follow a strict procedure to advance with our active directs.

We follow a rigorous process of selection with a mix of internal investment committee review and external trusted experts.


Weekly update of the database


Weekly review and high-level selection


First dig into opportunity (Q&A) based on template questionnaire


Rigorous desktop and field review (market, experts)


Preliminary assessment memo

opportunities / year