Applying for capital investment in a fund

Content of the investment proposal

In order for Saminvest to be able to process and make an initial assessment of a fund’s application, it must contain a detailed presentation of the investment proposal or a draft of a private placement memorandum (PPM) that includes the following information:

  1. The management team’s experience, investment credentials, and composition (including aspects of gender equality).
  2. The fund’s parameters (including the planned size of the fund), structure of the management company and the fund, its governance and decision-making process, and proposed terms.
  3. Market opportunities, including business flow, competition, and syndication partners.
  4. Strategy, including areas of focus with regard to geography and industries/sectors, capital allocation, expected return, and a plan for raising capital with a list of other investors.