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The right partner in the realisation of bold ideas.
Strategic consulting for closed-end investment funds seeking investments in small and medium enterprises with excellent development potential but limited access to capital.

Step by step

The process of attracting an investment can last several months, particularly because it is necessary to consider every circumstance and all potential risks assubetween by investors. Potential investments for the needs of the Fund are reviewed by consulting company Poteza Porjektno svetovanje d.o.o.

The consulting company carries out the following steps:

  • After receiving an application, it conducts an analysis and reviews whether the proposal is in line with the investment strategy and policy.
  • Companies whose investment proposals are considered as interesting are invited to an initial meeting.
  • In so far as there is a mutual interest for cooperation, we hold further talks, which go into greater detail as regards specific parts of operations and the vision of development. After that, we sit down with the management and set key milestones in the company's development.
  • Based on the initial analysis and the set key milestones, the consulting company draws up a proposal for the Fund. In case the proposal is accepted by the Fund, the latter then draws up an offer for the company.
  • Following confirmation of the offer, we proceed to carrying out due diligence and if tat is successful, the Fund invests agreed funds in the company, whereby the Poteza Growth and Innovation Fund enters into the ownership structure of the company.
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