Investment Approach

IVUK’s approach is rigorous and comprehensive to ensure the clear fulfilment of our investment criteria. We also work collaboratively with candidates to make critical decisions that affect our investments as well as their businesses. From the very start of our engagement, we envision our partnerships with our investees to be long-term, and we bring our management expertise and relevant contacts to help advance the ambitions of each social enterprise. Our approach involves:

Backing entrepreneurs to win

We look for the drive, the passion, and the desire to change the world and achieve greatness not only in the social entrepreneurs we seek to invest in, but also in their core management team. That’s why it is so critical for organisations seeking IVUK funding to fit our core mission and values.

Investees benefit from our team’s diversified experience in the investment and social impact sectors, as well as the Investment Committee’s expertise and connections. Together, they allow us to offer investees a first-class mentoring and support framework that they can draw upon whenever the need arises.

Highly professional, approachable and straight talking

IVUK believes in open, honest and direct communications at all times, because we believe our investees can only benefit from a straightforward approach. We also take a very active and responsive approach, engaging with all the relevant issues. We make our own investment decisions and the same team you first meet will give you the benefit of their expertise all the way through to the point of exit.

Why are we like this? Our culture is partly the result of being owner-managed and independent, enabling us to empathise with all the challenges of building a business. Our integrated team is a great advantage when it comes to funding companies that are crossing conventional social impact outcomes.

Delivering strong value-add to investees

As both investors and partners, we truly believe that our success is defined by the success of each of our investees. The process we undertake to decide on an investment requires a great deal of time, energy and focus. That’s why empowering and developing management teams and helping them to develop their growth strategies, including expanding their scope and impact, is critical to ensure the value of our investments.

The heart of IVUK is not about financial returns on our investments; it’s about ensuring businesses are well positioned to realise their ambitions and social impact.

That’s why it’s also part of our value-added services to help investees access new business models from our global network, make vital connections to industry experts from our extensive network, and work closely with them to look inward and improve infrastructures and strengthen internal processes as needed.

The heart of IVUK is not about financial returns on our investments; it’s about ensuring businesses are well positioned to realise their ambitions and social impact.

Prince Max

Opinion

Sustainability Instead of Populism

Prince Max von Liechtenstein, CEO of LGT, sees dangerous trends in the many environmental issues, but in the increasing concentration of income and wealth too.