Strategic Investments in Private Equity & Venture Capital
Apex has a strong presence in the regional markets of Espírito Santo, Paraná and Santa Catarina, where we continuously monitor economic and sector indicators, ensuring efficient management adapted to local dynamics.
Our focus on Private Equity & Venture Capital is aligned with our mission to drive the development of private and unlisted companies by investing directly in target companies or through dedicated funds. This approach allows us to explore unique growth opportunities and maximize returns for our investors.
Investments in PE&VC present significant strategic advantages, among which we highlight:
Higher long-term return:
Historically, unlisted companies have outperformed listed investments.
Variety of opportunities and greater growth potential:
Most companies that drive the real economy are not publicly listed, which expands investment options and growth potential.
Value creation and strategic impact:
PE&VC investments go beyond financial capital – experienced managers take an active role in investments, leading operational restructuring, process optimizations and technological innovations.
Investment Theses
Direct Regional Markets
The Thesis seeks direct investment opportunities in private companies exposed to Regional Markets. With Brazilian venture capital concentrated in the Rio-SP Axis, the difficulty in accessing alternative sources of financing for companies located in regional economies reduces the competitiveness of local deals, generating greater price asymmetries. Due to this dynamic, these companies may present more advantageous opportunities, whether in terms of valuation, payment format/conditions, guarantee of rights, among others.
Opportunistic Rights
It consists of the strategic allocation of capital to specific opportunities within the private equity universe. We prioritize companies that are in an advanced stage of growth, with a validated business model, recurring revenue and a proven expansion trajectory, but that need additional capital to accelerate their scalability. In this case, we look for companies that present high potential for growth and value creation and with a clear competitive advantage, as well as strong scalability.
Integrated Management
Integrated management is an approach that seeks to optimize the allocation of resources in a Private Equity investment portfolio via investment funds with allocations made through the primary, secondary, and co-investment markets, with the main focus on diversification and risk mitigation. This Thesis addresses an alternative way of accessing the Private Equity market, favoring the entry of new investors into this asset class, greater diversification in private companies, and the opportunity to delegate portfolio management to a specialized professional.
Tombstones
Private Markets are made up of alternative assets and, therefore, represent an investment universe with more opportunities for return and diversification, covering the subclasses Real Estate, Private Equity, Venture Capital, Private Credit and Infrastructure.
Our extensive knowledge of private markets enables us to identify, create and deliver unique investment opportunities for our investors within regional markets.
2024
MOTTU
Startup for manufacturing and renting motorcycles aimed at self-employed workers.
2023
YOOGA
Management and delivery system for small food establishments – second contribution.
2023
TIMENOW
One of the largest engineering project management and consulting companies in Brazil, operating throughout Brazil and abroad.
2023
WINE
Largest wine e-commerce in Brazil and largest wine subscription club in the world.
2023
NATUREFERT
Industry specialized in the production of organomineral agricultural fertilizers.
2023
AT W
Largest dark kitchen franchise in the world.
2023
CARBINE
Resource manager focused on private markets.
2022
VIVIDUS
Primary health care healthtech.
2022
FUTURAI
Indtech for predicting failures in industrial equipment through big data and artificial intelligence.
2022
BANKME
Fintech that creates and operates Mini banks for Middle Market companies.
2022
YOOGA
Delivery management system.
2022
CARBINE
Resource manager focused on private markets.
2022
MYDOOR
Second home proptech.
2021
CARBINE
Resource manager focused on private markets.
2021
GREAT SCHOOLS
Basic Education Platform (K-12).
2021
RISE
Private Equity Impact Investment Fund.
2021
BROTA
Startup that develops smart garden solutions for residential use.
2021
DERSALIS
Startup specialized in human risk management in industrial environments using wearable devices.
2021
SANUS
Health benefits management platform.
2021
KUAU
Edtech focused on personalized educational methodologies for the digital native generation.
2021
UNIT
Fintech focused on corporate benefits and debt relief solutions for workers.
2021
LUMA
Personalized individual teaching edtech for elementary school students.
2020
SPARK
Pioneering influencer marketing startup in Brazil.
2020
FUCAPE
Faculty of Business and Finance.