Where Companies & Investors Meet

Circle Square works with Invest Direct, to provide investment opportunities for our members.

Invest Direct distributes an exclusive catalogue of direct investments in unlisted companies to professional investors and wealth managers. There is no fee to join the community, and investors can become involved in the companies they invest in.

Below are more details on the services available to Circle Square members.

Invest Direct - A direct approach to investing

Invest Direct distributes an exclusive catalogue of direct investments in start-ups and privately-held companies to professional investors and wealth managers. They independently identify and analyse investment opportunities in Switzerland and abroad.

Investors join the community free of charge and are part of the first community where companies can meet their future investors.

The services

Invest Direct provides qualified, professional investors from the Circle Square membership:

  • Access to diversified private deal flow
  • Independent, investor-grade assessment & valuation
  • Curated, conscientious match-making between investors & companies
  • Digital, bankable securitisation solutions

Invest Direct provides entrepreneurs among the Circle Square membership:

  • An independent, trusted 3rd party to assess operations/value their business
  • Assistance in raising funds/selling a minority/majority stake from our EU/CH/UK-wide investor community
  • Investment-readiness preparation by our senior team
  • A securitisation solution for the company’s equity

The Circle Square offer

Circle Square members will be offered exclusive Investor Club events with the entrepreneurs to network and hear pitches.

Plus, Circle Square members who are interested in raising funds for their own businesses are offered a free “Investment Readiness” consultation with our team and review by our Wisdom Circle regarding their suitability for Invest Direct’s assessment, valuation, due diligence and investor match-making services.

To join the Invest Direct community, please register as either an Investor or Entrepreneur according to your interests at deals@invest.direct

The content provided is for professional, sophisticated investors from the Circle Square membership.  Circle Square does not offer financial advice, and is not liable for any financial losses or other damages that may result from decisions made based on the information provided.

 

About

Invest Direct

About Invest Direct

Invest Direct was founded by Frank Levy in 2020. Frank has more than 25 years of experience in Corporate Finance and Private Equity and has a varied background in audit and investment banking (Rödl & Partner, Oddo, Leven). A tireless entrepreneur, he has assisted numerous SMEs and start-ups with their equity transactions. In London, he created Capitalbooster, a fintech company that was sold in 2001. In 2007, he started a build-up of property maintenance companies in French-speaking Switzerland, before recently selling his stake.

Invest Direct focuses on 3 types of private equity allocation:

  • Venture capital, which finances young and often technology-based companies, is the most well-known. We favour companies with a proven track record (e.g. by having already raised several rounds of financing).
  • Growth capital, which supports companies wishing to increase their production capacity, expand their sales force or acquire other companies. In this case we focus on profitable SMEs.
  • Leveraged transactions, which sees a company being sold to a group of individuals (usually the management). We could find long-term investors to supply additional equity to these managers. They would then buy the company together in a Leveraged Buy-Out (LBO).

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