Investa Private Markets for investors

Private Markets for investors

From its Swiss base, Investa sources private market transactions globally and structures access for professional investors who demand institutional rigour, transparent governance, and genuine alignment of interests.

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Private Markets for investors

Access

Swiss base. Global sourcing. Local delivery.

Investa’s Swiss base provides credibility, regulatory stability, and a trusted relationship with professional investors worldwide. Its global sourcing network reaches transactions that most wealth managers rarely encounter — opportunities where institutional access and conviction-based selection make the difference.

Conviction

An investment process with skin in the game

Every transaction is assessed through a structured framework covering long-term theme, stage and sector fit, team, financials, unit economics, governance, and portfolio construction impact. Investa commits its own capital at closing — ensuring that selection rigour is never theoretical.

Execution

A growing transaction history across growth and pre-IPO stage

Investa has built a meaningful transaction history at growth and pre-IPO stage across technology, fintech, AI, financial services, and sustainability. Representative holdings include SpaceX, OpenAI, Anthropic, Revolut, and ENSO — companies that have remained inaccessible to most of the private wealth ecosystem.

Scale

A platform built for the private wealth ecosystem

A growing platform of professional investors worldwide. An extensive network of family offices spanning multiple geographies. SPVs held in custody across a broad range of leading custodian banks. Investa has built the infrastructure to deliver global private market access at scale — to the clients who have historically been underserved by it.

Client Perspectives

Selected perspectives from investors on the platform

"The quality of deal flow is substantively different from what we had seen elsewhere. Transactions are curated, relevant, and supported by a clear investment rationale. The fact that Investa partners co-invests their own capital is material to our decision to proceed, we feel we are working with a partner that will be on my side throughout the investment, not a broker."

R.A., CIO, Multi-Family Office - GenevaPrivate Equity Co-Investments

"The alignment dynamic changes when a firm invests its own capital alongside yours in the same vehicle. The selection rigour and the post-closing engagement reflect a fundamentally different model — one where the firm's interests and the investor's interests are structurally the same."

N.Z., CIO, Single-Family Office - MilanPrivate Equity Co-Investments

Transaction · Direct Investment

$5M single-name direct investment, single-family office

A Swiss family office required direct, segregated exposure to a single private company. Investa structured a bespoke SPV, committed its own capital alongside the client, and managed the full process from term sheet execution to custody establishment across two custodian banks.

Transaction · Programme Structure

Multi-vintage private equity programme for a wealth manager

A Swiss wealth manager sought to offer institutionally structured private equity exposure to its HNW client base without the operational complexity of managing multiple fund subscriptions. Investa designed a multi-vintage programme within a single wrapper and provided ongoing deal flow and execution support.