Adveq’s investment process is ISAE 3402 Type 2 audited. It is based on a rigorous, bottom-up approach to investment selection and portfolio construction, complemented by top-down risk control elements.
From the sourcing of an investment to the making of a commitment, Adveq’s due diligence process is divided into several stages. Progress from one stage to the next requires a formal decision.
The process fundamentally applies to all types of Adveq investments, whether primary, secondary or co-investment.
Identifying ingredients for success
The relationship to our fund managers is core to our approach. The investment team places significant emphasis on in-depth analysis of investments previously made by a fund manager, references for verification of Adveq’s fund manager assessment, and global benchmarking based on a broad knowledge exchange within Adveq. As a result, Adveq’s investment recommendation focuses strongly on the identification of a fund manager’s ingredients for success.
Post-investment, Adveq actively monitors developments at each fund manager down to the portfolio company/deal level. The latter’s progress is continuously monitored and discussed in detail with the fund manager in regular one-to-one meetings.