The MAVAN Tech Opportunity Fund #1 is dedicated to investing in tech companies where there is strong confidence in the founders, management team, and the technology they’ve developed. Our focus is on partnering with businesses led by experienced management teams with proven track records of success.
This fund offers investors the chance to participate in exclusive investment opportunities that are often inaccessible due to high minimum investment requirements and the exclusive nature of the opportunities. The technology sector continues to offer compelling opportunities at various stages, allowing investors to achieve significant returns on an annual IRR basis.
Through the MAVAN Tech Opportunity Fund #1, we aim to deliver robust investor returns by capitalizing on multiple liquidity events, structured on a deal-by-deal basis, ensuring flexibility and maximizing value for our investors.
Market Opportunity
MAVAN Capital Partners is positioned to capitalize on the growing market opportunities within the technology sector and other high-growth industries. The convergence of technological advancements, increasing digitization, and evolving consumer demands has created an environment for innovative companies to emerge and scale rapidly. MAVAN’s focus on early to mid-stage companies, combined with its access to exclusive late stage pre-IPO investment opportunities, places it at the forefront of these market dynamics.
Investment Strategy
MAVAN Capital Partners aims to generate significant, risk-adjusted returns by investing in high-potential companies, with a particular focus on technology-driven businesses. The strategy is designed to leverage MAVAN’s deep industry expertise, extensive network, and rigorous investment process to identify and support companies capable of delivering substantial growth and value creation.
Core Principles:
1. Founder and Management Confidence:
MAVAN prioritizes investments in companies led by founders and management teams with proven track records. We believe that experienced leadership is critical to navigating the challenges of scaling a business, especially in rapidly evolving industries. Our investments focus on companies where there is a strong alignment between the management’s vision and our strategic objectives.
2. Technology Focus:
We concentrate on sectors where technology plays a pivotal role in driving innovation and market disruption. MAVAN seeks out companies with unique, defensible technologies that have the potential to transform industries and create new market opportunities. Our expertise allows us to identify technologies that are not only innovative but also scalable and sustainable.
3. Exclusive Opportunities:
MAVAN Capital Partners targets investment opportunities that are typically inaccessible to most investors due to large minimum investment thresholds and the exclusive nature of the deals. By leveraging our network and industry connections, we gain access to these high-value opportunities, providing our investors with unique chances to participate in lucrative deals.
4. Stage-Agnostic Approach:
While MAVAN has a strong focus on early to mid-stage companies, we maintain a stage-agnostic approach to ensure flexibility in our investment strategy. This allows us to invest in companies at various stages of their growth cycle, from seed funding to later-stage growth rounds, maximizing our ability to capture value at different points in a company’s development.
5. Rigorous Due Diligence:
Our investment process involves thorough due diligence to evaluate potential investments. This includes in-depth analysis of financials, market potential, competitive landscape, and the strength of the technology and intellectual property. We also assess the risks associated with each investment, ensuring that we make informed decisions that align with our risk tolerance and return expectations.
6. Multiple Liquidity Events:
MAVAN’s investment strategy is designed to deliver returns through multiple liquidity events, including IPOs, acquisitions, and secondary market sales. By structuring our investments to capitalize on these liquidity opportunities, we aim to maximize returns for our investors while managing risk effectively.
7. Active Portfolio Management:
Post-investment, MAVAN takes an active role in supporting portfolio companies. We provide strategic guidance, operational support, and access to our extensive network to help these companies achieve their growth objectives. Our hands-on approach ensures that we can add value beyond capital, helping our portfolio companies scale and succeed in their respective markets.
8. ESG Considerations:
MAVAN is committed to responsible investing and integrates Environmental, Social, and Governance (ESG) factors into our investment decision-making process. We believe that companies with strong ESG practices are better positioned for long-term success and can contribute to sustainable growth and value creation.
Target Outcomes:
– High-Return Potential: MAVAN aims to achieve significant returns on investment through strategic portfolio construction and active management.
– Portfolio Diversification: By investing across various stages, sectors, and geographies, MAVAN reduces risk and enhances the potential for stable, long-term returns.
– Value Creation: We seek to create value not only through financial returns but also by supporting companies that contribute positively to society and the environment.
MAVAN Capital Partners is dedicated to building a portfolio of transformative companies that align with our vision of innovation, growth, and sustainable success. Through our disciplined investment approach, we aim to deliver exceptional outcomes for our investors and our portfolio companies.
Investment Details
- Term – 5-7 years
- Structure – Mutual Fund Trust
- Offering Size – Up to $25,000,000
- Minimum Investment – $10,000.00
- Unit Price – $10.00
- Priority Return – 10% Annualized
- Profit Participation – 60% / 40% split in favour of the investor over 10%*
- Registered Plan – RRSP, RESP, RRIF, LIRA, TFSA Eligible
- Management Fees – 2% administration / management
- Commission – 2% commission will be paid annually up to a maximum of 5 years**
Highlights Of Our Diverse Expertise and Experience Include:
We have established strong deal flow by leveraging the diverse range of expertise and strong global relationships of our management team and strategic partners. Access to deal flow will include, but not be limited to:
- Extensive private and public company management experience.
- Access to strong deal flow across many technology verticals, including software, hardware, green technology/power, interactive gaming, cyber security.
- Corporate structure expertise: Knowledge in building both private and public companies, joint ventures and special purpose vehicles.
- Sophisticated due diligence and investment analysis. With finance, business and legal expertise in both Canada and the United States.
Investment
Opportunities
If you are an everyday Canadian and are interested in expanding your portfolio, getting exposure to some of Canada’s most exciting Technology companies, while doing so through your registered accounts (RRSP, TFSA), please reach out as we would be happy to introduce you to the opportunities that exist at MAVAN Capital Partners.