2014
Geneva · FINMA Authorised · Est. 2014
WHERECAPITALMEETS VISION

An independent Swiss family office deploying convertible note financing across the sectors defining tomorrow — with the precision of a Geneva maison.

2–50M
CHF Per Note
2·20
Fee Structure
11
Years Active
Scroll
Artificial Intelligence
Blockchain & DeFi
Energy Transition
MedTech & BioTech
Critical Mining
Deep Tech & Space
CHF 2M–50M Convertible Notes
Geneva
Capital Strategy
2
INVESTMENTGRADE

CHF 2–50M convertible notes in pre-Series B and growth-stage companies across six conviction sectors.

Returns Model
20
ALIGNEDINTERESTONLY

2 and 20 — see Fee Structure.

Investment Thesis

THE SECTORS
DEFINING TOMORROW

01 — Technology
ARTIFICIAL
INTELLIGENCE

Companies with a defensible edge — proprietary data, real distribution, or deep enterprise integration, not thin wrappers on public models. Durable value accrues to those who own a moat the model layer cannot replicate.

High Conviction
02 — Finance
BLOCK
CHAIN

Institutional-grade infrastructure and the tokenisation of real-world assets — the connective tissue between traditional finance and on-chain settlement. We back compliance-ready businesses building for a regulated future.

High Conviction
03 — Energy
ENERGY
TRANSITION

Trillions per year are required to rewire the global energy system. We focus on grid-scale storage, next-generation nuclear, green hydrogen, and the unglamorous infrastructure that makes decarbonisation real.

High Conviction
04 — Health
MEDTECH &
BIOTECH

Strong IP and a visible regulatory path — medical devices, precision medicine, diagnostics, and therapeutics where the science is matched by a credible route to market.

Active
05 — Resources
CRITICAL
MINING

Lithium, cobalt, rare earths, and copper — the physical bottleneck of the energy transition. Access to quality reserves and responsible extraction defines the winners over a long horizon.

Active
06 — Frontier
DEEP
TECH

Quantum, advanced materials, satellite infrastructure, and dual-use technology — long-dated, capital-intensive, and high-variance. Precisely where a patient principal investor adds value conventional funds cannot.

Opportunistic
Investor portal

COMPANIES WE
STAND BEHIND

We take meaningful positions and remain active partners through exit. Full portfolio disclosed to qualified investors.

Confidential · Qualified Investors Only
THE FULL PORTFOLIO IS
held in private.

Our positions, theses, and stage notes are disclosed only to qualified investors with whom we maintain an active relationship. Sign in to the Investor Portal, or contact us to request access.

Access Investor Portal →Request Access
Submit Your Opportunity
CHF 2M Minimum
5 Business Day Response
Zero Due Diligence Cost
Strategic Co-Investor Access
Network Access
Strategic Partnership · Geneva
Fee Structure

ALIGNED THROUGH
PERFORMANCE

The classic 2 and 20 model ensures our interests are fully aligned with yours. We earn significantly only when you do.

2
2%

MANAGEMENT FEE

Charged annually on committed capital. Lean by design — so performance fees carry the true weight of our alignment with investors.

  • Calculated on committed capital
  • Billed quarterly in arrears
  • Covers all research & monitoring costs
  • Minimum commitment: CHF 2,000,000
20
20%

PERFORMANCE FEE

Applied to net profits above an 8% hurdle rate. We collect only after investors have earned the hurdle return — true alignment, not illusion.

  • Applied above 8% annual hurdle rate
  • High-watermark provision applies
  • Calculated on realised gains only
  • Annual settlement post-audit

CONVERTIBLE NOTE
FINANCING

→ See how our primary instrument works

CHF 2M
— 50M
Ticket Size Per Opportunity
Apply for Financing
Our Primary Instrument

THE CONVERTIBLE
NOTE

A clear, founder-facing explainer of the instrument we use most often — and why.

WHAT IT IS

A convertible note is a financing instrument that begins as debt and is designed to convert into equity at a later, defined event — typically a priced funding round. It lets a company raise growth capital quickly, without having to fix a valuation today, while giving the investor a defined path to an equity position.

WHY WE USE IT

For the company, it means speed and lower friction — fewer terms to negotiate than a full equity round, and capital that can be deployed sooner. For us as the investor, it provides downside protection through its debt characteristics while preserving equity upside on conversion. It is a structure that aligns both sides around the company's growth rather than a contested valuation.

HOW IT WORKS

Principal & term — the note is issued for a defined amount and period. Conversion event — on a qualifying event (commonly the next priced round), the note converts into equity. Conversion mechanics — terms such as a discount to the round price and/or a valuation cap define the price at which the note becomes shares. The exact terms above are illustrative; engagement terms are agreed individually and documented in standard convertible note documentation.

BEYOND THE CHEQUE

Following investment, we provide board-observer engagement and introductions across our network of family offices, co-investors and operators.

CAPITAL
Capital Programme

RAISE CAPITAL
WITH PURPOSE

We have built a structured programme for exceptional companies seeking growth capital in the CHF 2M–50M range. When we back a company, we become a strategic partner — opening doors to our global network of family offices, institutional co-investors, and industry contacts.

Revenue-StageStrong IPScalable ModelSwiss or EU NexusExceptional TeamClear Path to Profit
Submit Your Opportunity
01

INITIAL SUBMISSION

Send a one-page executive summary and a financial model. We read every submission ourselves and respond within five business days — a decision to proceed or a clear, respectful no. What helps us move fast: a crisp problem statement, evidence of traction or strong IP, a realistic use-of-funds, and a sense of the round you are building.

02

INTRODUCTORY MEETING

We want to understand the founder's vision, the unit economics, and the deployment plan for the capital. This is a dialogue, not an interrogation — we are assessing fit in both directions.

03

DUE DILIGENCE

A structured four-to-six-week process. We engage our own advisors and bear that cost ourselves — there is no diligence cost to the company. We examine the market, the technology or IP, the financials, the cap table, and the team.

04

TERM SHEET & CLOSING

From investment-committee approval, we move quickly to a term sheet using standard convertible note documentation. A typical closing follows within roughly four weeks.

05

ACTIVE PARTNERSHIP

After closing, the work continues: board-observer engagement, introductions to co-investors and our network of family offices and operators, and strategic support through the next financing round.

Brand & Partnerships

ASSOCIATE YOUR BRAND
WITH EXCELLENCE

Through our established partnerships across elite sport, we give the companies we back the opportunity to associate their image with the world's most prestigious sporting platforms — premium hospitality, brand visibility, and access to a network where excellence is the standard.

Established Partnership
MOTORSPORT

Through our partners in the FIA World Endurance Championship and European GT series, we position your company alongside iconic platforms — from brand visibility to premium hospitality at Le Mans, Spa and Monza.

WEC24h Le MansGT3Spa-Francorchamps
Established Partnership
TENNIS

Our partnerships across the ATP and Grand Slam circuits open access to exclusive hospitality, branded experiences and high-level networking at Roland-Garros and the Swiss Indoors Basel.

Roland-GarrosSwiss IndoorsATP 500Wimbledon
Established Partnership
FOOTBALL

Through our partners across the Champions League and the Swiss Super League, we connect your brand with VIP hospitality, partnership visibility and investor networking at elite European fixtures.

UEFA UCLSwiss Super LeagueEuropa LeagueVIP Hospitality
Leadership

THE PEOPLE WHO
MAKE IT HAPPEN

JSD
Founder · Madrid · Genève

Juan Sanchez Dominguez

Founder & Managing Director

"Building structures that outlast their founders." Spanish-born entrepreneur and private wealth strategist with over 20 years of experience across European and Latin American markets. Founder of Advantage Family Office Services SA, Juan brings a rare combination of entrepreneurial vision and institutional discipline to the management of ultra-high-net-worth family mandates. Based in Geneva since 2004.

Previously
BdT
CEO · Geneva

Bernard de la Tour

Chief Executive Officer

Fourth-generation European wealth steward. Former Lazard, BNP Paribas and Pictet & Cie. INSEAD MBA. Oversees CHF 2.5B+ in consolidated family and client assets.

Previously
JL
CFO · Brussels · Geneva

Jacques Lambert

Chief Financial Officer

Next-generation financial discipline rooted in the Lambert family tradition. Former Rothschild & Co and Sofina. LSE MSc Finance. CFA · CAIA certified.

Previously
ZB
Legal · Geneva

Zoé Benard

General Counsel & Head of Legal

Geneva-born and trained. Former Lenz & Staehelin and Homburger. Université de Genève MLaw.

Previously
Private Access
BEGIN THE
CONVERSATION

Whether you are an investor seeking allocation or a company looking to raise capital — we welcome you. All enquiries treated with absolute discretion.

Chemin Frank-Thomas 10BIS · 1208 Geneva · CHE-323.770.694