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MORAVIA Deck - Latest Feb 2024
MORAVIA Deck - Latest Feb 2024
Introduction
P R I VAT E M A R K E T S A D V I S I N G A N D I N V E S T I N G
Experience Moravia Capital is an independent Private Equity Advisory and Investment firm
with global reach and over two decades of experience.
Broad Reach Key geographic focus on Europe, the Middle East, Africa and Asia with strong Advisors in the US.
Comprehensive Services Moravia Capital provides boutique Investment Banking services to Private Investors.
Fund of Funds Moravia Capital manages a top-quartile independent Fund of Funds on behalf of a Pension Fund.
Direct Investment Funds Through MOREFA, Moravia Capital co-manages an African Private Equity Fund.
Tailored Solutions Moravia Capital offers managed account solutions to institutional investors who seek tailored
investment solutions.
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B U I L D A G L O B A L P R I VAT E E Q U I T Y P O R T F O L I O
BY PA R T N E R I N G W I T H U S
▪ Strong team with relationships to access the “best in class” Private Equity Funds.
▪ Offices and team members in Europe, Asia and Africa.
▪ Deep understanding and knowledge of working with institutional clients.
▪ Bespoke solutions to cater for specific needs of institutional clients.
▪ Rigorous and detailed due diligence and investment processes.
▪ History of identifying successful small- and mid-market buyout managers.
▪ Customized client services and financial reporting.
▪ ESG reporting as required.
11% 6%
5%
Buyout
Secondary
Gross MOIC 1.55x
13% North America
Co-Investment 35% Europe
Venture Capital Asia
58%
Growth
59%
Gross IRR 36%
13%
EXAMPLE:
BESPOKE
FUND OF FUNDS ▪ Moravia established a customized global Private Equity Investment Program for an institutional
PROGRAM investor, as shown above.
▪ Moravia Capital Private Equity Fund of Funds S.C.A., SICAV-SIF has built a diversified global
portfolio of mid-market buyout, early to late-stage venture capital, secondaries funds, and co-
investment funds
▪ In line with client preferences, this mandate / FoF program does not invest in Private Debt,
Infrastructure and Real Estate or in African PE Funds.
▪ Our current return makes us one of the top performing FoF’s globally.
▪ Moravia established other investment vehicles e.g. FoF's and a primary fund.
EXAMPLE:
BESPOKE
FUND OF FUNDS Range of money multiples of Investee Funds
PROGRAM
INVESTMENT SOLUTIONS
Discretionary / Non-Discretionary
2024/02/12 STRICTLY CONFIDENTIAL 10
CONSISTENT TRACK RECORD OF
SELECTING SUCCESSFUL MANAGERS
Europe
U.S.
Asia
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FUNDRAISING ADVISORY RELATIONSHIP
MANAGEMENT
▪ Develop fund proposal ▪ Design and build virtual ▪ Follow-up on road show
e.g. match strategy with LPs’ data-room meetings
investment criteria e.g. provide additional information
▪ Provide market
▪ Fund structuring intelligence ▪ Monitor progress and arrange
COMPREHENSIVE e.g. regulatory, tax, terms and
conditions
e.g. identify new trends and for further calls/meetings
regulatory requirements
FUND ▪ Assist in negotiating
▪ Define marketing style ▪ LP analysis
PLACEMENT and meeting objectives e.g. segment key opinion
partnership documents
SERVICES leaders vs followers ▪ Co-ordinate closing; manage
▪ Campaign preparation
and advise on issues related
e.g. teaser, presentation, PPM and ▪ LP introductions
due diligence book to allocations
▪ Manage and co-ordinate
▪ Professional coaching (optional) ▪ Post closing services
investor’s due diligence e.g. market updates, newsletter,
requests and process addl communications
▪ Placement
(online and offline road shows);
▪ Provide continuous ▪ Maintain investor relations on
schedule and co-ordinate meetings
feedback on investor behalf of GP in order to
▪ Screen and prioritize investors interest and their facilitate future offerings
questions/issues
▪ Prepare travel itineraries
1. Initial research
2. Introduction
3. DD
4. Engagement
Private Equity Private Debt Venture Capital Real Estate Secondaries/
Co-Investment 5. Placement
3-5 weeks
2. Preparation Work
1. Revise/refine fund marketing materials
2. Prepare comprehensive due diligence data room and standard investor DDQ
3. Curate list of pre-qualified target investors and segment into high, medium and low priority
E V O LV E D
FUND 3. Roadshows
Initial Outreach
4-6 months
PLACEMENT 1. Contact curated list of investors and identify serious investor candidates
TIMELINE 2. Organize multi-country roadshow (online or offline) with interested investors
3. Obtain initial feedback and consider if there is need to change market positioning or strategy
Fund Placement
1. Multiple roadshows in target regions, typically 6-8 weeks apart
2. Typical roadshow of 3-4 days with prequalified interested investors
3. Follow up with each investor, keep dialogue open, follow up on investors’ internal process, obtain feedback/questions/concerns
2-3 months
4. Fund Closing
First Closing > Second Closing > Third Closing > Final Closing
1. Assist in expediting investor due diligence process
2. Organize physical due diligence visits (if needed)
3. Manage ongoing investor relations and communications
INBOUND
1. Investor identification
Roadshow #1 2. Documentation (DDQ / VDR / NDA / Inv Memo)
OUTBOUND 3. Organize multi-country Roadshow
3. Focused Approach
Moravia works with non competing alternative investment
funds on a selective basis.
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European Union Africa The Middle East Asia Pacific
Moravia‘s Home Turf Our local office with local Our distinct network since 2000. The region Strong investor base in Singapore,
In Europe we maintain over 2100 management enables us to serve still has the highest growth rate for alternative Hong Kong, Korea and Japan.
investor relations consisting mainly of the African continent and expand investments. We have an outstanding network,
Close network of investors in
pension funds, insurance companies, our network of investors. developed over the past 30 years. The core
Australia, mainly pension funds
investment companies, family Offices markets are U.A.E., Kuwait, Qatar, Kingdom of
and investment companies.
and banks. Bahrain, Oman and Saudi.
1%
13% 0.4% 5%
17%
11%
26% Advisor
Asset Manager
Benelux Banking Institution
Corporate Investor
CORE Deutsche Endowment plan
6%
Family Office - Multi
INVESTOR IFSP 19% Family Office - Single
16% Foundation
BASE Nordics Fund of Funds 5%
Government Agency
Swiss Insurance Company
Investment Bank
2%
11% UK Private Sector Pension Fund
1% Public Pension Fund 5%
Sovereign wealth fund
9% Wealth Manager
7%
12% 19%
3% 5%
6%
2%
11% 10% 14%
26%
5%
Banks
14% UAE 7%
Corporates
CORE Bahrain Family Office
INVESTOR Kuwait Insurance Companies
BASE Oman Investment Companies 10%
Qatar Public Pension fund
Sovereign Wealth Funds
others 6%
17%
32% 46%
4% 8% 7%
17%
13%
30%
16% Banks
Australia
Fund of Funds
CORE China
Hong Kong Government Agencies
INVESTOR Insurance Companies 8%
Japan
BASE 12% Singapore Asset Manager
South Korea Private Pension Funds
13%
Others Public Pension Funds
Others
11% 15%
13%
13% 20%
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STRONG
I N T E R N AT I O N A L
TEAM WITH
Dr. Tomas Vrana Mr. Emad Y. Al-Monayea Dr. Philip Boigner
C O M P L I M E N TA R Y Managing Partner Managing Partner Partner
SKILLSET Experience Experience Experience
• Advised 100+ private equity and investment • Over 32 years in investment and • Managed over USD 350 billion in assets for
funds (EUR 15 billion in total value). corporate finance. sovereign wealth funds, family offices, and
• Head of business development, global investment companies.
fundraising services, and corporate finance. Former Roles • Proven success in venture capital, private equity,
• Direct involvement in fundraising efforts. ▪ Deputy Director at Kuwait Finance House. real estate, and fund investments.
• Extensive international network in EU and ▪ Led International Investment Department at KFH. • Expertise in private markets, alternative assets,
Middle East. ▪ Structured international landmark transactions, innovation, ecosystem development, and
earning awards. investment platform design.
Former Roles ▪ Established Liquidity Management House (KFHIC). Former Roles
▪ Co-founder, ECMG AG ▪ Contributed to Kuwait Investment Authority for
▪ Steag AG, Henkel program 15 years. ▪ Moravia Capital (2006-2010)
▪ Former MD, GFKL (Goldman Sachs) ▪ Member of Moravia's Supervisory Board (until 2020)
▪ Holds two doctoral degrees and 3 master's degrees.
▪ Published articles in peer-reviewed journals,
Forbes Magazine, Entrepreneurship Magazine,
and other publications.
STRONG
I N T E R N AT I O N A L
TEAM WITH Mr. Dominik von Ribbentrop Mr. Sukru Haskan
Mr. Naveen Sharda, CFA
C O M P L I M E N TA R Y Vice President Partner Partner Wealth Management,
Fund of Funds
SKILLSET Experience Experience
Experience
• Manages fundraising and investor • Entrepreneur with two successful companies over
relations in Middle East and Asia Pacific. 20 years. • 16+ years experience
• Supports fund structuring and marketing • Turnaround and digitalization expert.
• Extensive experience in fundraising, IPOs, M&A, Former Roles
materials.
• Prior role at Edelweiss Financial Services Ltd. and capital markets. ▪ Managing Director of external asset
included corporate strategy, M&A, and • Investor in listed micro, small, and midcap companies. management firm
fundraising. • MBA from Insead, background in venture capital and ▪ Work experience in large institutions such as
private equity. Barclays, DBS Bank and UBS
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TRACK RECORD FUNDS
SME Opportunities Fund EdTech Focused Fund Tech-Enabled Healthcare Financial Inclusion Fund
INDIA USA Venture Fund II DENMARK
USD 150m USD 250m CHINA USD 300m
USD 150m
Venture Fund I Auto Sector Focused Fund SemiConductor Focused Fund Co-investment/Growth Fund
CHINA USA CHINA INDIA
USD 400m USD 150m USD 2,000m USD 250m
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TRACK RECORD FUNDS
Biotech Fund Venture Capital Fund Venture Capital Fund Media focused PE Fund
GERMANY UK INDIA USA
EUR 300m GBP 125m USD 300m USD 500m
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