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ZURICH | LONDON | MUNICH | MUMBAI | KUWAIT | CAPE TOWN

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

24 YEARS 300+ 2,200+ USD 10b TAILORED GLOBAL


TRACK RECORD FUNDS ADVISED INVESTOR RELATIONS INVESTED AS TEAM INV BANKING AND LOCAL TEAMS

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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Strategic Office Location
Partner Location
growth in
geographies
with lower
attention
from global
players 2021
BROAD 2017 Impact
GEOGRAPHIC 2014 Investment
First Global
COVERAGE 2007 Fund of Fund
Vehicle for
Africa Africa
DEVELOPED Partnership Moravia Capital launched
2002 India Presence launches first
OVER Strong belief in fund of fund, In JV with RBN
TWO DECADES 2000 Middle East Recognized Africa’s growth investing in small South Africa an
India’s emerging potential; set up IMPACT fund
Established office and mid market
Established potential and South Africa investing in
in Dubai and globally.
established office in 2014. Renewable
Moravia was Kuwait in 2002, office in Mumbai
founded in year Energy, Energy
one of the early in 2007.
2000 by transition and
entrants in the
Dr. Tomas Vrana Agriculture
market.
along with two (USD 500m PCV).
other partners.

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Fund of Funds

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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.

Deep industry knowledge combined with extensive


investment experience, global coverage and proven judgement 6
GP benchmarking / landscaping

In-depth commercial and financial due diligence (“DD”)

Several rounds of personal / virtual meeting


OUR
DUE DILIGENCE Interim investment decision
PROCESS
IS DEEP AND
EXTENSIVE Legal and TAX DD

Solid reference checks

Final investment decision

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Investment by Strategy Investment by Region

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.

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Portfolio on track to generate top quartile returns

EXAMPLE:
BESPOKE
FUND OF FUNDS Range of money multiples of Investee Funds
PROGRAM

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S P E C I A L I S T P R I VAT E E Q U I T Y F U N D O F F U N D S A D V I S E R

Dedicated team of Track record of


highly experienced investing in top tier
Private Equity experts global managers
Established Focus on Long-term
international the small – trusted
Direct, primary platform Portfolios with optimal mid-market partner for
fund, secondary with a global diversification and buyout our clients
and co-investment network high returns universe

INVESTMENT SOLUTIONS

FUND OF FUNDS MANAGED ACCOUNTS ADVISORY SERVICES

Discretionary / Non-Discretionary
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CONSISTENT TRACK RECORD OF
SELECTING SUCCESSFUL MANAGERS
Europe
U.S.
Asia

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Placement | Advisory
Services

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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

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O N B O A R D I N G O F F U N D S I S D O N E P O S T D D BY M C A G

1. Initial research
2. Introduction
3. DD
4. Engagement
Private Equity Private Debt Venture Capital Real Estate Secondaries/
Co-Investment 5. Placement

Working only with non-competing funds at any given time


taken on platform through a rigorous selection process. 14
2-4 weeks
1. Fund Screening
1. Initial review of fund or GP presentation
2. Introductory calls/meetings to understand the fund and strategy
3. Desk due diligence
4. Approve and sign Moravia’s engagement agreement

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

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E S TA B L I S H E D
FUND PLACEMENT PROCESS

INBOUND
1. Investor identification
Roadshow #1 2. Documentation (DDQ / VDR / NDA / Inv Memo)
OUTBOUND 3. Organize multi-country Roadshow

INBOUND 1. Additional names


Roadshow #2/3 2. Due diligence assistance
OUTBOUND 3. Follow up meetings

Working along with fund manager with minimal oversight,


enabling fund managers to focus on core functions of the fund. 16
Features
1. Involvement of Senior Management
Senior Management of Moravia Capital is involved in
fund placement process from the beginning.

UNIQUE 2. Customized Solutions


FUND For niche investment strategies, we prepare customized fund
PLACEMENT raising plan rather than following a one size fit all approach.
SERVICES

3. Focused Approach
Moravia works with non competing alternative investment
funds on a selective basis.

Our aim is to become a partner in the fundraising process.


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PRIVATE EQUITY M&A ADVISORY
SYNDICATION

Advising Corporates on Advising Corporates on


▪ Raising growth and expansion capital ▪ Both inbound and outbound acquisitions
INVESTMENT ▪ Acquisition financing ▪ JVs and alliances
BANKING
▪ Market entry strategies
SERVICES
Key Strengths Key Strengths
▪ Experienced local team ▪ Local presence in India, European Union,
▪ Larger investor base covering the Middle East and Africa
investors in India, the Middle East, ▪ Highly experienced team of professionals
European Union and Asia ▪ Access to portfolio companies of global
▪ Strong relationship with PE Funds PE Funds
worldwide

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Geographical Coverage

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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.

Moravia’s local presence in key markets, enables us in


raising capital from wide spectrum of investors.
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Europe by Geography Europe by Type of Investor

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%

Europe: 2,170 Investors 21


The Middle East by Geography The Middle East by Type of Investor

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%

The Middle East: 124 Investors 22


Asia Pacific by Geography Asia Pacific by Type of Investor

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%

Asia Pacific: 155 Investors 23


Meet the Team

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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

Former Roles Former Roles


▪ Corporate Strategy Analyst at Edelweiss ▪ CEO of successful manufacturing company.
Financial Services Ltd. ▪ CFO with expertise in fundraising, IPOs, and M&A.
▪ Buy-Side Researcher ▪ Venture capital and private equity experience.
▪ Risk Advisory Specialist
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Mr. Arvind Sharda Mr. Justin Hanley Mr. Joshua Chesno Mr. Pieter Botes
Analyst Analyst Director Investments
Analyst
Experience Experience Experience
Experience
▪ 9+ years in financial markets, specializing • 20+ years international capital market
▪ 5+ years in financial markets, specializing ▪ Analyst at Moravia Capital with financial
expertise and strategic acumen. in Financial Management and Accounting.
in startup fundraising and Venture Capital.
Former Roles
Former Roles Former Roles Former Roles
▪ Senior Accountant/Analyst in the Netherlands,
▪ Venture Partner at a prominent Indian angel investment ▪ Transactions Coordinator at well-known ▪ Founder of RBN Fund Managers and RBN Capital,
Amsterdam.
platform, advising startups on capital raising. Real Estate Group. worked at Investec, RMB, and Deloitte
▪ Legal practice experience at The Honorable Mumbai High ▪ Valuation Analyst in Cape Town.
▪ BS in Economics and an MBA from John
Court. ▪ Bachelor of Commerce in Financial Accounting and
Carroll University in Cleveland, Ohio, USA.
▪ Graduation in Commerce from Mumbai University. Financial Management.

Strong international team with complimentary skillset


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Mr. Jürgen Wohlberg Mr. Martin Filter Ms. Hetanxi Maheshwari Ms. René Keun
Partner Technology Partner Technology Administrative Assistant Executive Assistant & Sales Coordinator
Experience Experience Experience Experience
▪ 20+ years ITC experience, including roles at ▪ Managing Director at All About Cloud, ▪ text ▪ Extensive experience in executive assistant
WDS Global, Vodacom, and Unisys Operations Director at EBM IT, Shareholder and roles with a focus on high-level administrative
co-founder of Instaplan, Investor in Crypto support.
Former Roles Former Roles
Former Roles Former Roles
▪ Successful entrepreneur, founder of multiple ▪ Postgraduate in commerce and trained teacher
▪ Certified A+ and N+ technician, MCSE, BCOM ▪ Executive Assistant to CEO and CHRO
companies
Informatics degree

Strong international team with complimentary skillset


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Mr. Lukas Graf Mr. Murat Cetinkaya Mr. Christian R. Mouchbahani Dr. Andrew Morozov
Blücher von Wahlstatt Advisory Board Member Advisory Board Member Advisory Board Member
Advisory Board Member Experience Experience Experience
Experience • Former Governor, Central Bank of Turkey • Held senior management and board positions • Managing Director of Amhurst Capital Partners,
• Seasoned business angel with successful • Extensive banking career at Jeffries Investment Banking, Dubai Bank, Ph.D. in Physics, M.B.A. in Finance
investments in Europe, U.S.A., and Canada. • Academic background: Political Science, Morgan Stanley, Paribas, BNP Paribas, and The
• Turnaround manager in the 1980s, specializing in International Relations, Sociology National Investor Former Roles
SMEs in IT and Med Tech.
Former Roles Former Roles ▪ Private equity investing, corporate
Former Roles management, entrepreneurship, and
▪ Executive Vice President in banking ▪ CEO of Jeffries Investment Banking for management consulting
▪ Turnaround Manager for SMEs in IT and Med Tech ▪ Deputy Governor MENA region

Strong Advisory Board and IC Committee


with established network and vast experience 29
Track Record Advisory

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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

Technology Fund Buyout Fund Buyout Fund of Fund IX VC Fund of Fund IV


GERMANY USA USA GERMANY
EUR 150m USD 1,000m USD 150m USD 100m
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TRACK RECORD FUNDS

Real Estate Fund Debt Fund Buyout Fund VC Fund II


SOUTH AFRICA EUROPE USA GERMANY
USD 400m EUR 400m EUR 2,500m USD 100m

LBO Fund III Growth Fund II PE Fund VC Technology Fund


AUSTRALIA USA UK USA
USD 1,500m USD 4,000m EUR 200m USD 100m
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Objective High Quality Funds and Satisfied Investors
Presence On the ground in major world markets
Track Record Over EUR 5 billion raised across all asset classes
Investor Base Access to over 2000 investors across the globe

SUMMARY Value Add Structuring and Documentation Expertise


Client Relationship Discerning clientele with long standing relations

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www.moraviacapital.com

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www.moraviacapital.com

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