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Ulixes SGR is an Italian investment management company founded in October 2019 and authorized by the Bank of Italy. The firm operates under the Banca Popolare di Fondi Group, focusing on providing alternative investment sources that deliver both financial resources and expertise to adapt business models in a competitive landscape. Ulixes SGR emphasizes supporting the entrepreneurial ecosystem through Private Equity and Private Debt funds, with a strong commitment to sustainable finance.
As of now, Ulixes SGR manages a fund size of $6 million and has developed a portfolio that includes several impactful companies across various sectors. The firm operates from multiple office locations in Italy, including Rome and Milan, and aims to align its investments with the UN Sustainable Development Goals (SDGs). Notable milestones include the launch of their proprietary Impact Fund and the co-managed Lumen II fund, which targets early-stage investments in technology-driven sectors.
Ulixes SGR primarily invests through Venture Capital and Debt financing, targeting early-stage and Series A companies across several sectors, including agtech, insurtech, fintech, digital health, and cybersecurity. Their investment strategy includes providing risk capital for technology transfer initiatives and scalable projects, with check sizes ranging from €150,000 to €2,000,000. The firm leverages its expertise in the credit industry to create customized financing solutions that align with best practices in ESG sustainability.
Ulixes SGR promotes sustainable business development by ensuring that their investments not only yield financial returns but also contribute positively to society and the environment. The firm actively seeks startups that demonstrate innovative approaches and a commitment to sustainable practices, aligning their risk-return profiles with the UN Sustainable Development Goals.
Ulixes SGR has built a diverse portfolio of companies that align with its investment focus on sustainability and innovation. Notable portfolio companies include:
These companies exemplify Ulixes SGR's commitment to investing in initiatives that generate significant positive impacts on local territories while adhering to sustainable practices.
Gianluca Marzinotto: President of the Board, brings extensive experience in investment management and strategic planning.
Federico Pozzi Chiesa: Vice President of the Board, has a background in finance and venture capital, focusing on innovative startups.
Nicola Rasile: Board Member, contributes expertise in corporate governance and investment strategies.
Gianluca Grugni: Independent Board Member, offers insights from his experience in various sectors, enhancing the firm's strategic direction.
Luca Adinolfi: Board Member and General Partner, specializes in venture capital and has a strong track record in supporting startups.
Riccardo Placitelli: General Manager, oversees daily operations and strategic initiatives within the firm.
Davide Fioranelli: General Partner, focuses on sourcing and managing investments in line with the firm's mission.
Daniele Vadori: Key Manager, plays a crucial role in managing relationships with portfolio companies and stakeholders.
To pitch Ulixes SGR, founders should use the contact form available on their website at this link. It is important to include a comprehensive pitch deck that outlines the business model, market opportunity, and financial projections. Ulixes SGR prefers detailed information that showcases the startup's alignment with sustainable practices and innovative solutions.
Response times may vary, but founders can expect to hear back within a few weeks. Warm introductions are beneficial but not mandatory.
In 2023, Ulixes SGR announced the successful deployment of €6.1 million in initial investments through their Ulixes Impact Fund I, targeting companies in the agtech and impact sectors. This fund aims to support innovative startups that align with sustainable development goals.
Additionally, Ulixes SGR has been actively involved in the launch of Lumen II, a seed-stage fund focused on insurtech, fintech, digital health, and cybersecurity, further expanding their investment reach and impact.
What are Ulixes SGR's investment criteria?
Ulixes SGR invests in early-stage and Series A companies across sectors such as agtech, insurtech, fintech, digital health, and cybersecurity. They look for startups that demonstrate innovative solutions and a commitment to sustainable practices.
How can I apply or pitch to Ulixes SGR?
Founders can pitch their ideas through the contact form available on their website at this link. It is advisable to include a detailed business plan and financial projections in the pitch deck.
What makes Ulixes SGR different from other investors?
Ulixes SGR combines venture capital with a strong emphasis on sustainable finance and technology transfer initiatives. Their dual-fund strategy allows them to cater to both impact-driven and traditional sectors, providing tailored financing solutions.
What is the geographic scope of Ulixes SGR's investments?
Ulixes SGR primarily focuses on investments within Europe, particularly in Italy, aligning with their commitment to support local entrepreneurial ecosystems.
What is the typical check size for investments?
Ulixes SGR typically invests between €150,000 and €2,000,000 in their portfolio companies, depending on the stage and needs of the business.
What kind of post-investment involvement does Ulixes SGR have?
Ulixes SGR provides not only financial support but also strategic guidance and expertise to help portfolio companies adapt their business models and achieve sustainable growth.
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