Our pipeline is constantly updated as new technology opportunities emerge and others are removed as they do not meet our investment criteria.
About Klimatrix
Together, we can explore your financial situation, develop a strategy and move forward according to your own unique goals.
A better structure and more disciplined approach to investing
Full-service financial planning extends beyond investing. Our services are tailored to each client’s needs and can include retirement planning, insurance suitability review, tax planning, education planning, and cash flow management.
Whether establishing a new investment plan or maintaining an active program, we’ll help you meet your financial goals through in-house portfolio management and a carefully selected third-party group of specialized portfolio managers.
Our network of solution partners includes professionals in insurance strategies, estate planning, tax return preparation and elder law.
Action steps
Med-Tech
We are solely focussed on medical technologies.
Targets
We target early to mid-stage technologies, where we can see a demonstrable global competitive advantage, a pathway to commercialisation, and the intellectual property can be secured.
Initial Screening
We screen for technologies that offer breakthrough innovations, targeting unmet market needs whilst identifying the technology patent status and the size of the targeted marketplace.
Asset Evaluation
We then look deeper to determine the viability, the technology IP status, the economic life cycle and the market size.
Due Diligence –Phase 1
The Medical Advisory panel evaluates the clinical need, technology, technical feasibility and delivers a market evaluation.
Due Diligence -Phase 2
The Investment Management team then assess the people and the IP. Consider and evaluate the market place, the companies forward strategy, funding requirements and the required resources.
Approvals
Once the terms are agreed, we present our decision to the Investment Committee for their support.
Active Management
The Klimatrix team supports all the companies we invest in. We actively manage and monitor their performance, technology development, and maintain an eye on risk.
Investment opportunities
If you want to know more about how we can help, get in touch now to talk to one of our investment management professionals.