INVESTOR PARTNERSHIP
Deal Sourcing for Investors
More relevant deal flow. Less legwork.
CONFIDEX helps investors identify potentially suitable companies, categorize them systematically, and prepare for substantive discussions.
Early access to relevant companies
Through our existing financing and corporate finance contacts, we establish early connections with companies—sometimes even before a structured investor outreach process begins.
We match suitable investment opportunities with your investment profile, organize relevant information, and prepare it for further review.
The goal here isn’t to generate as many contacts as possible, but rather to identify pre-qualified investment opportunities that generally match your search criteria.
Your Benefits
Appropriate Access
Access to companies through existing financing and corporate finance contacts—supplemented by targeted research.
Pre-qualified rather than unfiltered
Fit with the search profile, the team, the market, key figures, and available documentation are organized in a structured manner.
Be Better Prepared for Your Initial Consultation
You’ll start with the context, outstanding issues, and clear next steps for review.
How the Collaboration Works
Successful deal sourcing begins with a clear understanding of your investment profile.
1. Define Your Investment Profile
To start, we’ll determine which companies are generally relevant to you.
These include, in particular:
- Industry
- Phase
- Ticket Size
- Region
- Exclusion Criteria
Your investment profile determines the specific search criteria for further research.
2. Identify companies
Based on this, we conduct targeted research to identify potentially suitable companies.
In doing so, we use, among other things:
- Existing Contacts
- Network
- Appropriate Data Sources
3. Determine Investment Fit
We systematically evaluate potential investment opportunities.
In doing so, we focus in particular on:
- Team
- Market
- Numbers
- Available Documents
- Outstanding Issues
This classification does not replace a thorough due diligence review, but it does provide a better basis for deciding whether further review is warranted.
4. Prepare the basis for decision-making
Relevant information is compiled in a structured manner and prepared for further review.
Depending on the nature of the collaboration, this may include, for example:
- Brief Profile / Investment Memo
- Classification
- Next Steps in the Review Process
5. Support the contact
If both parties are interested, we facilitate the transition between the company and the investor.
This may include:
- Introduction
- Scheduling
- Feedback
- Possible follow-on financing
For which investors?
Our services are aimed specifically at:
- Venture Capital Firms
- Private-equity firms
- Family Offices
- Business Angels
Why CONFIDEX?
We operate at the intersection of business, financing, and investors.
Our ongoing work on financing and corporate finance projects gives us insight into business models, financing needs, and development plans.
This close connection to the market forms the foundation of our deal sourcing: We match potentially suitable companies with your investment profile and prepare relevant information for further review.
Collaboration Based on Your Investment Profile
Every investor has their own investment strategy. That is why our collaboration with you is tailored to your specific profile and needs.
During our initial discussion, we’ll clarify, among other things:
Based on this, we can determine specifically which tasks we can take on in your existing deal-sourcing process.
20 minutes for an initial comparison
Let’s compare your current investment profile with your deal flow needs and see where a partnership would make sense.
Compensation: Flexible and negotiated on an individual basis—depending on the scope of services and the nature of the collaboration. Performance-based components are possible.
Pre-qualified investment opportunities that match your search criteria.