Oltre Venture

Oltre Venture is a venture capital company, which since 2006 has been investing in social enterprises bringing capital, managerial and financial skills together with the aim of achieving a positive social impact for Italian communities and at least the preservation of investor capital.. Oltre Venture is a Partnerships Limited by Shares with its unlimited partner Oltre Gestioni s.r.l., run by Luciano Balbo. Oltre Venture has a fund structure defined through the shareholders’ agreements.

The investment portfolio is diversified, innovative with some emblematic investments which are now seen as first movers to be repeated. The most part of portfolio is now reaching the financial sustainability generating social and economical value. Oltre Venture is an attractive centre for social sustainable projects and it has become a reference brand. Annually Oltre Venture assesses more than 100 projects in the social field. Oltre Venture is a venture capital company, which since 2006 has been investing in social enterprises bringing capitals, managerial skills and knowledge within the social area. The purpose of Oltre Venture investments is to combine two effects : return on capital over the long term besides social and economic value for the community.

http://www.oltreventure.it/

Financial description

Oltre Venture operates according to the venture capital model, we invest in the risk (equity) capital of the enterprises, this is the most powerful means to support the innovation and the start-up of enterprises. Oltre Venture’s model is a combination of financial resources, skills, proactive approach and entrepreneurship.
The portfolio is focused on 4 main investments, representing the 72 % of the total portfolio. The portfolio allocation is strongly overbalanced due to the small amount of resources available that did not allow an equal distribution. So far Oltre Venture has consciously chosen a deep experimental approach. Some of the smallest investments, mostly in the health sector, are to be seen as steps of Oltre Venture’s learning path. In 2012 we will implement our first exit strategies, selling small investments to controlling partners of the company. It can be estimated that the value of portfolio (in spite of discounting experimental choices and initial mistakes) is at the same level as the initial capital of investors.