We Invest in Outperforming SMEs

 
 
 

We are actively looking for companies wishing to achieve ambitious growth. The execution of a mutually elaborated and approved Growth Plan takes place hand in hand with the owners of the companies. Moreover, mutual motivation and dedication enhance the creation of success stories within a horizon of 3 to 5 years. In order to ensure positive outcomes, we mainly commit ourselves to an active, though controlled, minority shareholder role via our private equity funds.

 

We invest in ambitious entrepreneurs and companies that:

  • Are established and well positioned in their own industry

  • Have a turnover range of 4Meur to 40Meur, no industry restrictions.

  • Are privately owned, entrepreneur-led companies

  • Have shown profitable annual growth of 20% to 50% during the past 2 years

  • Can be realistically tripled or quadrupled by size via M&As and/or organically

  • Are headquartered in Finland

We typically invest some 3Meur to 10Meur and more by matching with our co-investors and other financial partners.

Bocap’s funds’ Bocap SME Achievers Fund I, II & III investors are Finland-based institutional investors and family offices. The investors base in Bocap’s funds consists of pensions funds (60%), family offices (18%), banks and insurance companies (17%) and public sector -related fund (5%).

 
 

 
Value creation in our portfolio companies is based on strong strategic and business development support to the management teams, in addition to financial investments and pro-active M&A contributions.
— Julianna Borsos, Founding Partner
 

 

Responsible Investments

Bocap is a full member of the Finnish Venture Capital Association (FVCA) and complies with the rules and guidelines issued by the FVCA. In investor reporting, Bocap follows both the fund agreements (LPA) and the Investment Reporting Guidelines issued by Invest Europe. Bocap further applies the International Private Equity and Venture Capital Valuation Guidelines (“IPEV”) and commonly used standard valuation methods evaluating companies.

Bocap is registered with the Financial Services Authority (Finanssivalvonta) in compliance with the Alternative Investment Fund Manager’s act (162/2013).

Bocap is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

For the time being, Bocap does not consider the principal adverse impacts of investment decisions on sustainability factors in the manner described in article 4 of the Disclosure Regulation.

We find adverse impacts of our investment decisions important. However, due to not only the size and nature of our own operations, but also the size and type of companies we invest in, the practical obstacles to assess, measure and monitor the principal adverse impacts are evaluated to be too significant at this point.

Our funds make minority investments into unlisted companies where sufficient data might not even exist, which makes it difficult to measure and disclose the principal adverse impacts. However, based on the scope and nature of our current portfolio companies, we firmly believe the adverse impacts would not be significant, even if measurable.

Bocap regularly monitors its own readiness to report the principal adverse impacts and is prepared to update its policies when appropriate data characteristics and scope can be guaranteed. In the future, Bocap strives for considering the principle adverse impacts in accordance with Article 4(1)(a) of the SFDR.