Investment Focus

The Momentum Fund:
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Has a broad technology and industry focus. It is happy to consider investments in almost any area of technology.
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Is a value added investor. Momentum is heavily involved in assisting the development and growth of each investee.
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Invests in companies at various stages of development, including seed, start-up and early expansion stages. Preferably however, the business should have progressed beyond being just an idea. It should have the following aspects in place:

 

 - A management team with relevant experience in the target industry
- A product that is either complete, in prototype or proof of concept
- Customers who have purchased or will commit to purchasing the company's product
- A business plan for commercialising and exiting the opportunity
• Will not invest in companies where it would only obtain a small, passive shareholding. The preference is to have an equity stake of around 20-40% in its investees, with the company's key personnel holding substantial equity stakes.
• Has a strong preference for investing in Pty Ltd companies that have direct ownership of the intellectual property that is to be commercialised.
• Seeks to invest in companies where the Fund can have a realistic expectation of achieving its benchmark investment return of ten times its investment in five years - an effective rate of return of 58% compound on the investment.