CoInvest supplies systems for the creation of investment concepts. We are at your disposal as consultants or investment concept architects, as required, and will be by your side right up until final prospectus completion including submission to the Federal Financial Supervisory Authority (BaFin) or the approval of individual modules. Being a systems supplier in this sector means that you, as our customer and partner, can get everything from one source, from the structure and legal and economic conception right through to the final prospectus completion. For this we have a longstanding network of specialized partners from the sectors of legal consultancy and fiscal and economic auditing.
Focal points in the creation of investment concepts include the fields of corporate financing/investment offerings to companies, portfolio investments in dedicated asset classes as well as concepts from the real estate sector.
Our concept creation work includes the following product classes:
• Private placement
• Club deals
• Individual investments
• Structured investment vehicles (SIV)
• Closed funds
• Funds of funds
• Special funds
• Special assets
• Profit sharing structures
• Bonds (secured/unsecured)
• Bonds (subordinated/regular)
• Certificates & options
• Bearer bonds
• Structured finance
• Structure equity finance
• Purchase/sale of receivables
• Forfaiting of continuing obligations
• SPV financing
When it comes to creating a fund concept the economic analysis of a fund is at the center of considerations for potential investors. Competency in analyzing the marketability of parameters and the plausibility of assumptions form the basis for producing a transparent concept with corresponding forecasting. Here asset classes range from real estate to alternative investments, in which we have extensive experience. We have developed countless structures in the field of ‘alternative’ investments, specifically with brands and patents as well as other immaterial assets.
Structuring an investment begins with setting clear objectives for the investor. The choice of a suitable legal form, location and type of e.g. an issuance vehicle or form of financing – e.g. in a bond – plays a significant role here. The structure can be critical to the success of both the investor and the investee. Good structuring takes account of the interests of both parties, be it ensuring the success of an issuance, or opening up room for maneuver for a company.
Drafting the prospectus means completing the concept preparations, i.e. drafting the investment prospectus for the respective investment opportunity. This ranges from private placement, an institutional trade or a public offering right through to public listing. The respective different prospectus requirements are given here. In line with CoInvest’s quality standards, in addition to actually creating the prospectus, drafting the prospectus includes regularly coordinating legal, fiscal and IDW (German Institute of Auditors) opinions with the respective partners.
When it comes to investments, innovation extends beyond the investment object. Often the right legal form, the right choice of target group and the right method of approaching the target group, enabling a successful pooling together of investors and investments, are all it takes. Longstanding experience, expertise from specializations and the use and implementation of new ideas have made CoInvest’s current market position in this sector possible.