Client Care
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In addition to our helpful family office services, available as needed, we can fulfill any non-financial need or wish you may have through our collaboration with a leading global concierge service.
We have been investors in Grubmarket since 2019 when its valuation was $200M. Bringing innovation to the complex food supply chain in the US, Grubmarket serves a broad range of customers with its B2B and B2C platform. Grubmarket has shown rapid growth with ARR tripling since 2020. Its latest valuation stands at $2.1Bln. Positive trends continue as the company meets key milestones and prepares for IPO.
In 2020, AlphaSwiss gained investor access to Redesign Health, a company building tech-enabled healthcare solutions that keep pace with the trajectory of science and research. At the time of our investment, the company’s valuation stood at $300M. The most funding recent round, which included top US-based financiers, brings Redesign's post-money valuation to $1.7 billion.
In November 2017, we obtained access to an investment in Dropbox for our clients, only four months ahead of the IPO. The stock opened in the public exchange at +35% from our entry price.
In late 2015, we invested in DocuSign. The company went IPO in April 2018 and the stock opened at +90% from our entry price. We are also strong proponents of this technology and implemented it in our processes, with e-signature required on most documentation.
We have been investors in Lyft since 2015 and participated in several funding rounds from a first valuation of $3.7 billion. In June 2018, the company raised $600 million from Fidelity at a valuation of $15 billion. They came IPO in March 2019 at a valuation of $24 billion.
In mid-2017, we invested into TransferWise, the fintech company disrupting money transfers. Since then, the company has maintained a growth rate of 70% YoY. Recently it announced a deal with a major European bank to offer inexpensive currency transfers to its clientele.
Back in 2015, we invested in Palantir, the big data analytics company backed by PayPal’s co-founder Peter Thiel. The company was valued at $13.2 billion at the time. It went public (IPO) in September 2020 and was valued at $44 billion in February 2021, when our investment lock-up ended.