Cerity Partners

Fidante Partners forms long-term alliances with talented investment teams to support and grow specialist investment management businesses. Through these strategic partnerships, we’re able to provide investors with some of the world’s most compelling investment strategies. We are a global investment management business with approximately $110 billion in assets (as at 30 June 2021) and form part of the Challenger Limited Group, an ASX-listed investment management firm. Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.

We provide our investors a ring side view of investing in startups. The promoters of R&D Capital bring in world class experience in wealth management, financial advisory, investment banking and business management. Our motto is ‘Success with Clarity’. We bring qualitative and quantitative parameters in our approach for an investor-friendly outcome, both in terms of exits and returns and for a scalable business model for startups. Our ‘Studio’ is a platform that connects the startups needs and investor’s interest.

Valedor Partners is a platform similar to a classic merchant bank, through which the Valedor team applies our diverse skill sets for the benefit of our limited partners and portfolio companies. Our mission is to provide curated private investment opportunities on a deal-by-deal basis to investors alongside whom we materially commit our own capital in the pursuit of long-term.

We are a community of 30 million who think - and feel - differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place. With no other parties to answer to and therefore no conflicting loyalties, we make every decision - including keeping investing costs as low as possible - with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!

We bring our extensive experience of working with entrepreneurs across sectors and institutional investors deploying capital to help you make the right decisions for scaling your business. We will help you navigate the fund-raising process right from business planning, developing projections & impactful pitch decks to guiding you to arrive at a fair valuation for your business and negotiations. In a nutshell, we will be your trusted advisor and handhold you through the entire fund-raising process. Having worked with leading family offices and VC as well as PE investors, our team has in-depth understanding of what the investors are looking for while making investments in terms of their sector focus, ticket size and stage of the business. This experience with domestic as well as international investors helps us connect you with the right capital partner in your growth journey. We strongly believe in having skin in the game and hence we co-invest in every transaction that we help raise capital for. This differentiates us from other advisors. We succeed when you succeed. Our relationship with you goes way beyond just helping you raise transformational capital. We remain vested in your future through our investment. We appreciate the grit, determination, conviction, passion and perseverance required to take a concept or an idea and scale it to a sustainable business in the face of various operating challenges. We go to great lengths to help you achieve success as we have the same entrepreneurial DNA. We will open up our global network of professionals who are domain experts in finance, accounting, taxation, performance marketing, social media management, logistics to fuel your growth.

We are a diverse team of investment professionals that has worked together for up to ten years managing a family multi-asset investment fund, from our townhouse office in Mayfair, London. Our clients have been entrepreneurially successful for nearly two centuries and are now in their sixth generation. Our investment portfolio generally includes bonds, equities, shares in private companies, precious metals and third-party funds.