BLUETECH II

Growth Opportunities

The Bluetech II Fund targets the best growth opportunities in innovative and technological Portuguese companies, ranging from early-stage VC to growth PE. The Fund is at the core of Iberis’ origination and execution infrastructure.

Investment Strategy

Bluetech II

Investment Strategy

The Fund targets innovative and technological Portuguese companies in different development stages: (1) start-ups with solid R&D projects, proven results and applications and potential for global scale; and (2) established companies with strong R&D and positive cash-flow, offering downside protection. Beyond the financial support, Iberis supports its portfolio companies in structuring their management processes and governance to ensure that growth potential is unlocked.

Bluetech II

Fund Structure

Typically, the Fund will take on (1) minority stakes in start-ups with solid R&D projects, with proven results and applications and (2) both controlling and non-controlling stakes in companies with strong R&D and positive cash-flow, offering downside protection. The Fund targets a portfolio of 15 to 20 investments across the two segments, with tickets typically ranging between 2M€ and 10M€.

KEY NUMBERS

Targeting companies with solid R&D projects with proven results

Investment in each firm €2M - €10M
Portfolio Target 15 – 20 Investments
Fund Life 10 years (until November 2030) *
Investment Period 8 years *

* 2x2 years, optional by decision of the participants

Solid Performance

PAST PERFORMANCE

Bluetech I was the predecessor of the current Bluetech II. It has achieved a solid performance to date, following a similar investment strategy.

  • 2017

    Inception year

  • 8%

    Distributions as % of fund capital

  • 9

    Start-ups

  • 7

    Established Companies

Superlative performance
Why choose Iberis

An advantageous solution

Over 600 investors trust Iberis Capital due to our unique approach, complete independence and transparency.

  • Defensive Investment Structure

    The Fund executes deals with solid downside protection and high growth potential.

  • Differentiated Investor Base

    The Bluetech II fund has private and institutional investors, both national and international.

  • Reputable Managing Society

    One of Portugal’s largest and most experienced private equity teams.

  • Conflict of Interests

    Strict policies limit conflicts of interest, with transactions between funds or co-investments only in strict pari passu terms.

  • Alignment of Incentives

    Partners are exclusively dedicated to Iberis and have the majority of their net worth invested into Iberis Capital funds, having invested over €1M in Bluetech II, guaranteeing complete alignment of incentives.

  • Transparency

    Transparent fee structure. No additional fees or income leakage to the managing company or agents beyond the ones specified in the investment agreement.


Golden visa

Bluetech II & Golden Visa

The investment in the Bluetech II fund is eligible for the Portuguese residency by invest programme, commonly named Golden Visa. This popular programme grants Portuguese residency upon application approval, free travel in the EU area and a path to citizenship in five years.

Learn More
Greytech II and Golden Visa
CONTACT US

Learn about our investment solutions

We are available to answer any questions you may have regarding Iberis Capital and our funds.