WE SHAPE IMPACT INVESTING FOR PEOPLE AND SOCIETY
Strategy
We invest in innovative companies capable to address the major social and environmental challenges.
Oltre Impact is the first impact fund manager in Italy, supported by a strong investor base with key institutional investors such as the European Investment Fund (EIF), Cassa Depositi e Prestiti (CDP), Banca Intesasanpaolo and main Italian family offices.
With the Oltre I and Oltre II vehicles, to date it has invested over 50 million euros in 30 social impact companies, addressing fundamental individuals’ needs. Our managing partners, Luciano Balbo (President) and Lorenzo Allevi (CEO) have worked together since 2006, and the investment team holds 50+ cumulative years of experience in the field.
Oltre set up a third fund, Oltre III, with a first closing of € 53M and a final collection target of € 100M. As of today, we have already secured ca. € 78M. In 12 months, the fund has invested € 19M (25% of fund commitment) in 7 SMEs.
Oltre III Fund is classified under Article 9 of the EU Regulations.
With this third vehicle, Oltre strengthens its investment strategy towards companies of significant size and with high development potential. The fund will invest both in growth equity and in acquisitions of companies which are pursuing impact models and operating in high growth sectors.
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Overall, we have been managing over € 120M through three investment vehicles.
Team
Our team combines venture capital and private equity experiences with managerial skills. Thanks to an extensive network of advisors and industry professionals, we are able to offer concrete support to our investees.