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.

StrategyOur impact approach

129

Managed so far across three investment vehicles

1

First italian impact investing fund (2006)

20

Years of experience in the sector

45

Supported impact businesses

13

Successful exits

70

Of the carried interest tied to the achievement of impact KPIs

Overall, we have been managing over € 120M through three investment vehicles.

Oltre I
Oltre II
Oltre III
Vintage
Size
Average ticket
# investments
2006
8 M€
0.5 M€
17
2016
43 M€
2 M€
23
2021
target 78 M€
5 M€
8

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.

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Portfolio

We have invested in the most important areas of people’s lives:

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