Who we are
About Us
Lida Family Office SA is a Swiss single-family office.
The family’s investment philosophy has been cultivated over the years of successful investing in the US, Europe and Emerging Markets. The family invests in private equity, credit opportunities, venture capital, real estate, hedge funds and short-term products for liquidity management.
The family believes in meticulous due diligence, efficient communication, detailed quantitative and scenario analysis, and complete transparency with our business partners.
The family follows a firmly established, multi-layered investment approach based on proprietary origination channels, robust fundamental analysis and strong focus on diversification and downside protection.
The family also developed a thorough understanding of the efficient governance and management structures for sophisticated private and institutional investors.
This established platform allows to meet the investment needs of the family and to ensure that the family receives attractive risk-adjusted returns.
Who we are
History
Lida Family Office SA was set up in 2016 in Geneva, Switzerland.
Private Equity
Credit Opportunities
Venture Capital
Real Estate
Hedge Funds
Liquidity Management
The Family as an investor
Lida Ventures Private Equity
The family has successfully invested in multiple companies in the chemical, real estate, consumer staples and technology sectors. Open to new strategic long term partnerships, the family has always valued long standing relationships which have created interesting business opportunities along the way.
Lida Ventures PE is the private equity arm of the Lida Family Office. Based on an already existing in-house knowledge and interest in investing in start ups, we have created a center of expertise within the Family Office.
Goal
Identify upcoming leading companies with innovative business models and provide funding. Generate above average returns and build up long term strategic holdings.
Target Sectors
- Technology sector with a specific focus but not limited to: Artificial Intelligence, Big Data, Blockchain, Cloud, Wearables, Payments, Social, Online Consumer Services, Autonomous Driving, VR, Gaming, Drones,
E-commerce, EV Batteries, OLED - Biotech
- Fintech
Target Companies
There are two Private Equity portfolios. Portfolio A is of a strategic nature and holds more mature, proven companies with established management teams and high profile shareholder bases. Portfolio B is a more speculative portfolio where funding is provided to young companies with potential revolutionary ideas. Nonetheless, the family has a clear preference for the strategic portfolio A.
Investment criteria
Innovative Business Models
- Market defining companies with innovative business models
- Focus on online and mobile
- Customer first focus
- Scalability
Growth Tipping Point
- Usual funding entry point around series C funding
- Proven business models with double digit revenue growth
- Ideally already profitable or with a clean path to profitability within the next 12-24 months
Top Management Team
- Entrepreneurs with strong execution skills and proven track records
- Managers with industry specific knowledge
- A high profile shareholder base
Leadership position
- Market dominance
- Leading companies which have created or pioneered a niche/market segment
Clear Exit Strategy
- A clear understanding of the exit strategy
- 2-4 years holding period
From Our Founder
Team
We have a multinational, multicultural team of former bankers, auditors and consultants who are highly educated and experienced in their respective fields.