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For Investors

Participations where somebody works after closing.

Investors and capital partners ask the same question entrepreneurs do: whom do I entrust my capital to? Our answer: we structure every participation individually, bring it together with our investor network, and take operational responsibility afterwards. Co-investors decide per transaction, on the basis of full documentation and without committing capital in advance.

Benefits

Access

Participations in selected mid-market companies, mostly from situations that are never marketed. Each one selectable individually.

Alignment

We stand behind every participation with our time, experience and name, and carry the operational responsibility after closing.

Effect

Active operational value creation after entry. The difference shows in the business itself, not just in the valuation.

Returns come from better companies, not from short-term financial engineering.

Structure

Structure follows the entrepreneurial logic, not the other way round.

We grow on proven value creation rather than on capital raised, in three phases.

  1. Phase 1 — today

    Deal-by-deal and club deals

    Every transaction through a dedicated SPV. Full transparency and freedom of decision per transaction. No blind pool, no fund vehicle. The capital comes from our investor network.

  2. Phase 2 — build-up

    Operating holding company

    As the portfolio grows we consolidate holdings into an operating holding. Acquisition through our own structure, an active ownership role — entrepreneurial, not a fund construction.

  3. Phase 3 — outlook

    Institutionalisation

    Only once track record and portfolio size justify it will we pursue the relevant licence or a hosting setup — as the basis for institutional capital and a broader setup.

The specific corporate and regulatory structure is determined per transaction together with the advisers involved.

Investment criteria

Four criteria, and all four have to hold.

01

Strong entrepreneurs

Vision, product, a sense of responsibility. People who know their business better than we do.

02

Proven substance

Market validation, reliable customers, a working operational base.

03

Scalable potential

The path from a successful single business to a platform has to be visible.

04

Value worth creating

Long-term positive economic and social value.

Parameters

Region
Austria and Southern Germany; selected situations in Switzerland, Northern Italy / South Tyrol and Central Europe
Sectors
Sector-agnostic, focused on real operational substance
Investment size
VC from € 100,000 · PE from € 500,000
Stake
Majority and qualified minority
Holding period
Long-term, no fixed exit horizon

Interests

We advise and we invest. So we address the conflict before you raise it.

Our business model combines short-term cash flow with long-term wealth creation. Advisory and execution mandates generate recurring income; that income funds the build-up of the platform and the evidence that we deliver. Participations create long-term company value.

That gives us independence: we never have to take a participation in order to earn, or accept a mandate that does not fit.

Four guardrails

Cash first

An equity stake never replaces the base fee of a mandate, so our advice never hangs on our stake.

Separate mandates, in writing

Advisory mandate and investment interest are kept contractually separate. Where both arise in the same situation, we disclose it in writing beforehand.

No commission brokerage

We do not introduce a company for a success fee to a buyer in which we hold an interest. If we want to buy, we appear as a buyer.

Selectivity over volume

We deliberately hold only a limited number of participations and mandates at once, because responsibility needs capacity.

These guardrails are the reason entrepreneurial families give us access to situations that never reach the market.

Specific terms are discussed in person and made available to invited partners in the restricted area.

Investor access

Full documentation instead of a polished teaser.

Invited partners receive access to our project overview: investment thesis, key figures, structure, timeline and the full data room for each participation. Released deal by deal, confidential, every access logged.

Access is granted by personal invitation only, after a first conversation. There is no open registration.

Founding Partners

The first partners shape a firm more than the next fifty.

From autumn 2026 we are holding conversations with a deliberately small circle. Founding Partners see opportunities before the circle widens, talk directly to us rather than to an investor relations team, and shape how this firm works.

To us, founding partners are counterparts, often entrepreneurs themselves, who tell us when we have it wrong.

Who we are looking for

  • Entrepreneurs who have sold or are operationally active
  • Family offices with an operating portfolio in DACH, Northern Italy / South Tyrol or DACH-adjacent Central Europe
  • Experienced operators who bring capital and time
  • Foundations and institutional partners

Request a conversation

Your details go directly to the founders. No distribution list, no newsletter.

This request creates no rights and no obligations on either side. It initiates a conversation; it is not a subscription.

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The content of this page is provided solely for information about the activities of Shift & Sustain Capital Partners. It does not constitute a public offer, an invitation to subscribe for or acquire financial instruments, or investment advice. Information on specific opportunities is provided exclusively to personally invited recipients within the restricted area. Investments in unlisted companies carry substantial risk, up to and including the total loss of the capital invested.

Next step

Let us get to know each other.

A first conversation takes thirty minutes and commits you to nothing. You will learn where you stand with us, and for everything after that we take the time it needs.