Investor Advisory

Opportunity Sourcing

Navigating the torrent of investment opportunities in the dynamic tech sector can feel like charting a course through a storm. Cube Capital is a reliable compass in this relentless tempest, guiding you with our profound knowledge of the tech sector, extensive databases, and robust relationships with founders and shareholders.

At Cube Capital, we understand that only some investors possess the bandwidth or resources to scan the entire market and pinpoint potential investments. Our seasoned professionals are here to bridge this gap. We work closely with you to comprehend your investment objectives, fine-tuning our strategy to align perfectly with your goals.

Armed with expansive databases that map out the tech landscape — including product details, market information, and financial data — we offer our clients a bird’s-eye view of potential opportunities and the challenges each venture might present. Our comprehensive analysis and thorough due diligence ensure you possess the critical data required for informed investment decisions.

Partnering with Cube Capital opens access to a wealth of knowledge, drawing from the experiences of key industry stakeholders. This provides invaluable insights into founders’ and shareholders’ motivating factors and crucial priorities.

Cube Capital is your comprehensive solution for opportunity sourcing in the tech arena. We assist you in identifying and seizing the most promising investment prospects. You gain access to our vast knowledge base and insightful understanding of the motivations and priorities shaping the tech sector by engaging with us. Delve into the dynamic world of tech investments with Cube Capital as your guide.

Investment Reviews

Independent investment reviews become indispensable when investors are contemplating investments in tech companies or holding equity in tech firms and need to reassess their ongoing involvement. With its deep understanding of the tech sector, extensive expertise, and robust relationships with industry insiders, Cube Capital offers independent investment reviews for investor clients in both scenarios.

Investors might find themselves in various situations requiring engaging with Cube Capital’s team. These situations include:

1. High-Risk Investments: This applies to investments with a high-risk level, such as startups or companies with unproven business models.
2. Conflict of Interest: This could be when the investor has a personal or professional relationship with the company.
3. Diversification: In cases where the investment portfolio is expanding to include tech companies.
4. Mergers and Acquisitions: When a tech company is involved in a merger or acquisition, an independent review can help investors comprehend the deal’s implications and whether it aligns with their best interests.
5. Significant Changes in Company Performance or Strategy: This applies when a tech company undergoes substantial changes, such as a shift in leadership, a drastic modification in business strategy, or unexpected financial results.
6. Due Diligence: When considering a new investment or reassessing an existing one, an independent review can be part of the due diligence process to ensure a comprehensive understanding of the investment.
7. Peer Comparison: If an investor wishes to compare the performance and potential of their investment with other similar tech companies, an independent review can provide this comparison and context.
8. Exit Planning: When considering selling or otherwise exiting an investment in a tech company, an independent review can assist investors in assessing the current value and prospects of the company, thereby informing their decision-making process.

Cube Capital’s value to investors by conducting investment reviews is irreplaceable, especially for investors who need a dedicated team of analysts focusing on the tech sector.

Investing in Tech

Navigating the Realm of Technology Investment

Investing in the technology sector promises significant returns. However, such a venture comes with its unique complexities. Unlike their Venture Capital and Private Equity counterparts, individual investors often need more extensive resources, including teams of analysts and large databases, making it challenging to identify, evaluate, and price investment opportunities confidently.

Cube Capital is committed to bridging this gap, providing essential support for investors in the technology sector.

Enabling Informed Decision-Making through Expertise

As a specialised technology Mergers and Acquisitions (M&A) advisory firm, Cube Capital provides an invaluable service to investors. We assist in identifying, evaluating, and deciding which technology companies present the most viable and lucrative investment opportunities. Many of these opportunities remain undisclosed in the public domain, but our expertise lies in uncovering these hidden prospects.

A Dedicated Focus on Technology Investment

Armed with extensive experience and a singular focus on the technology industry, our advisors provide comprehensive guidance on various investment-related matters. These include identifying potential investment opportunities, conducting in-depth analysis and reviews of technology companies, and delivering astute advice on pricing and negotiation tactics.

Access to Private Technology Investment Opportunities

A multitude of enticing technology investment opportunities exists within privately held companies. Unlike publicly listed entities, these companies do not disclose investment-related information publicly. Cube Capital’s team maintains a diligent monitoring process and has established direct relationships with the founders and shareholders of these private entities.

Assisting Investors in a Complex Landscape

Cube Capital assists investors in identifying, selecting, and navigating the complex and ever-evolving terrain of technology investment.

Please note that Cube Capital exclusively offers services to sophisticated and wholesale investors. We welcome your inquiries and look forward to guiding you through the rewarding world of technology investment with Cube Capital.

Investor Due Diligence

In the fast-paced and intricate world of tech investments, precision isn’t just a preference—it’s a necessity. And that necessity is what breathes life into the practice of due diligence. This is your compass guiding you through the often-turbulent seas of tech investment decisions. When Cube Capital is at your helm, the complex waters become a clear, navigable pathway.

At Cube Capital, we see ourselves as more than just advisors. We are your allies, your seasoned navigators through the winding labyrinth that is tech investment. Our professionals, rich with tech industry experience, are skilled at decoding the intricate layers of tech companies, unearthing promising opportunities and mitigating potential risks. With us, due diligence becomes less daunting and more of a power tool, empowering you to venture confidently into the tech investment terrain.

Due diligence is the lifeblood that nourishes every transaction—from passive investing and capital raising to mergers and acquisitions. One crucial component is financial analysis, where we delve deep into a tech company’s fiscal health, gauge its performance, and identify potential risks and opportunities. The Cube Capital team makes numbers speak volumes, imbuing you with the clarity to discern a company’s value and potential.

Yet, financial scrutiny is just one aspect of our due diligence process. We also dive into the tech-specific elements of the company—its products, services, markets, customers, and technology. Our technical due diligence offers valuable insights into the strengths and weaknesses of a tech company’s operations, equipping you with the information needed to make informed decisions.

Choosing Cube Capital isn’t merely about gaining access to experience and proficiency. It’s about joining forces with a team that equips you with the insights and confidence to navigate your tech investment journey. Unleash the full potential of your tech investments with Cube Capital—where due diligence isn’t just a procedure, it’s our commitment to your success.