Solutions
A funding or M&A transaction runs through seven phases. Invest Matching equips phases 2 to 4: identification and first contact, letter of intent, due diligence. Identification remains the key stage: it is where a deal meets, or fails to meet, the investors whose thesis fits it. Then come the introduction, the document exchange in a data room and the verification of the file. The platform publishes, filters and keeps the record; the parties deal with each other directly.
A transaction has seven phases; Invest Matching equips phases 2 to 4
- 1Strategy and preparation
- 2Identification and first contactInvest Matching operates here
- 3Letter of intentInvest Matching operates here
- 4Full due diligenceInvest Matching operates here
- 5Negotiation and legal structuring
- 6Regulatory approvals and closing
- 7Post-acquisition integration
Phases 2 to 4: from first contact to due diligence
Everything is decided here. A company knocking on the wrong door loses months; an investor receiving off-thesis files loses analysis time. Invest Matching equips this stage in both directions, then what follows: introduction, data room, review of the file. Without standing between the parties. Everything is free during launch.
Diagnostic and completeness score
Sector, stage, key figures, funding need: the company gets a score that measures how complete its file is, visible to it alone.
Filter on published criteria
The file is compared mechanically with each profile's criteria: sector, country, minimum and maximum ticket, instrument. These criteria come from the fund's public information, or from the fund itself once it has claimed its profile. No human selection.
Fund directory
Each profile details the fund's investment thesis, and can be browsed without an account.
Tracking of your funding applications
For registered accounts, "My projects" keeps the history of each project and of its matching runs, refreshed whenever a criterion changes, and tracks the funds contacted: who, through which channel, when, where the discussion stands, their feedback and reasons for declining. The analysis of each fund's deals shows what fits the project and what to highlight.
Anonymous teaser
The investor sees the sector, country, stage, key figures and funding need. Never the company name until the company has chosen to reply.
Introduction requests
The investor requests an introduction with a message, a ticket and an instrument. The company accepts or declines within 14 days, with a reminder. On acceptance, contact details are exchanged and a private conversation opens.
Pipeline
Each party declares its own time-stamped stages, from introduction to signing. The platform does not check them: it is your tracking, not a commitment.
Data room
One data room per file: versioned files, view-only if needed, access per investor and per folder, with expiry and revocation. Confidentiality agreement accepted before the first file, 5-minute links, access log, Q&A.
Verified review and Trust Note
A partner auditor examines the documents (legal existence, ownership, financial statements, management KYC, litigation…) and signs a Trust Note. Verified badge for 12 months. It is not an assessment of the opportunity.
The platform publishes and filters; the parties deal directly with each other
Invest Matching is a tool: a directory, a publishing space and a filter. GJO&PARTNERS LTD, which publishes it, is not authorised by the Financial Conduct Authority and did not build the platform to stand in for the parties.
- The platform neither selects nor recommends any file or investor: the filter applies each profile's criteria, compiled from the fund's public information or entered by the fund once it has claimed its profile.
- The platform takes no part in any negotiation and receives no remuneration linked to transactions concluded. During launch, all its services are free; its future revenues will be flat fees and the firm's engagements, billed independently of any transaction.
- Before publication, a file or a profile goes through a completeness and authenticity check: the fields are filled in, the account genuinely represents the organisation it claims. This is not an assessment of the quality of the opportunity.
For phases 1, 5, 6 and 7, the firm steps in under a separate engagement
Invest Matching is the tool for phases 2 to 4. The other four are not left unanswered.
GJO & Partners, the firm
The firm supports its clients across all seven phases: strategy and file preparation, letter of intent, due diligence, negotiation and structuring, approvals and closing, integration. Invest Matching is the tool; the firm is the advisor, under a separate engagement on fixed fees.
Write to the firmFinOS, after closing
Once the stake is taken, FinOS, the accounting and management solution from GJO & Partners, takes over for post-acquisition integration: the portfolio company keeps its books there, and the investor follows its figures through integrated reporting.
Discover FinOS