Solutions
A funding or M&A transaction runs through seven phases. Invest Matching operates in the second, identification and first contact. We consider it the key stage: it is where a deal meets, or fails to meet, the investors whose thesis fits it, and it is the one we have equipped. The platform publishes and filters; the parties contact and deal with each other directly.
The seven phases of a transaction
- 1Strategy and preparation
- 2Identification and first contactInvest Matching operates here
- 3Letter of intent
- 4Full due diligence
- 5Negotiation and legal structuring
- 6Regulatory approvals and closing
- 7Post-acquisition integration
Phase 2: identification and first contact, the key stage
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, without standing between the parties.
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.
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.
Contact request
The investor requests contact, the company sees who is asking and decides whether to reply. The exchange happens directly between them, outside the platform.
Investors in contact
Investors who requested contact on the same file can see each other and talk directly. The platform puts no round together.
What the platform does, and what it does not do
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. Its only revenues are subscriptions 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.
And for the rest of the transaction
Invest Matching is the tool for phase 2. The other six phases 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