Automated Solutions for Private and Institutional Invoice Buyers (Investors)

Introduction

For institutional and private invoice buyers (investors) looking to integrate factoring into their investment strategies, we now offer automated solutions for those with an annual budget of 150,000+ CHF. This allows investors to diversify their portfolios effortlessly while supporting the growth and sustainability of small and medium-sized enterprises (SMEs) in Switzerland through the automatic purchase of their invoices on our marketplace.

Save Time with Automated Investing

If you prefer a more passive approach and don’t want to review and purchase each invoice individually, let us handle it for you. We take care of all the details and ensure a seamless factoring experience so you can focus on your core business. With your Power of Attorney (POA) and budget approval, Aequitex can purchase invoices on your behalf through our platform.

Tailored Strategies for Institutional Investors

When you entrust us with implementing your factoring strategy, the purchase of invoices is carried out automatically according to your predefined criteria. You remain in control and decide which invoice categories you want to invest in:

• Rating: Choose the rating level that aligns with your strategy.
• Return Expectations: Define your target return range.
• Concentration Risk: Specify the maximum concentration per debtor or invoice, etc., in relation to your budget.

Getting Started

If you would like to learn more about how factoring can enhance your investment portfolio, we would love to hear from you.

Visit our contact page
Schedule a 30-minute video or phone call.

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