Institutional Investing and Factoring with Aequitex

Introduction

Aequitex offers tailored solutions for global institutional investors looking to integrate factoring into their investment strategy. Now, investors can diversify their portfolios while simultaneously contributing to the growth and sustainability of small and medium-sized enterprises (SMEs) in Switzerland.

Factoring and Investment

If you prefer not to review and purchase each invoice yourself, let us handle the work for you. We take care of the details and ensure a seamless factoring experience, allowing you to focus more on your core business. Aequitex, upon authorization (POA) and budget approval from you, handles invoice purchases on the platform on your behalf.

Customized Strategies for Institutional Investors

If you are an institutional investor with a limited time budget, you can entrust the implementation of your factoring strategy to us. With our automated factoring solutions, the purchase of your invoices takes place automatically according to your predefined criteria.

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• Creditworthiness: Investors can choose the level of creditworthiness that aligns with their strategy and investment objectives.
• Return Expectations: Investors can define targeted return corridors to ensure that investment outcomes align with performance expectations.
• Concentration Risk: Investors can pecify the maximum concentration levels per debtor or invoice in relation to your budget or other conditions.

Getting Started

Contact us to discuss your individual investment strategy. With Aequitex, institutional investors can seamlessly integrate factoring into their investment portfolio while supporting the Swiss SME landscape with their investment.

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