The z5invest strategy

Overview

Z5 Invest is a family office founded and led by a senior executive with extensive experience in the finance and operations of technology companies. We focus on established B2B technology companies and traditional businesses at turning points, such as technological innovation or succession. These companies typically have proven business models and established customer bases.


In addition to capital, we provide top-tier management expertise and access to a broad professional network. We collaborate and co-invest with strategic partners, including family offices and private equity firms, to pool expertise and resources.



Our mission is to drive business development, foster sustainable growth, and create value for all stakeholders.


Our Goal

We form long-term partnerships with companies and investors to advance business development and sustainable growth, creating value for all stakeholders in the operational success of our investments.


Investment Focus

We invest in established B2B technology companies and traditional businesses at critical inflection points, such as technological innovation or succession. These businesses generate positive cash flows or are positioned to achieve cash flow positivity soon.

What We Offer


  • Extensive financial expertise, including years of experience as Chief Financial Officer (CFO) and Chief Operating Officer (COO)
  • Non-Executive Director roles at investment companies
  • Operational expertise in technology companies
  • Proven track record in sustainable value creation with significant corporate value increases (up to >10x)
  • Strong network of family offices and institutional investors
  • Personal operational involvement
  • Short decision-making cycles
  • High flexibility, free from external constraints

What We Don't Do


  • We generally do not invest in early-stage companies or start-ups or in B2C companies.

Structure Of The Investment


  • Majority or minority shareholdings in companies with a focus on B2B technology companies
  • Investments in private equity
  • Openness to cooperation with partners
  • Long-term investment period without a fixed exit date


Investment Management


  • Active strategic and operational support of the company
  • Broad operational expertise to promote business success
  • Incentive and participation of management in the company's success
  • Use of the professional network
  • Buy & Build Strategy