Investment Criteria & Strategy
Focused on dementia care platforms with durable growth and resilient cash flows
Investment Focus & Capital Discipline
Angeliki Fund seeks to invest in companies and platforms that provide scalable, differentiated products or services in dementia care and adjacent aging-care markets. Our criteria guide disciplined capital deployment while emphasizing long-term value creation, sector relevance, and measurable impact.
Investment Focus
- Leadership or sustainable advantage in dementia care delivery or technology
- Scalable, repeatable models with predictable demand
- Strong operator alignment and actionable value-creation potential
- Capacity to enhance care quality, efficiency, and clinical outcomes
Investment Strategy
- Sector trend analysis and clinical relevance screening
- Fundamental operational due diligence with care expertise
- Partnering with operators to scale best-in-class care delivery
- Financial underwriting with downside protection and multiple drivers
Target Deal Characteristics
- Deal size: $3m – $50m (platform and strategic add-ons)
- Stage: Growth equity, platform buyouts, and roll-ups
- Geography: EU and U.S. markets with strong regulatory clarity
- Ownership: Majority or significant minority with governance influence
- Business models: Physical care services, digital care solutions, caregiver enablement
Value Creation Levers
- Enhancing clinical and care quality outcomes
- Increasing operational efficiency and occupancy
- Scaling digital care technology adoption
- Bolt-on acquisitions and platform expansion
- Strengthening governance and performance metrics
Risk Management & Governance
- Rigorous clinical and operational due diligence
- Compliance with healthcare regulations and standards
- Investment committee review with sector expertise
- Structured downside protection and KPIs
- Regular performance reporting and governance oversight