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