H & V Equity AG Client portal

Recognising opportunity.Supporting development.

We do not look at a project in isolation. What matters is the relationship between its business model, people, capital and execution.

Process

How a collaboration comes about.

  1. First step

    Understand

    We examine the starting point, business model and objectives. Opportunities and open questions become visible from the outset.

  2. Second step

    Connect

    We bring the relevant perspectives together: businesses, investors, project partners and specialist expertise.

  3. Third step

    Develop

    We discuss possible contributions, responsibilities and next steps. Each relationship is built on a clear, individual agreement.

Discretion

Confidential information stays confidential. We exchange documents through our secure client portal.

Entrepreneurial

We think like entrepreneurs: long-term, pragmatic and focused on what truly carries a project.

Personal

You have dedicated contacts who know your project and get back to you personally.

Guides

The next stepstarts with clarity.

Practical guidance for your first conversation with H & V. Not investment advice — a structured starting point.

Your project at a glance

The key points for a structured first conversation.

A concise project profile helps put an undertaking into context. It does not need to be long. A clear starting point, specific objectives and visible open questions matter more.

Describe the starting point

Explain your undertaking in a few sentences. For a company, outline its activities and development stage; for a project, include its intended use, location and current phase.

Make the objective specific

What should the next step enable? Clarify whether you are considering development, an acquisition, an equity investment, collaboration or relevant introductions.

Identify the participants

Which people and organisations are already involved? Explain who makes decisions and who provides specialist support. Share only information you are authorised to disclose.

Put the requirement in context

Outline the contribution you would like from a partner. For capital requirements, distinguish between the total requirement and the next specific step. Label assumptions clearly.

Be open about questions

Not every question needs an answer yet. A transparent account of uncertainties and missing documentation is more useful than an apparently complete presentation.

Checklist

  • Short description of the undertaking
  • Location, sector and project stage
  • Contact person and participants
  • Objectives and intended collaboration
  • Available documents and open questions
A short summary is sufficient for first contact. Confidential detailed documents should only be shared through an appropriate channel agreed in advance.

Preparing a property project

Summarise location, use and project stage clearly.

A property project brings different perspectives together. A structured summary makes an initial discussion easier without replacing professional due diligence.

Property and location

Describe the land or building, its location and current use. Separate documented facts from preliminary estimates.

Ownership and documents

Explain your relationship to the property and which documents are available. Do not share personal or confidential information through an open contact form.

Use and planning stage

Explain the intended use and the stage of planning. Identify the checks still required without assuming their outcome.

Collaboration and next steps

Clarify whether you are seeking a buyer, equity partner, development partner or investor. A clear next step is more useful than a general financing objective.

Checklist

  • Property type and location
  • Current and intended use
  • Ownership and available documents
  • Planning and project stage
  • Intended collaboration
An initial discussion does not replace legal, technical or commercial due diligence.

Glossary: The key terms around investments, financing, real estate and energy, short and easy to understand.

Frequently asked questions

Good to know.

Answers to the questions we are asked most often before a first conversation.

Which projects is H & V Equity AG interested in?

Equity investments in companies and start-ups, real estate and hotel projects, renewable energy and hydrogen, industry, as well as sponsorship and strategic marketing. We consider every project individually.

What happens after I send an enquiry?

We assign your enquiry to the relevant business area, review the starting point and get back to you personally. If there is mutual interest, we arrange a meeting.

How is my information handled?

We use your details solely for your enquiry. Confidential documents are exchanged only after agreement, through our secure client portal, not via the contact form.

What role does H & V take?

Depending on the project, we act as investor, equity partner, project partner or introducer of relevant contacts. The role is clarified and agreed individually for each project.

Is an enquiry binding?

No. An enquiry is non-binding for both sides and is not a commitment to invest or to enter into a partnership.

Which languages do you speak?

We hold conversations in German, English and French.

Is this website investment advice?

No. The content is company information. It is neither a public investment offer nor individual investment advice.

Contact

What do youhave in mind?

An investment, a development or a partnership: tell us what you are working towards. We will get back to you personally.

Request a conversation info@hv-equityag.ch