Invision Private Equity AG
Invision Private Equity AG is a Swiss private equity firm founded in 1997 that invests equity in mid-sized companies (EUR 25–200m revenue) in German-speaking Europe, providing succession solutions, growth capital, and corporate spin-off carve-outs from offices in Zug and Düsseldorf.
- Company typePrivate
- Founded1997
- HeadquartersZug, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Invision Private Equity AG does
Invision Private Equity AG is a Swiss private equity firm founded in 1997 and headquartered in Zug, Switzerland, with a regional office in Düsseldorf, Germany. The firm invests equity capital in mid-sized companies (SMEs) in the German-speaking region of Europe — primarily Germany, Switzerland, and Austria, with selected adjacent geographies — targeting businesses with revenues of EUR 25–200 million and sustainable profitability. Since inception Invision has invested in more than 60 companies, offering tailored succession solutions to founders and owners, growth financing to management teams and corporates, corporate spin-off carve-outs, and stable anchor or minority equity positions.
The firm's core offerings are organized around six investment solutions: succession solutions, "become an entrepreneur" (MBO/MBI financing), corporate spin-offs, stable anchor investor positions, growth capital, and minority investor participations. These are delivered through two main operating entities — Invision AG (Zug) for Swiss and broader DACH transactions, and Invision Beteiligungsberatung GmbH (Düsseldorf) for German operations — with senior advisors located in Basel and Vienna and, more recently, a Netherlands origination presence led by an ex-Rabo Investments private equity head.
Invision generates returns primarily through the appreciation and eventual exit of equity stakes in portfolio companies, augmented by advisory and management fees on its fund vehicles. Its investor base includes pension funds, insurance companies, banks, and entrepreneur families. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI) and operates with no public technology or software product; its principal assets are its deal team, its DACH business network, and its track record of realized exits (e.g., Plus Orthopedics sold to Smith & Nephew in 2007; AK Group sold to mobilezone in 2026 for approximately CHF 180 million).
Invision Private Equity AG firmographics
Firmographics- Name
- Invision Private Equity AG
- Legal name
- Invision AG
- Website
- http://www.invision.ch
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Invision Private Equity AG is a Swiss private equity firm founded in 1997 that invests equity in mid-sized companies (EUR 25–200m revenue) in German-speaking Europe, providing succession solutions, growth capital, and corporate spin-off carve-outs from offices in Zug and Düsseldorf.
- Ownership category
- akta.pro rank
Invision Private Equity AG industry classification
Industry- Product category
- Private Equity Investment Management
- NAICS
- All Other Financial Investment Activities (52399), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investors, Nec (6799)
- akta.pro primary industry
- Small-Cap / Micro-Buyout (FSANABAD)
- akta.pro secondary industry
- Multi-Sector / Generalist Growth Equity (FSANACAO)
Keywords
Where Invision Private Equity AG is headquartered
LocationHeadquarters
- HQ city
- Zug
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Invision Private Equity AG business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Private Equity Investment Returns: INVISION generates returns through equity investments in SMEs, typically taking majority or minority stakes in portfolio companies. Revenue is derived from the appreciation and eventual exit of portfolio companies, as well as from management involvement and value creation during the ownership period.
- Management and Advisory Fees: The firm earns fees for advisory services and investment management related to the funds under management.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Invision Private Equity AG product offering
Product offeringCore offering
Invision Private Equity AG is an independent Swiss private equity firm that provides equity capital and tailored investment solutions to mid-sized companies in German-speaking Europe. Its core offerings include succession solutions for founders/owners, growth capital financing, management buyout financing ("Become an Entrepreneur"), corporate spin-off support, anchor investor partnerships, and minority investor services for SMEs with EUR 25-200 million in revenue.
Product overview
Invision Private Equity AG operates as an equity investment company, not a technology product company. Its core offering consists of financial services including tailored succession solutions, company and growth financing for SMEs, corporate spin-offs, anchor investor partnerships, and minority investor services. The company does not offer a unified software product or platform; rather, it provides investment advisory and capital deployment services across a portfolio of companies in German-speaking Europe and broader Europe.
Differentiator
Problem solved
Functional benefit
Products and services
- Succession Solutions
- Growth Capital
- Become an Entrepreneur (Management Buyout Financing)
- Corporate Spin-offs
- Anchor Investor
- Minority Investor
Quantifiable outcome
- Over 60 companies supported to realize their growth plans
- +1 more outcomes
Companies that use Invision Private Equity AG
Customer profileSegments1 record
Ideal customer profiles1 record
Invision Private Equity AG technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Invision Private Equity AG partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- UNPRI (Principles for Responsible Investment)coreINVISION is a signatory to the Principles for Responsible Investment (PRI), a United Nations initiative focused on understanding the implications of sustainability for investors. This commitment aligns with INVISION's ESG integration approach in their investment process.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Invision Private Equity AG competitors and assessment
Company assessmentDirect peers
- Heliad Equity Partners: Frankfurt-listed investment company focused on growth and succession investments in German mid-market companies. Comparable to INVISION on target segment and DACH focus.
- Afinum Management: Munich-based mid-market PE firm focused on DACH succession solutions, MBOs and growth investments. Closely aligned with INVISION's stated strategy, target company profile and investment approach.
- Paragon Partners: German mid-market private equity firm specializing in succession-led transactions and corporate carve-outs. Highly comparable to INVISION in target segment, deal type and DACH regional focus.
- Capvis AG: Swiss private equity firm focused on mid-market buyouts in the DACH region. Highly comparable to INVISION given its Zurich base, mid-market focus, and succession/buyout orientation, with overlapping portfolio scope and LP relationships.
- Active Ownership Capital: Munich/Zurich-based investment firm targeting mid-sized DACH SMEs with a long-term, operationally engaged approach. Comparable to INVISION on geography, deal size and value creation orientation.
- VR Equitypartner: Frankfurt-based PE firm providing equity capital to mid-market German SMEs with revenues typically EUR 30-300M. Comparable to INVISION on geography, target revenue band and growth/succession mandate.
- Auctus Capital Partners: Munich-based PE firm focused on majority stakes in German SMEs with revenues typically EUR 20-200M. Comparable to INVISION in target company profile, succession focus and mid-market positioning.
- Hannover Finanz: Hannover-based privately held investment company that acquires majority stakes in established mid-sized German SMEs, often in succession contexts. Comparable to INVISION on deal type, geography and long-term orientation.
- DPE Deutsche Private Equity: Munich-based private equity firm investing in mid-market German SMEs with a succession, MBO and growth capital focus. Directly comparable to INVISION on geography, deal size and value creation playbook.
- Brockhaus Private Equity: Dortmund-based PE firm investing in mid-sized German SMEs, typically in succession situations. Comparable to INVISION on segment, transaction type and regional focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Invision Private Equity AG social profiles
Digital presenceInvision Private Equity AG compliance and trust
Trust signalCompliance2 records
Invision Private Equity AG financial estimates
Financial estimateRevenue estimate
Valuation estimate
Invision Private Equity AG leadership team
Management profileNumber of profiles
Profiles17 records
Invision Private Equity AG funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Invision Private Equity AG M&A and investment
M&A and investmentM&A19 records
Investments23 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Invision Private Equity AG
What does Invision Private Equity AG do?
Invision Private Equity AG is an independent Swiss private equity firm that provides equity capital and tailored investment solutions to mid-sized companies in German-speaking Europe. Its core offerings include succession solutions for founders/owners, growth capital financing, management buyout financing ("Become an Entrepreneur"), corporate spin-off support, anchor investor partnerships, and minority investor services for SMEs with EUR 25-200 million in revenue.
Is Invision Private Equity AG a public or private company?
Invision Private Equity AG is a private company. It is classified as management employee owned and is currently operating.
When was Invision Private Equity AG founded?
Invision Private Equity AG was founded in 1997. It employs 11 to 50 people.
Where is Invision Private Equity AG based?
Invision Private Equity AG is headquartered in Zug, Switzerland, in the Europe region.
How does Invision Private Equity AG make money?
Two revenue lines are on record. Private Equity Investment Returns are the primary driver. The others are management and Advisory Fees.
Who are Invision Private Equity AG's main competitors?
Direct peers on record are Heliad Equity Partners, Afinum Management, Paragon Partners, Capvis AG, Active Ownership Capital, VR Equitypartner, Auctus Capital Partners, Hannover Finanz, DPE Deutsche Private Equity and Brockhaus Private Equity.
Does Invision Private Equity AG have an API?
No public API is recorded for Invision Private Equity AG.
What industry is Invision Private Equity AG in?
Invision Private Equity AG's product category is Private Equity Investment Management. Its primary akta.pro industry code is FSANABAD, Small-Cap / Micro-Buyout, with a secondary code of FSANACAO, Multi-Sector / Generalist Growth Equity. Its NAICS code is 52399 and its SIC code is 6799.