Aloe Private Equity
Aloe Private Equity is an independent French AMF-licensed portfolio management company (GP 03005, since 2003) that invests in early-stage Deeptech and Healthcare startups, provides fiduciary services to corporates and financial institutions, and offers Fund Management as a Service to investment teams, private banks, and family offices.
- Company typePrivate
- Founded2003
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Aloe Private Equity does
Aloe Private Equity is an independent French portfolio management company (Société de Gestion de Portefeuille) headquartered at 23 rue Galilée in Paris, licensed by the Autorité des marchés financiers (AMF) on February 28, 2003 under registration number GP 03005. The firm operates three interconnected business lines: (i) private equity and venture capital investment concentrated on early-stage Deeptech and Healthcare startups, including primary funds, secondary funds, and direct VC investments; (ii) independent fiduciary services (fiduciaire) covering fiducie-sûreté (security fiduciary), fiducie-gestion (management fiduciary), and controlled fiduciary arrangements for corporates and financial institutions; and (iii) a Fund Management as a Service offering that bundles fund structuring, portfolio management, risk management, and fund administration for investment teams, private banks, independent wealth advisors (CGPs), and family offices.
The firm's underlying operating model rests on core fund-structuring and portfolio-management systems with digital capabilities for fund administration, risk assessment, and investor reporting, rather than on any disclosed proprietary technology platform. All revenue is generated through B2B financial-services activity: management fees and carried interest from PE/VC/deeptech investing, professional-service fees from Fund as a Service engagements, and professional-service fees from fiduciary mandates. The firm markets itself under a socially responsible investing doctrine and is an active member of France Invest, the French Private Equity Association.
Aloe is led by Jean-Pascal Tranié (President), Laura Develter (Directrice Générale), and Yassin Khodadeen (Directeur Général Délégué). With a headcount of 11-50, it operates as a boutique manager targeting Western Europe, primarily France. Distribution is relationship-driven direct sales to institutional clients, supplemented by deal-flow partnerships such as the strategic alliance with Sorbonne-affiliated Sorbon-Venture for academic deeptech origination. No revenue, AUM, or ownership figures are publicly disclosed, and no funding rounds, M&A, or leadership changes beyond the present executive team are recorded.
Aloe Private Equity firmographics
Firmographics- Name
- Aloe Private Equity
- Legal name
- Aloe Private Equity
- Website
- https://aloe-group.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Aloe Private Equity is an independent French AMF-licensed portfolio management company (GP 03005, since 2003) that invests in early-stage Deeptech and Healthcare startups, provides fiduciary services to corporates and financial institutions, and offers Fund Management as a Service to investment teams, private banks, and family offices.
- Ownership category
- akta.pro rank
Aloe Private Equity industry classification
Industry- Product category
- Private Equity and Venture Capital Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Aloe Private Equity is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Aloe Private Equity business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Others, Marketing or Sales, Technology or R&D
Revenue model
- Private Equity Management: Management fees and carried interest from overseeing private equity, venture capital, and deeptech investments. Revenue generated through investment management services for funds focused on early-stage innovative companies.
- Fund as a Service: Comprehensive fund structuring and management services for investment teams, private banks, wealth managers (CGPs), and family offices. Includes fund structuring, portfolio management, risk management, and fund administration services.
- Fiduciary Services: Fiduciary services including security trusts (fiducie-sûreté), management trusts (fiducie-gestion), and controlled trusts for companies and financial institutions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Aloe Private Equity product offering
Product offeringCore offering
Aloe Private Equity is an AMF-authorized French portfolio management company that invests in early-stage deeptech and healthcare startups through primary funds, secondary funds, and direct venture capital investments. Beyond direct investing, the firm provides independent fiduciary services (fiducie-sûreté, fiducie-gestion, controlled fiduciary arrangements) and offers Fund Management as a Service covering fund structuring, portfolio management, risk management, and administration for investment teams, private banks, independent wealth advisors (CGPs), and family offices.
Product overview
Aloe Private Equity operates as a French investment management company offering three interconnected services: (1) Private Equity/Venture Capital investment focused on Deeptech and Healthcare early-stage startups, (2) Fiduciary Services (Fiduciaire) providing independent fiduciary arrangements including security fiduciary (fiducie-sûreté), management fiduciary (fiducie-gestion), and controlled fiduciary services, and (3) Fund Management as a Service for investment teams, private banks, independent financial advisors, and family offices, encompassing fund structuring, portfolio management, risk management, and fund administration. The company is regulated by the AMF and has operated since 2003.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Equity / Venture Capital Investment Early-stage venture capital and private equity investment services targeting deeptech and healthcare startups and innovative projects, providing capital and strategic support for company growth.
- Fiduciary Services (Fiduciaire) Independent fiduciary services including security fiduciary (fiducie-sûreté), management fiduciary (fiducie-gestion), and controlled fiduciary arrangements for companies and financial institutions.
- Fund Management as a Service End-to-end fund structuring, portfolio management, risk management, and fund administration solution for investment teams, private banks, wealth managers (CGPs), and family offices.
Companies that use Aloe Private Equity
Customer profileSegments3 records
Ideal customer profiles3 records
Aloe Private Equity technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Aloe Private Equity partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Sorbon-VentureminorStrategic partnership with Sorbon-Venture, a Sorbonne University venture capital initiative, for co-investment and support of deeptech and innovative projects emerging from academic research.
- France InvestminorActive member of France Invest, the French Private Equity Association. Membership provides industry representation, networking opportunities, and adherence to industry best practices and standards.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Aloe Private Equity competitors and assessment
Company assessmentDirect peers
- Elaia Partners: Paris-based independent venture capital firm investing in early-stage deeptech and digital startups. Directly comparable as a French deeptech-focused VC operating in the same investment thesis and geography.
- Sofinnova Partners: Leading European venture capital firm headquartered in Paris with deep specialization in healthcare/biotech and deeptech. Comparable due to overlapping sector focus (early-stage life sciences) and French AMF-regulated structure, though substantially larger.
- Truffle Capital: Paris-based independent VC firm investing in deeptech, biotech, and fintech startups. Directly comparable given shared French domicile, deeptech/healthcare focus, and early-stage orientation.
- Seventure Partners: Paris-based VC firm with healthcare, digital, and life sciences investment focus. Comparable as a French AMF-licensed PE/VC manager serving similar client segments and operating in overlapping sectors.
- Turenne Capital: Independent French private equity group providing healthcare, innovation, and SME investment management services. Comparable as a French AMF-regulated PE firm with healthcare and innovation focus serving institutional and family-office clients.
- XAnge: European venture capital firm with French roots (Siparex subsidiary) investing in early-stage digital and deeptech companies. Comparable due to shared French base, AMF-regulated structure, and early-stage investment focus.
- Serena Capital: Paris-based early-stage venture capital firm investing in deeptech, SaaS, and digital. Comparable as an independent French VC with overlapping sector interests and similar target-investee profile.
- Daphni: Paris-based venture capital partnership investing in technology-enabled and impact-oriented startups. Comparable as an independent French VC with similar GP structure and target-investee profile, though with broader sector exposure.
Broad incumbents
- Bpifrance (Investissement): France's sovereign public investment bank and a major investor in French PE/VC funds and direct deeptech/healthcare deals. Comparable as the dominant domestic capital provider overlapping with Aloe's sectors, though materially larger and state-backed.
- Eurazeo: Major European private investment group headquartered in Paris with private equity, private debt, and venture activities. Comparable as a French AMF-regulated PE platform with healthcare and innovation exposure, but operates at vastly larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Aloe Private Equity social profiles
Digital presenceAloe Private Equity compliance and trust
Trust signalCompliance2 records
Aloe Private Equity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aloe Private Equity leadership team
Management profileNumber of profiles
Profiles3 records
Aloe Private Equity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aloe Private Equity M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aloe Private Equity
What does Aloe Private Equity do?
Aloe Private Equity is an AMF-authorized French portfolio management company that invests in early-stage deeptech and healthcare startups through primary funds, secondary funds, and direct venture capital investments. Beyond direct investing, the firm provides independent fiduciary services (fiducie-sûreté, fiducie-gestion, controlled fiduciary arrangements) and offers Fund Management as a Service covering fund structuring, portfolio management, risk management, and administration for investment teams, private banks, independent wealth advisors (CGPs), and family offices.
Is Aloe Private Equity a public or private company?
Aloe Private Equity is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Aloe Private Equity founded?
Aloe Private Equity was founded in 2003. It employs 11 to 50 people.
Where is Aloe Private Equity based?
Aloe Private Equity is headquartered in Paris, France, in the Europe region.
How does Aloe Private Equity make money?
Three revenue lines are on record. Private Equity Management is the primary driver. The others are fund as a Service and fiduciary Services.
Who are Aloe Private Equity's main competitors?
Direct peers on record are Elaia Partners, Sofinnova Partners, Truffle Capital, Seventure Partners, Turenne Capital, XAnge, Serena Capital and Daphni. Broad incumbents are Bpifrance (Investissement) and Eurazeo.
Does Aloe Private Equity have an API?
No public API is recorded for Aloe Private Equity.
What industry is Aloe Private Equity in?
Aloe Private Equity's product category is Private Equity and Venture Capital Management. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.