Value Advanced Investments

What Value Advanced Investments does

Value Advanced Investments (Value השקעות מתקדמות) is an Israeli alternative investment house founded in 2018 by the managing partners who previously led the alternative investments division of הלמן-אלדובי (Hellman-AlDovi). The firm serves three primary client segments in Israel: qualified individual investors, family offices, and institutional investors (pension funds, insurance companies, provident funds), and additionally represents international private market funds seeking Israeli capital. Its core business is establishing and managing feeder fund structures that aggregate capital from Israeli investors to access global private equity, private credit, infrastructure, and secondary market funds managed by partners such as Carlyle, StepStone, Coller, Ardian, Goldman Sachs, Nordic Capital, AlpInvest, and Neuberger Berman. Beyond feeder funds, the firm provides investment banking services (M&A advisory, capital raising, strategic partnerships) and operates a gateway platform (Value Gateway) that connects foreign investors with Israeli opportunities.

The firm traces its institutional heritage to 1995, with milestones including Israel's first private provident fund (1995), early private equity investing (2006), IRA market opening (2010), default pension reform leadership (2016), and the first public private investment fund (2017). After the 2021 sale of הלמן-אלדובי to Phoenix Insurance, the partners completed a management buyout in 2023, achieving full independence. Current reported AUM exceeds 3 billion ILS (~$850M), with Value Global managing over $1B across 30+ international fund manager partnerships across 20+ countries.

Revenue is generated primarily through recurring management fees (and potentially performance fees) on feeder fund AUM, supplemented by investment banking advisory fees and strategic representation mandates. GTM is sales-led: direct relationships with qualified investors and institutions, referral networks through investment advisors and family offices, and thought-leadership content including podcasts ('Investment Train' / 'Rabda HaHashkaot and 'Madvorim Value') and the Israeli Private Capital Conference. The firm employs no proprietary technology platform; its core technology is the legal, tax, and fund-structuring infrastructure that enables Israeli access to global private markets, supplemented by Salesforce and standard financial services tooling. Pricing is not publicly disclosed but involves aggregated minimum investments to meet typical international fund minimums of $5–10M, with multi-year fund lifecycles.

Name

Value Advanced Investments

Legal name

ווליו השקעות מתקדמות בע"מ

Website

https://vinvest.co.il

Company type

Private

Founded year

2018

Operating status

Operating

Short description

Value Advanced Investments is an Israeli alternative investment house that builds and manages feeder funds, giving qualified Israeli investors access to leading global private equity, credit, infrastructure, and secondary fund managers. It also provides investment banking advisory and inbound foreign-investor gateway services.

Ownership category

akta.pro rank

Headquarters

HQ city

Holon

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Feeder Fund Management & Advisory Fees: Value Advanced Investments earns revenue through management fees and potentially performance fees on the feeder funds it establishes and manages on behalf of Israeli investors accessing international private markets. Revenue is generated via aggregation of qualified investor capital into feeder structures that invest into global fund managers (Carlyle, StepStone, Coller, Ardian, etc.).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Value Advanced Investments is an Israeli alternative investment house that establishes and manages feeder fund vehicles aggregating capital from Israeli qualified investors for access to international private market funds (private equity, private credit, infrastructure, and secondaries). The firm also provides investment banking advisory (M&A, capital raises, strategic partnerships) to Israeli companies and offers strategic representation for international fund managers seeking to raise capital in Israel via the Value Global and Value Gateway platforms.

Product overview

Value Advanced Investments is a leading alternative investments firm offering a comprehensive suite of investment solutions across private markets. The core offering consists of Feeder Funds that aggregate Israeli qualified investor capital for access to international private market funds, Value Gateway connecting foreign investors with Israeli opportunities, Investment Banking Services for M&A and capital raises, and Value Global providing strategic advisory to international funds. The product portfolio includes multiple fund products across private equity (Carlyle Partners VIII, Cinven VIII, Vestar Capital VII, New Mountain Capital VII, CD&R XI, AlpInvest Co-Investment), credit/debt (Carlyle Direct Lending IV, Carlyle Credit Opportunity Fund III, Carlyle Infrastructure Credit, Reality Debt II, Value ABC I, Viola Credit ALF III), secondaries (Coller International Partners VIII & IX, Value VCOP, Value ASF IX, Israel Secondary Fund III, Value CAPM), and multi-strategies (StepStone Private Markets, Alpinvest). The company operates podcasts and publishes market research to support investor education.

Differentiator

Problem solved

Functional benefit

Brands

• Value Feeder Funds: Feeder fund platform enabling Israeli qualified investors to access international alternative investment funds with lower minimum entry thresholds.
• Value Global
• Value Gateway
• Value "Yaron Eldar"

Products and services

• Feeder Funds Platform Establishes and manages Israeli feeder fund vehicles that aggregate capital from Israeli qualified investors to access international private market funds (private equity, private credit, infrastructure, secondaries) with lower minimum entry thresholds than direct subscriptions. Full-service legal, tax, regulatory, and ongoing reporting is provided.
• Investment Banking Services Provides financial-strategic advisory and accompaniment for Israeli companies, institutional bodies, and entrepreneurs throughout significant transactions including M&A, capital raises, strategic partnerships, and complex deals.
• Value Gateway Connects sophisticated foreign investors with Israeli investment opportunities across real estate, credit, infrastructure, technology, and secondary markets.

Quantifiable outcome

• Completed fundraising of 1.5 billion ILS for three international funds managed by Carlyle, StepStone, and Coller from Israeli qualified investors.
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Regional players

• Lahav Executive Education / Lahav Group: Israeli financial-services group with alternatives and executive-education offerings; overlaps with Value Advanced in serving Israeli qualified investors seeking private market exposure through managed vehicles.

Others

• StepStone Group (Strategic Partner): Global multi-strategy private markets firm whose funds are distributed by Value Advanced in Israel; relevant as a partner/competitor at the platform level — StepStone could disintermediate local distributors with direct Israeli institutional LP relationships.
• Goldman Sachs Asset Management (Strategic Partner): Global asset manager whose credit secondaries/portfolio-financing strategies (Value VCOP) are distributed by Value Advanced in Israel; relevant as a massive GP partner with growing direct-EM distribution ambitions that could displace local placement agents.
• Ardian (Strategic Partner): Global private investment firm whose secondary, infrastructure and direct-lending funds are distributed by Value Advanced in Israel; relevant as a large GP partner whose direct Israeli coverage could substitute for Value's intermediation.

Broad incumbents

• More Investment House: Major Israeli investment house with alternatives, mutual funds and institutional offerings; competes with Value Advanced for Israeli institutional and qualified-investor alts allocations while offering a much broader suite of products.
• Psagot Investment House: One of Israel's largest investment houses managing pensions, mutual funds and alternatives; competes with Value Advanced in Israeli institutional and qualified-investor distribution of alternative investment products, but operates at much larger scale across multiple asset classes.
• Harel Insurance Investments & Financial Services: Israel's largest insurance group and pension/financial conglomerate; predecessor firm Hellman-Aldovi (now Value Advanced's heritage) was acquired by Harel-related vehicle Phoenix, and Harel is a major competitor in the Israeli institutional alts distribution market.
• Phoenix Investments (חברת ההשקעות פניקס): Israeli insurance/investment group that previously controlled the Hellman-Aldobi alternatives business from which Value Advanced spun out; competes in Israeli institutional alternatives distribution with much larger balance sheet and broader product suite.

Direct peers

• Altshuler Shaham Alternatives: Israeli alternatives arm of Altshuler Shaham Group running feeder-style vehicles for global private market funds for Israeli qualified investors; directly competes with Value Advanced in the same niche of distributing international PE/credit/secondaries to Israeli LPs.
• KSM Group (KSM Holdings): Israeli investment group with dedicated alternatives arm managing feeder structures for Israeli qualified investors into international PE/credit funds; directly competes with Value Advanced on product overlap and Israeli LP client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fnxv

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Value Advanced Investments