Purpose Evergreen Capital

What Purpose Evergreen Capital does

Purpose Evergreen Capital is a Hamburg-based mid-sized German investment partnership (Beteiligungsgesellschaft) structured as a GmbH & Co. KGaA (HRB 154615) that provides patient, equity-like capital for business succession and growth in the German Mittelstand. The firm deploys long-term, non-voting financing instruments (stimmrechtslose Finanzierungsinstrumente) under a proprietary treuhändisches Eigentum (trustee ownership) framework built on two principles: Selbstbestimmung (self-determination), under which control remains permanently with responsible, personally-connected individuals and ownership rights are transferred under defined rules rather than sold; and Vermögensbindung (asset binding), under which profits are reinvested, retained, or donated rather than distributed to owners. Its core products are Nachfolgefinanzierung (succession financing) and werteorientiertes Kapital (values-based capital), targeted at three use cases: employee transitions or MBOs, founder retirement/wealth transfer, and growth capital for existing steward-owned companies.

The business model is bespoke, relationship-driven, and long-cycle. Purpose Evergreen Capital originates deals through direct B2B consultation with founders and owners, scheduled via email ([email protected]) and Google Calendar, supported by a content-marketing funnel on nachfolge-sichern.de featuring detailed case studies (elobau, Stapelstein, Märkisches Landbrot, BuurtzorgT, ENSI) and reference companies (Globus, cibaria, Sorpetaler Fensterbau). Revenue is generated through returns on its investment stakes, structured buyback arrangements, and interest or dividend income from portfolio companies; pricing is not publicly disclosed and terms are negotiated individually. The firm is led by Managing Directors Laura Höcherl and Armin Steuernagel, with Daniel von Moltke as Senior Advisor and Philipp Koblenz as Project Manager, and is positioned within the broader Purpose Network ecosystem. There is no proprietary technology platform and no AI/ML capabilities disclosed.

Name

Purpose Evergreen Capital

Legal name

Purpose Evergreen Capital GmbH & Co. KGaA

Website

https://nachfolge-sichern.de

Company type

Private

Operating status

Operating

Short description

Purpose Evergreen Capital is a Hamburg-based German Beteiligungsgesellschaft that provides patient, equity-like capital for succession financing and growth in Mittelstand companies, using a proprietary trustee ownership (treuhändisches Eigentum) framework to preserve company values through ownership transitions.

Ownership category

akta.pro rank

Product category

Private Equity / Succession Financing

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Miscellaneous Intermediation (52391)

akta.pro primary industry

Impact / ESG Venture Capital (FSANAAAG)

akta.pro secondary industry

Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA)

Keywords

• Succession financing
• Steward ownership capital
• Patient equity capital
• Mittelstand investment
• Ownership transition funding

Headquarters

HQ city

Hamburg

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Returns and Financing Fees: Purpose Evergreen Capital provides long-term, equity-like capital instruments (stimmrechtslose Finanzierungsinstrumente - non-voting financing instruments) to companies transitioning to steward ownership. Their revenue is generated through returns on their investment stakes, structured buyback arrangements, and potentially interest or dividend income from portfolio companies. The firm uses transparent terms and structured repurchase mechanisms to exit investments over time.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Purpose Evergreen Capital is a Hamburg-based mid-sized investment partnership (Beteiligungsgesellschaft) that provides long-term, equity-like capital to German Mittelstand companies undergoing succession or growth within the treuhändisches Eigentum (trustee/steward ownership) framework. It finances transitions to employees, founder retirement exits, and growth capital for steward-owned companies using non-voting financing instruments and structured buyback arrangements. Profits under its model are reinvested rather than distributed, preserving company DNA, values, and independence across generations.

Product overview

Purpose Evergreen Capital operates as a mid-sized investment company (Beteiligungsgesellschaft) offering two interconnected financial products: Nachfolgefinanzierung (succession financing) for business transitions, and werteorientiertes Kapital (values-based capital) for growth. Both offerings utilize the treuhändisches Eigentum (trustee ownership) model, where profits are reinvested rather than distributed to owners, ownership rights are transferred to suitable successors through defined rules rather than sold, and control remains with responsible parties personally connected to the company. The company supports employee takeovers, entrepreneur retirement planning, and growth capital for companies adopting trustee ownership.

Differentiator

Problem solved

Functional benefit

Products and services

• Nachfolgefinanzierung (Succession Financing) Provides patient, equity-like capital for business succession, supporting ownership transitions to employees, family members or other responsible parties within trustee ownership (treuhändisches Eigentum) structures. Targeted at German Mittelstand founders and family owners planning retirement or exit.
• Werteorientiertes Kapital (Values-Based Capital) Long-term, non-voting equity-like capital instruments for companies committed to preserving their mission and values through trustee ownership. Used as growth capital for steward-owned companies and as succession capital that preserves mission alignment.
• Treuhänderisches Eigentum Modell (Trustee Ownership Model) A structured legal and governance framework ensuring company DNA and values are preserved by transferring ownership to responsible persons bound to the company professionally and personally, rather than selling ownership rights. Profits are reinvested rather than distributed. The framework underpins both Nachfolgefinanzierung and Werteorientiertes Kapital offerings.

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Purpose NetworkcoreStrategic or Co-development PartnerPurpose Evergreen Capital appears to be part of or affiliated with the broader 'Purpose Network' ecosystem. Reference found to Medium article by Purpose Network (@purpose_network) discussing Mogli's transition to steward ownership. The Purpose Network represents a broader movement and community around steward ownership principles.

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Anthemis: Anthemis is a venture investment and advisory firm focused on the financial services ecosystem with strong impact orientation. It is comparable as a mission-driven, impact-focused investment firm operating at meaningful scale across Europe.
• Obvious Ventures: Obvious Ventures is a US-based venture firm explicitly investing in "world-positive" companies across impact themes. It is comparable as an impact-focused VC at broader scale and brand recognition within the values-aligned investing space.
• Generation Investment Management: Generation Investment Management is a global sustainable investment manager founded on long-term, sustainability-led principles. It is comparable as an established impact/sustainable investment incumbent demonstrating scale in values-aligned capital deployment.

Direct peers

• Pymwymic: Pymwymic is a European cooperative of wealthy families and impact investors deploying capital into purpose-driven enterprises. It is comparable as a values-aligned capital community providing patient capital to mission-aligned founders in Europe.
• Purpose Ventures: Purpose Ventures is a German venture firm focused on steward ownership (treuhändisches Eigentum) and is part of the same Purpose Network ecosystem. It is the closest direct peer, investing into and supporting steward-owned companies with a similar mission-aligned approach.
• Ananda Impact Ventures: Ananda is a European impact venture fund backing companies that deliver social and environmental impact. It is comparable as a values-aligned VC operating across Europe with a similar long-term, mission-driven investment thesis.
• BonVenture: BonVenture is a Munich-based venture firm providing patient capital to social enterprises and impact-driven founders in Germany. It is directly comparable as a DACH-based impact investor working with mission-aligned companies on long-horizon capital.

Others

• GLS Bank: GLS Bank is Germany's leading ethical and sustainable bank, channeling deposits into social, ecological, and cultural enterprises. It is comparable as part of the German values-aligned finance ecosystem that supports mission-driven Mittelstand and social enterprises.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/purpose-evergreen

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Purpose Evergreen Capital