CAPE Fund Management

About

CAPE Fund is a $50 million private-sector investment fund initiated by 21 of Canada’s leading companies, individuals and US based Foundations. CAPE Fund will be focused on mid-market opportunities with a strong degree of Aboriginal involvement and connection to Aboriginal communities throughout Canada. Its mission will require that it act with the same rigour, discipline and best practices with regards to the application of its investment guidelines, processes, and corporate governance standards applied in the private sector.

Source: CAPE Fund Management

Strategy

CAPE Fund intends to invest in diverse industries and regions, always with a view to fulfilling its mission of promoting entrepreneurial values among Aboriginal people through the funding and development of successful businesses located on or off reserve, where such projects can serve as fundamental examples of the benefits of entrepreneurial activities.

The Fund will partner in businesses by providing equity and quasi equity investment in varying amounts in the range of $1,000,000 to $7,500,000 (with most investments expected to be in the $3,000,000 to $5,000,000 range). These investments may be "one time" or "staged" depending on the growth and business requirements of the Fund's investee companies.

CAPE Fund will not make investments in start-ups, unless they are backed by a strong and credible operating partner or that, at the very least, there is complete depth and experience in the management of the investee company.

Throughout CAPE Fund's Investor/Partner involvement in a business, and leading up to a potential sale of its position to Aboriginal entrepreneurs, CAPE Fund will assist in recruiting and developing strong, independent "working" Boards of Directors with significant domain and pertinent business experience to facilitate the profitable growth of investee companies for the benefit of the Aboriginal community at large.


Source: CAPE Fund Management


  • Industry Focus
    Diversified
  • Year Founded
    2008
  • Address
    759 Square-Victoria
    Suite 300
    Montreal, Québec
    H2Y 2J7
  • Key Personnel
    Peter Forton, Managing Director

    Alex Farley, Director