COOACH EQUITY

Disciplined Investments in Growth Companies

COOACH EQUITY offers a unique opportunity to invest in a carefully curated portfolio of private growth companies.

We combine the potential for attractive cash yields with the long-term upside of asset growth.

As a corporate investment company, we provide you with co-ownership in a diversified selection of promising businesses
— managed with discipline, transparency, and a relentless focus on value creation.

Our
investment
strategy

Hybrid Capital Strategy: Secured Income + Growth Upside

Our investment approach combines secured direct loans — delivering recurring, cash flow–based returns — with minority equity stakes in carefully selected private growth companies.

This hybrid model balances portfolio stability with the potential for long-term value creation. Risk is actively managed through strict selection criteria, collateralized lending, and hands-on portfolio oversight.

Every investment is evaluated by our Board-led Investment Committee and supported by continuous operational engagement to help each company achieve sustainable growth. This disciplined structure ensures that capital is deployed efficiently and aligned with shareholder interests.

Balanced Portfolio for Stability and Growth

Our portfolio is strategically balanced between secured direct loans and minority equity stakes in growth-oriented private companies

Secured Direct Loans
45–55% of portfolio

Target return:

8-15% annually

Security:

Secured loans

Cash flow:

Quarterly

Direct Loans provide recurring, predictable returns with reduced risk through collateralized lending and rigorous borrower due diligence.

Equity Investments
45–55% of portfolio

Monitoring requirement:

Minimum 12 months

Focus:

Private companies

Risk management:

Structured follow-up

Equity offers long-term capital appreciation potential in well-analyzed companies with strong growth trajectories.

Key metrics and terms -
Structure for Stability and Growth

Annual Distribution Target:

Paid from recurring secured loan income.
0 %

Min Investment Required:

Share Class: B-shares issued at SEK 100 per share.
0 SEK

Redemption:

Minimum 5 years
or upon IPO.
0 years

Planned Listing:

NGM Nordic AIF by 2029
(subject to market conditions).
0

Proactive Risk Management

We apply a disciplined risk framework throughout the investment lifecycle, with focus on:

This allocation ensures cash-flow stability while capturing equity upside. The exact weighting is adjusted within the 45–55% bands based on market conditions and opportunities, always under the oversight of our Board-led Investment Committee.

Targets and Portfolio

Cooach Equity is a newly established investment company that has already made micro-investments in six Swedish startups.
Below, you can see our objectives for 2026–2029.

0 %

Target Annual Return
Average annual return

0 %

Debt-to-Equity Ratio
proportion of debt financing to equity financing within the investment portfolio

0 MSEK

Target NAV 2029
Targeted net asset value in 2029

0

Target IPO
Planned listning of the B-shares on Nasdaq First North Stockholm

Portfolio allocation

Direct Loans - 65M SEK
52 %
Equity Investments - 60M SEK
48 %

Investment highlights

Consistent Returns

Stable development over time with controlled risk.

Diversified Portfolio

Balanced allocation between loans and equity.

Growth Potential

Strategic investments in high-potential companies.

Our portfolio companies

We invest in innovative companies shaping the future in technology,
sustainability and digital transformation.

Wittra
WITTRA

Innovative Hybrid Real-Time Location System for asset tracking and sensor data enabling previously impossible use cases with the market's fastest ROI. Wittra delivers IoT solutions for industrial applications with patented technology in positioning and mesh networks.

Radio Innovation
RADIO INNOVATION

Swedish telecom pioneer developing next-generation 5G connections and 4G solutions. Helps mobile operators reduce their total cost of ownership with unique antenna systems that dramatically improve mobile communication.

Westudents
WeStudents

Sweden's leading platform for local student discounts. Gives students access to hundreds of local and national discounts through a digital student ID with dedicated mobile app.

NAVIGARE PROPERTIES

Exclusive vacation homes with hotel-standard service and comprehensive management solutions. Offers lifestyle investments in unique destinations with tailored, high-quality vacation properties.

3ngage

Digital twins for sales and training. Lets buyers and users experience physical products in digital environments with interactive simulations for sales, training and support.

Nova
NOVA TALENT NETWORK

A global talent network that connects the world's top 3% talents with each other and future employers, fostering professional growth and collaboration.

The Bucket Pros

Range as a Service (RaaS) - the future of driving range operations. Offers complete ball management systems, range equipment and innovative services to take golf facilities to the next level.

Invest with
Cooach Equity

We offer exclusive investment opportunities by maintaining daily engagement with the companies we work with. This ongoing interaction allows us to conduct continuous due diligence.

Why Nordic and Spain?

Cooach Equity’s investment focus follows the geographical coverage where our manager and business partner, Cooach, is active. Currently, this includes two of Europe’s most dynamic and opportunity-rich regions: the Nordic countries and Spain.

Nordic – stability, transparency and digital edge ​

The Nordic countries offer a unique investment climate with high legal security, transparency and a mature business culture. The region is known for its digital leadership, sustainability focus and strong innovation capacity. Nordic companies often have good access to capital, but there is a growing need for smarter growth capital in early expansion phases – something NordSpan is positioned to provide.

Spain – growth, transformation and entrepreneurial spirit

Meanwhile, a rapid transformation is taking place in southern Europe – particularly in Spain, where a new entrepreneurial ecosystem is emerging supported by digitalization, EU-funded initiatives and international talent. The Andalusia region, including Málaga and Seville, has become a hub for tech startups, greentech and international company establishments. With lower valuations than northern Europe and strong development potential, Spanish companies offer an attractive risk-adjusted investment opportunity.

Continuous due diligence

We maintain daily engagement with our portfolio companies, allowing us to conduct continuous due diligence and ensure thorough understanding of their operations, financial health, and growth potential.

Hybrid capital

NordSpan combines secured bridge loans with participation in new share issues. The bridge loan often constitutes the first step and enables NordSpan to follow the company and wait with a definitive investment decision until the target company has proven itself.

Deep knowledge of portfolio companies

We focus our investment opportunities on companies we have already worked with extensively. This means we know them well and can offer insights that others may not have.

High growth potential

By investing in innovative, growth-oriented companies, NordSpan aims to generate attractive returns. Our strategic insight combined with robust financial support enables these companies to succeed.

This is
Cooach Equity

Cooach Equity AB is a professionally governed corporate investment company that operates through a holding structure — not a traditional fund. We issue B-shares to professional investors, making them co-owners of the company alongside our A-shareholders.

Our strategy combines secured direct loans with minority equity stakes in well-analyzed private growth companies. This hybrid model is designed to deliver a balanced profile of stable income and long-term capital appreciation.

The Board of Cooach Equity AB acts as the Investment Committee, ensuring disciplined capital allocation and strategic oversight. Day-to-day investment management — including deal sourcing, due diligence, and portfolio development — is carried out by Cooach Capital Partner AB, part of the Cooach Group.

Through NordSpan AB, our current investment platform, we target a select group of professional investors subscribing for newly issued B-shares. A-shares remain with Cooach Capital Partner AB to ensure strategic continuity.

Our long-term vision is to expand investor access. Once NordSpan reaches a net asset value (NAV) of SEK 500 million — or by 2029 at the latest — we plan to list the B-shares and open participation to the wider public, while maintaining our disciplined governance model.

Governance & Oversight

Cooach Equity AB is structured as a corporate investment company, giving investors true co-ownership and a direct stake in our success. Our Board-led Investment Committee reviews and approves every deal, ensuring disciplined capital allocation and full alignment with shareholder interests.

Management is handled by Cooach Capital Partner AB, part of the Cooach Group, with responsibility for sourcing opportunities, performing rigorous due diligence, and actively supporting portfolio companies’ post-investment.

We operate with transparent reporting, quarterly NAV updates, and open communication with our investors. This governance model combines the professional discipline of institutional investment firms with the flexibility and agility needed to capture high-quality private market opportunities.

We provide:

Why Invest in COOACH AB?

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