STRATEGY

Volery makes private equity investments in financial services companies addressing climate change and economic inclusion. 

These two critical environmental and social challenges require an all-society approach and significant amounts of capital and expertise. We believe that by investing in and scaling financial services businesses that positively impact people and the planet, Volery will amplify positive social and environmental outcomes while delivering market leading financial returns for our investors.

Scaling businesses that address climate change

Energy transition
Transitioning to a low carbon economy

Resource efficiency
Accelerating environmental sustainability

Scaling businesses that promote economic inclusion

Education & workforce development
Access to opportunities for advancement

Financial inclusion & well-being
​Promoting social and economic resilience

Our theory of change is that by helping to institutionalize and grow financial services businesses that are addressing climate change and economic inclusion, Volery will help enable the advancement of key solutions that contribute to positive outcomes for people and the planet.

INVEST

The financial services industry provides the capital necessary to grow and scale businesses - it is the engine that powers the economy. Volery will apply its specialized financial services expertise to invest in a core set of sub-sectors including asset management, specialty and consumer finance, financial technology, insurance & benefits, and related business services and technologies. We target investments in growth-stage companies that are scaling solutions that address climate change and/or promote economic inclusion.

IMPROVE

Volery provides growth capital and hands-on support to help management teams achieve new levels of growth, financial performance, and positive impact through strategic business planning, capital formation and impact best practices. We provide capital to fund growth and flexible capital solutions; we bring institutional expertise, roadmaps, benchmarking, and access to a network of our financial, impact and strategic industry partners; and we help develop and build impact measurement and management processes.

SCALE

We believe that institutionalizing processes around marketing, business planning, recruiting and retention, operations, reporting, and strategic planning - with impact considerations embedded throughout - enables businesses to ​​mitigate downside risk, unlock economic opportunity, create enterprise value, and amplify positive impact. We seek to provide strategic and operational support to help businesses become more sustainable for the long-term.

WHY VOLERY?

Purpose built
Our team has deep experience investing in, growing and helping institutionalize financial services businesses as well as significant expertise in the private equity and impact industries.

Sourcing
Our differentiated sourcing process is thematic and opportunistic and built to originate proprietary deals with management teams that seek to have an impact partner at the table. 

Deal execution
We employ a rigorous underwriting process with impact considerations integrated throughout.

Value-add
We provide growth capital and strategic support to scale and institutionalize our portfolio companies.

Impact
Social and environmental considerations are at the heart of who we are as a firm, how we invest capital and how we manage our portfolio.