PE stands for private equity and is synonymous with private equity capital. The investor provides capital and receives shares in the value of a company in return. The company is a private company, i.e. not a company that is listed on the stock market. The investor therefore acquires off-pulic-market shares of the company and not stocks as in the case of a stock corporation. The (risk) capital provided by the investor gives the company new liquidity which is not tied to high interest rates (as with loans) or high control rights by credit grantors. As a result of the liquidity gained, the company can for example realize innovation projects more quickly. By acquiring shares of the company's value, the investor has the chance to significantly higher returns than with more conservative investment options. It is therefore an attractive model for both the shareholder and the investor.

Private equity - as the name suggests - is not publicly traded. In return for the capital provided, the investor receives a stake in the company. As such, it is a so-called alternative form of investment, just as are real estate or private debt instruments or similar. This contrasts with public equity capital, i.e. stocks/ETFs, bonds and/or cash. Depending on the investment, the returns of private equity can be significantly higher than those of other asset classes. Please also read our article on returns:

JWR Advisory is a trading platform where shareholders can offer their shares of an IT or tech company and investors can find such offers. JWR Advisory curates the offers that appear on the platform and thus selects only the interesting companies or shares.

Alternative platform or investment models usually offer funds only. Thus, the investor has no direct influence on which company shares to invest in. At the same time, funds have long maturities that limit liquidity in the long-term. JWR Advisory, on the other hand, offers shareholders and investors the opportunity to sell company shares directly to a private investor or to invest in a company. Shareholders and investors decide themselves with whom they enter into a corporate relationship and agree individually on the respective terms.

JWR Advisory was founded by a team of experienced private equity investors, tech advisors and company founders. We believe that the alternative, high return investment opportunity that private equity offers should be democratized and available to everyone. Our own experience is that investment and liquidation opportunities are limited. That is why we have established JWR Advisory for you.

On the one hand, the shareholders of an IT and tech company who hold company shares that he wants to sell can register with JWR Advisory. On the other hand, investors with a minimum liquid capital of EUR 50,000 who are looking for an access to alternative investment opportunities of private equity can register with JWR Advisory.

We have aimed to make the registration process as simple and yet as conscientious as possible. We want to provide our users only high-quality offering. We achieve this with our onboarding process tailored to the investor or shareholder. Click on the registration button in the top right-hand corner and indicate whether you are an investor or shareholder. We will then guide you step by step through the questionnaire from registration to the placement of your offer or search query.

An investment in the form of private equity capital offers the opportunity to further diversify the existing portfolio. Private equity can lead to significantly higher returns than conservative forms of investment. However, it goes without saying that it must be thoroughly examined whether the company in which one wishes to invest is healthy and profitable and shows opportunities for growth and development. Otherwise, there is a risk of total loss of the investment. The necessary due diligences are therefore essential before a purchase. We can help you to find competent consultants for this purpose.

We want to democratize the private equity market. Therefore, any investor with a minimum capital of EUR 50,000 who is a German resident can become an investor at JWR Advisory. However, the reputability and reliability of our members is our top priority. The investor must therefore prove her/his liquidity in advance. To enable us to better assess the investor's previous experience and which investments are suitable for her or him, we ask in advance about her/his level of experience with PE investments and possible references.

On the JWR Advisory trading platform, shareholders of IT and tech companies offer their shares that they would like to sell. These can be minority shareholders as well as majority shareholders. At the same time, the shareholders must be legally able to sell their shares without the restriction of pre-emptive rights of third parties or blocking clauses in the company agreement.

The shares offered at JWR Advisory are curated by the JWR Advisory team. Before an offer is published on JWR Advisory, the shareholder must provide evidence of the performance and strength of the company or respectively the offered company shares. Of course, the curation process does not replace the due diligence process necessary to purchase company shares. Usually, various due diligences are conducted prior to the purchase in order to thoroughly examine the company.

The reputability and reliability of our offers is our top priority. All new JWR Advisory users therefore go through an onboarding process - investors and shareholders alike. Shareholders provide a range of evidence on company metrics and enterprise value. JWR Advisory curates its offering based on the metrics received. However, JWR Advisory‘s curation process cannot replace an in-depth company assessment. Such assessment will be necessary in any case before finalizing the purchase.

JWR Advisory compiles the key company data for potential investors. Based on the curated investor profiles, we suggest suitable offers to the respective investor. If the investor is seriously interested in the offer, we then establish the contact with the shareholder. Subsequently, additional key figures and necessary documents are disclosed to the investor by the shareholder and the investor himself initiates the process of auditing the company further. This is followed by contract negotiations. Finally, the purchase agreement is finalized at the notary.

Of course, only the shareholder or the company can determine the right time to liquidate coporate shares. Generating liquidity, either for the company's investment projects or for financial flexibility, is likely to influence this decision significantly in each case. However, the sale of corporate shares should be well considered by the shareholder and agreed with the other shareholders before an offer is made. Partnership agreements often contain barring clauses or pre-emptive rights that prevent the arbitrary sale of company shares.

With JWR Advisory every shareholder can offer corporate shares of an IT or tech company that meets minimum requirements compiled by JWR Advisory. These minimum requirements are e.g. that the company has an EBITDA of at least 250k EUR. We guide the shareholder through the onboarding process and work with him to find the best way to place his offer.

We connect the right sellers and buyers on our JWR Advisory-platform. Based on the created investor profiles and the knowledge of interesting offers we match the right parties. Through our onboarding process we ensure the reliability and liquidity of our users. If an investor is seriously interested in a shareholder's offer, we connect the buyer and seller and the review and sales process will be started soon afterwards.

Investors who are resident in Germany and have a minimum available capital for a JWR Advisory investment of EUR 50,000 can register on JWR Advisory. The investor's liquidity will be verified in advance through our Know Your Customer form (KYC form) and his knowledge and experience as well as references regarding this form of investment will be requested in advance.

We propose the offer of the shareholder to the relevant investor profiles. We check the seriousness of an investor's interest in an offer and then connect the buyer and seller and the review and sale process will be started soon afterwards.

As part of a due diligence review, the investor examines the extent to which the acquisition and purchase price of the shares of the target company makes sense. Depending on the purpose and design of the planned corporate shares purchase, different aspects are essential. These include in particular the examination of finances and balance sheets (financial due diligence), taxes (tax due diligence), economic potential (commercial due diligence), technology (tech due diligence) and legal aspects (legal due diligence). The general purpose of a due diligence is to uncover potential future risks in a business acquisition or (minority) shares respectively. The seller must provide the relevant due diligence documents to the investor and provide answers as required and requested. Depending on the size of the transaction, virtual data rooms are used for this purpose. We are happy to provide further information and assistance to our clients for the process as required.