FUND CLOSE - August 2026

Zug, Switzerland — 17 August 2026 — VALU Invest AG (“VALU”), a Swiss entrepreneurial investment firm and operational partner to established SME businesses across the DACH region, has expanded its investment capacity with a meaningfully oversubscribed equity raise of CHF 75 million. Together with debt facilities and existing capacity VALU provides more than CHF 200 million to strengthen the SME space in Switzerland/DACH over the next three years.

VALU partners with established businesses in fragmented markets, building market-leading groups through technology-enabled operational transformation, functioning as an extended work bench for its portfolio companies in areas such as HR and customer acquisition as well as strategic acquisitions. The firm focuses on sectors shaped by long-term trends including generational transition, market consolidation and technological change.

“We founded VALU with the ambition to build a different kind of investment firm, an entrepreneurial partner for SMEs, offering tangible and pragmatic support across topics that single SMEs often feel to be challenges – such as finding the right talent and using technology in a practical way to improve operations for long term success and competitiveness. From the very first day, we built our team with entrepreneurs and for entrepreneurs. This puts us in a unique position, accelerated by the rapid development of technological capabilities (AI) to support SMEs as part of a succession solution and/or as a growth partner. We provide hands-on support as well as capital alongside deep tech-capabilities to build future market leaders. With our increasing investment capacity, we can now pursue this strategy at a greater scale,” said Marco Wolf, Founding Partner and CEO of VALU.

Since its founding in 2022, VALU has completed more than 20 acquisitions across seven business groups. The firm partners closely with entrepreneurs and management teams, providing the capital, the extended operational work bench and long-term perspective to accelerate growth and strengthen the market position of its businesses.

Technology is a core part of VALU’s investment and value-creation approach. The firm has built dedicated in-house technology and AI capabilities that support its companies in automating processes, increasing productivity and accelerating digital transformation.

“The DACH region has an exceptional base of high-quality SMEs operating in fragmented markets. Generational transition and rapid advances in technology are creating a significant opportunity to bring these businesses together and build stronger, more scalable market leaders,” said Dimiter Tschawow, Founding Partner and CIO of VALU.

With its expanded investment capacity, VALU will continue to invest across Switzerland, Germany and Austria, supporting existing business groups through further acquisitions while establishing new platforms in attractive fragmented markets.