Heritage Capital  |
| FUND MANAGER DETAILS |
| Year Fund Started | 2017 |
| Type of Fund Manager | Independent |
| Regulatory License Number | 45848 |
| Total Number of Investments to Date | 0 |
| Number of Investment Executives | 2 |
| Principal Office Address | Office 101H2, 24 Crescent Drive, Melrose Arch |
| Key Contact Person and Designation | Philile Maphumulo, Xolisile Ntanzi |
| BEE Ownership | Black Female owned |
| Company Description | Heritage Capital is a 100% black women-owned and managed private equity fund management company established in 2015. We invest capital on behalf of various institutional investors with a strong focus on funding growth |
| Telephone | +27 010 594 4708 |
| E-mail | philile@heritagecapital.co.za |
| Website | www.heritagecapitalpartners.co.za |
| FUND DETAILS |
| Name of Fund | Heritage Capital Fund I |
| Committed Capital of Fund | R500 million |
| Fund Structure | Partnership |
| Nature of Fund | Growth and buyout funding |
| Number of Portfolio Companies | 4 |
| INVESTMENT PREFERENCES |
| Minimum Investment | R20 million |
| Maximum Investment | R60 million |
| Average Current Investment Size | 0 |
| Industry Preference | - Chemical & materials
- Construction & Building Products
- Consumer Related
- Computer &/ Electronics
- Food & beverage
- Industrial Products and Services
- Logistics & Packaging
- Manufacturing
- Health & Medical & Life Science related
- Other Services
- Telecommunications
- ICT
- Hospitality & Tourism
- Water & Sanitation
- FMCG
|
| Industry Excluded | - Agriculture & Forestry & Fishing
- Energy
- Gambling
- General
- Infrastructure
- Military services & Arms
- Mining and mining related
- Oil & Gas
- Real Estate / Property
- Tobacco & Alcohol
|
| Investment Stage Preference | - Expansion
- Growth / Development Capital
|
| Investment Stage Excluded | |
| Minimum and Maximum Equity Usually Taken | Minimum: 20% Maximum: 80% |
| Geographical Preferences | |