Heliad

Overview
Price performance
Financials
Research
Sector insights
Thematics

Heliad aims to invest in market-leading private companies and skilled entrepreneurs across sectors and regions to power their next phase of growth. It acts as a gateway to public equity markets by leveraging its experienced team and strategic partners.

Latest Insights

Investment Companies |
Update

04.07.24

Heliad — Market environment turning slightly more positive

Investment Companies |
Initiation

25.01.24

Heliad — Starting a new chapter

Investment Companies |
Update

15.06.23

Heliad Equity Partners — Plans to merge with FinLab

Investment Companies |
Update

22.03.23

Heliad Equity Partners — Enpal and Razor closing new funding rounds

Visit Website

Sector

Investment Companies

Equity Analyst

Milosz Papst

Head of Content, Investment Trusts

Key Management

Falk Schäfers

CEO

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	(5.2)	(5.2)	(9.0)
Relative	(2.2)	(8.4)	(24.0)
52 week high/low	€11.2/€8.6

Overview

Heliad reported a net asset value (NAV) per share of €18.20 at end-March 2024, roughly unchanged compared to end-September 2023 (€18.17), as the 25% share price increase of the listed flatexDEGIRO (Heliad’s largest holding) offset some fair value reductions in Heliad’s private portfolio. Meanwhile, several of its portfolio companies announced important developments. This includes solid FY23 results from Raisin and Clark, the combination of Razor Group with Perch, FINN’s €100m funding round and Enpal’s €1.1bn debt raise. While venture capital (VC) deal activity and exit opportunities remain subdued, there are initial signs of a stabilisation and recovery.