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Future Planet Capital is an impact-led global venture capital firm that invests in growth businesses emerging from some of the world’s most prestigious universities. Their mission is to connect their investor clients with entrepreneurs and companies that can profitably tackle society’s most significant challenges across climate change, education, health and sustainability.

As a UK-registered Investment Advisor, Future Planet Capital works with a range of innovation centres, including the University of Cambridge, Stanford University, the University of Oxford, Tel Aviv University and Harvard University.

The challenge

Future Planet Capital was supporting an exciting biotech company that develops vaccines and immunotherapies for infectious diseases. The company had played a pivotal role in the research and development of one of the highest-profile Covid-19 vaccines and was looking to commence its Series B investment round.

In light of both the speed at which the biotech company was moving forward and the urgency of the research being undertaken, Future Planet Capital needed to accelerate their capital raising activity and wanted to expand the distribution of the investment opportunity beyond the traditional audience of institutional investors. To achieve this, they needed a partner to support the development of custom investment products that would enable individual investors to pool their capital in a concentrated, thematic portfolio. They turned to Delio’s private markets deal structuring team for specialist advice on the appropriate frameworks, regulatory requirements and legal obligations.

The solution

Future Planet Capital used Delio’s Structuring Solutions to create an investment framework based around their specific requirements. This approach enabled them to offer investment baskets in 3-10 companies at a time that Future Planet Capital could distribute through various channels.

Institutional investors could still raise these funds using co-investments or separately managed accounts with a minimum commitment of $10m and veto rights. However, by using a co-mingled basket, Future Planet Capital was able to widen the audience for this opportunity via Barclays Private Bank, who distributed it to a selection of their clients. Delio’s private markets deal structuring team worked alongside the investment and operational teams at both Future Planet Capital and Barclays to have the product approved for distribution.

The result

By aggregating smaller sums, Future Planet Capital could raise the additional funds needed for the biotech company to move forward with its plans and progress to the next clinical stage in a much more efficient way, as well as delivering funding to a number of other innovative university spin-outs addressing infectious diseases. The success of this product enabled Future Planet to lead the financing round for the biotech company, which then went on to raise more than $250m when it listed publicly shortly afterwards.

The unique way in which the investment opportunity was structured also played a key role in allowing it to be easily distributed and custodied (creating a ‘bankable’ asset). This has created additional value for both Future Planet Capital and Barclays, who were able to differentiate their private banking services and help their clients to diversify their investment portfolios.

Using the Delio Structuring Solution meant we had the flexibility to expand the offering to a wider audience, while all regulatory concerns were taken care of, making life easier for everyone involved.

Douglas Hansen-Luke Executive Chairman

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