Phitrust Partenaires is a social investment firm that provides technical and financial support to small and medium-sized for-profit companies that create a positive social and environmental impact while pursuing financial sustainability and profitability. Phitrust Partenaires invests globally in a variety of sectors, with a particular focus on financing social businesses in Europe and West Africa.
European Social Entrepreneurship Fund (EuSEF), Phitrust Partenaires also has the “Entreprise Solidaire” accreditation and the Finansol label.
A solid investment
20 to 25 investments with an average unit amount between €100K and €800K
A risk controlled by a mixed equity/debt/convertible allocation
An investment that promotes the development of SMEs with a strong social and/or environmental impact
A social investment
>> A STRONG IMPACT
In 2016, the portfolio’s investments contributed to the creation of 4,235 socially inclusive jobs and 604 jobs for people with disabilities, in support of 87,761 microentrepreneurs. The investments also averted the emission of 113,034 tonnes of CO2.
>> A CLEAR STRATEGY
Phitrust Partenaires invests as a minority shareholder and supports profitable and growing SMEs, aiming to become champions in their sector within 7/10 years, with a measurable social and/or environmental performance which is monitored.
>> A LINK WITH ENTREPRENEURS
Phitrust Partenaires organises regular and exclusive meetings with social entrepreneurs, including two on-site visits a year to the portfolio companies. Investors also have the opportunity to follow and co-invest directly in a portfolio company.
We are committed to supporting closely each of the businesses run by social entrepreneurs in our investment portfolio.
This support is provided by the Phitrust Partenaires team as well as by our investors who are mostly proven entrepreneurs. We therefore bring to our companies a strong added value in terms of management and development.
Phitrust supports social entrepreneurs who bring innovative solutions to current social or environmental issues.
Depending on the desired social impact objectives, measurement criteria are defined with each entrepreneur at the initial stage of the investment. An annual follow-up of these criteria is conducted by the Phitrust team to analyse the performance impact of each project as well as that of the portfolio as a whole..
AMSI offers turnkey business concepts to unemployed potential auto-entrepreneurs.
Cameroun Breuvages produces and distributes spring water sold in sachets, marketed under the brand name Sawawa.
Foncière Chênelet develops societal projects through the construction and renovation of social, ecological, comfortable and low-cost housing, fully adapted to elderly and disabled persons.
CoopMed is an investment fund in the mediteranean of 10.5M euros for the development of the social economy.
Ecodair manages the refurbishment of computer equipment by mentally impaired persons.
Ethical Property Europe
Ethical Property Europe develops and manages office space for non-profits in HEQ* buildings (HEQ: High Environmental Quality).
Etic develops and manages office space for non-profits in HEQ* buildings (HEQ: High Environmental Quality).
Investisseurs & Partenaires Afrique Entrepreneurs provides financial and mentoring support for SMEs and microfinance institutions in their development growth phase.
Investisseurs & Partenaires Développement provides finance and support to very small enterprises and microcredit institutions.
ISF Solidaire is a simplified joint stock company created by Phitrust Partenaires to finance projects within the framework of the French TEPA law.
La Laiterie du Berger
La Laiterie du Berger collects milk from more than 700 semi-nomadic Fulani herders and produces and distributes nutritional dairy products.
La Varappe offers social reintegration through employment in the following sectors: interim employment, construction and public works, waste treatment, maintenance of green spaces, renewable energy.
Main Forte offers social reintegration through employment in the regional road transportation sector.
Funding of Entrepreneurs du Monde socially-oriented startup microfinance partner programs.
Phitrust Asia is an impact investment company created by Phitrust Partenaires focusing on South East Asia, a region where social entrepreneurship is emerging and developing rapidly.
Phitrust Partenaires Europe
Phitrust Partenaires Europe is a simplified joint stock company created by Phitrust Partenaires and the European Investment Fund to finance social entrepreneurship projects within the European Union.
Permicro offers microfinance for immigrant populations in Italy.
Schneider Electric Energy Access (SEEA) is the Schneider Electric Group’s social investment fund whose focus is access to energy for disadvantaged populations.
Swiss Fresh Water
Swiss Fresh Water manufactures and provides water treatment machines.
TagPay offers a solution that allows a number of banking operations to take place via secure electronic transactions made from any mobile phone, regardless of the provider.
The Investment Committee brings together shareholders of the company, recognised professionals from the commercial economic world, who have or have had operational responsibilities in French and international companies.
The Supervisory Board carries out the validation of investments, the audit of the methodologies selected for the valuation of participations, and strategic thinking for development.
Without contesting the strategic interest of the merger between these firms, this operation being presented as a merger “between equals” which is – if it is approved in these conditions – a takeover of Alstom by Siemens, and harms the minority shareholders with an insufficient control premium and is unsatisfactory in terms of governance.
Phitrust has put at Carrefour’s AGM agenda several written questions concerning Governance issues.
In addition to Phitrust’s campaign on the « Science Based Targets » initiative, in which Carrefour and Renault are both committed, the Mutual fund (SICAV) Phitrust Active Investors France has submitted several written questions to the board of directors concerning the governance of both companies.
This website is exclusively reserved to qualified investors.
The information in this website is not a solicitation to buy or sell shares of the company. Only are allowed to invest in the company in connection with offers made in accordance with articles L.227-2 of the Commercial Code, L.411-2 of the Monetary and Financial Code and 211-2 of the General Regulations of the Authority of Financial Markets, those investing a minimum of 100,000 euros.
The information in this website is only an indication of synthetic philosophy and management policy implementation within the company. This website should be considered as an overview of the company. The information in this website is only a medium for discussion of the company Phitrust Partenaires provided as a reference. No information on this site is contractual.
Any information the site is confidential and should not be distributed without written permission from the company Phitrust Partenaires.
Phitrust Partenaires is a simplified joint-stock company and can not make a public offering of its financial securities. Only are allowed to invest in the company in connection with offers made in accordance with articles L.227-2 of the Commercial Code, L.411-2 of the Monetary and Financial Code and 211-2 of the General Regulations of the Authority of Financial Markets, those investing a minimum of 100,000 euros. Does not constitute an offer to the public within the meaning of Article L. 411-1 the offer is open only to qualified investors or to a restricted circle of investors, provided that these investors act for their own account.
An accredited investor is a person or entity with the skills and resources necessary to understand the risks inherent in transactions involving financial instruments. Professional clients as defined in Article L. 533-16 CMF have a status of qualified investors. Professional client is a client who possesses the experience, knowledge and expertise to make its own investment decisions and assess the risks. Customers meeting these criteria may request to be treated as non-professional clients and other clients that they meet these criteria may, upon request, be treated as professional clients.