Celtis Venture Partners

Celtis works with a mix of international private investors, family offices, and institutional participants. Many investors are seeking long-term exposure to Portugal’s real economy through regulated fund structures, including those pursuing residency via Portugal’s Golden Visa, as well as those focused on diversified or asset-backed strategies.

Yes. Celtis Venture Partners is authorised and supervised by the Portuguese Securities Market Commission (CMVM) as Sociedade de Capital de Risco (SCR). This status requires ongoing regulatory reporting, audited financials, and compliance with capital adequacy, AML, and governance standards.

Unlike pure early-stage venture capital firms, Celtis primarily invests in established small and medium-sized businesses with existing operations and cash flow. The firm focuses on improving efficiency, governance, and scalability, often through technology adoption, rather than relying solely on high-risk startup growth models.

Yes. Celtis takes an active role at both board and operational levels, depending on the strategy. This can include governance oversight, strategic planning, operational restructuring, and the introduction of specialised partners to support technological, financial, or international expansion initiatives.

Risk management is central to Celtis’ investment process. The firm emphasises diversified portfolios, conservative underwriting, regulatory compliance, and tangible economic exposures. Underlying collateral or structured investment frameworks reinforce downside protection for asset-backed strategies.

Certain Celtis-managed funds are structured to meet the post-2023 Golden Visa eligibility requirements. These funds invest primarily in Portuguese operating companies and non-residential economic activities, in line with current legislation. Eligibility ultimately depends on the specific fund and the investor’s individual circumstances.

Investment horizons vary by strategy but generally range between medium and long term. Many funds are set up to match the timeframes of private equity and, when relevant, Portugal’s residency and citizenship rules, instead of focussing on quick access to cash.

Celtis provides structured investor reporting in accordance with CMVM requirements and fund documentation. This typically includes regular updates on portfolio performance, valuations, material events, and compliance matters, offering investors a clear view of how capital is being deployed and managed.

While Portugal remains the core geographic focus, particularly for regulatory and economic reasons, Celtis may support international expansion of its portfolio companies. In such cases, capital is deployed to help Portuguese-founded or Portugal-based businesses scale into other European or global markets.

Engagement typically begins through direct contact, professional intermediaries, or regulated investment advisors. Celtis conducts suitability checks, compliance reviews, and due diligence before accepting investors, ensuring alignment with both regulatory requirements and the fund’s investment mandate.