Investment strategy


About us

TLcom Capital LLP is a London-based venture capital firm investing since 1999 in Telecom, Media and Technology (TMT) companies across Europe and Israel. TLcom currently manages total commitments of approximately €200 million, including the TLcom I fund (2000 vintage), and the TLcom II fund that had a first closing and is currently raising further capital with a final target size of €150 million

Our investment strategy is to identify, back and assist high quality entrepreneurs and management teams with disruptive technologies and business models, compelling intellectual property and deep market knowledge.

We primarily target companies in the following industry segments: mobile; internet protocol (IP) technologies and services; broadband based network architecture and service platforms; semiconductors and materials; web based applications, services and technologies; digital media and technologies targeting the digital home environment.

Investments will primarily be directed at revenue-stage companies, although TLcom will consider investments across all stages of company development. We are looking for companies that have the potential to disrupt large existing markets or to be category leaders in emerging markets.

Success in technology companies and superior value generation ultimately depend on extraordinary people. TLcom provides, in addition to finance, deep company building expertise based on the experience and breadth of skills within our team. By combining the relevant mix of technology, strategy and finance skills, we can help the best entrepreneurs create superior execution and a long-term competitive advantage.

The firm's management team represents over 60 years of relevant technology experience throughout Europe and Silicon Valley:
  • strategy consulting (Bain, McKinsey)
  • operations in the global technology leaders (Cisco, Cable & Wireless, NTL)
  • investment management (Morgan Stanley Private Equity, Draper Fisher Jurvetson, Electra Partners Europe, DN Capital)
  • corporate finance (Morgan Stanley)
  • chartered accounting (E&Y, PwC)
We work as a partnership of equals with each team member having a vested interest in the success of all our companies. Because of our unique team approach, our portfolio companies benefit from the experience and vast industry connections of all our partners. To ensure the maximum attention for each of our portfolio companies we limit the number of investments per partner and enjoy one of the best partner-to-portfolio ratios in the industry.

We focus on assisting our partner entrepreneurs in key areas of company development. These include:
  • sourcing the very best people to drive the most value-accretive execution
  • helping to develop and refine company strategy and tactics
  • assisting in the move from product development to commercialisation
  • expanding to relevant markets and geographies
  • building customer relationships and strategic partnerships
  • managing financing and exit activities.
TLcom Capital LLP is FSA registered and is a member of EVCA.


Print


© All Rights Reserved TLcom Capital LLP. Authorised and Regulated by FSA.