José Soares

Hi there! 👋 I’m José, Founding Partner at Sigma Ventures.

For over 20 years, I’ve been a trusted advisor for very rich families, helping them unlock exceptional returns on their investments. With over €10bn in assets under management at our Luxembourg-based multi-family office, I know how to make money work for you.

When should you reach out to me?

• Startup Funding Rounds: Advising startups on how to structure their funding rounds to attract venture capital investment efficiently.
• Corporate M&A Strategies: Offering guidance to corporations on how to navigate complex mergers and acquisitions to optimize integration and value creation.
• Board Advisory: Providing strategic guidance to company boards on governance, risk management, and long-term planning.
• Non-Dilutive Financing: Advising on securing financing that does not require giving up equity shares.
• State Aid Grants: Helping businesses navigate the complexities of applying for and utilizing government grants.
• European Credit Opportunities: Providing tailored private financings for medium-sized European corporate borrowers, including senior and subordinated secured financings.
• Corporate Loans: Specializing in corporate, real estate, renewable energy, infrastructure, and specialty finance loans.

About me

Before dedicating myself to wealthy families, I held leadership positions at giants like Vodafone, Verizon, Merck, and Globo Group.

Here, I developed my skills in strategic growth and market expansion in multiple regions around the globe.

I could advise on the following topics:

• Venture Capital Strategies: Optimizing investment portfolios for growth in emerging tech startups.
• Private Equity Insights: Leveraging industry insights for successful long-term equity investments.
• Corporate Mergers & Acquisitions: Navigating complexities for effective corporate integration and synergy capture.
• Multi-Family Office Management: Customizing wealth management strategies for affluent family groups.
• Board Advisory: Providing strategic guidance to company boards on governance, risk management, and long-term planning.
• European Credit Opportunities: Structuring and advising on private credit solutions for medium-sized European borrowers, with a focus on non-dilutive capital, flexibility, and execution speed.
• Corporate Loans: Expertise in structuring loans for acquisitions, growth, shareholder buyouts, refinancing, and other strategic needs across diverse sectors.

Beyond the Boardroom

My public sector experience adds another dimension. I’ve secured non-dilutive financing (funding without giving up equity) for businesses and I managed illiquid debt and growth capital.

My goal: investments that deliver outstanding returns and fuel economic development.

Let’s Connect!