MAIN SET
Main Set exists to provide capital and expertise to our portfolio companies and generate alpha for our investors.
We capitalise on our unique access and sourcing capabilities to find and win allocation to category-defining companies.
We leverage our data-first approach and disciplined investment approach to pick those that we believe will be fund returners.
We utilise our value creation toolbox to be value-added partners to our portfolio companies.
All in the service of alpha generation for our investors.
ORIGINS
Main Set is part of Capricorn Capital Partners UK, a private investment firm with offices in Johannesburg, London, Dubai and Malta. Capricorn is an associate of Yellowwoods, whose investments include the Hollard Group (a global insurance business and South Africa’s largest privately-owned insurance company), the Redsands Group, Auto & General, Clientele and the Budget Group; Nando’s, an international restaurant group; Spier Wine Farm and Hotel and &Beyond, luxury game lodges globally.
WHAT WE LOOK FOR
Main Set invests in category-defining early and growth-stage fintech and adjacent SaaS companies led by exceptional founders and teams, tackling and solving real and significant problems at the technological frontier of their chosen markets.
Main Set follows a systematic investment and data-led investment process. We look for businesses that demonstrate the following initial characteristics:
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Led by world-class people – the team has what it takes to build a resilient category-defining company
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Post revenue, ready to scale – the idea is proven and has traction, and now it’s time to grow
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Solving a real and significant problem within financial services – the idea solves a key customer pain point and, at scale, has the potential to get big
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Has a defensible moat around the solution, which can be defended and expanded, meaning the company has a true defensible competitive advantage
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It can generate material free cash flow at scale—the company has a sound business model and the ability to become highly profitable.