Our services
Caudex Capital is a provider of forest and renewable energy investment advisory services.
The group’s management team develops, monitors and advises on international forest and renewable energy projects.
The team provides tailor-made investment solutions for institutional and qualified investors, including:
- Development of specific investment strategies
- Identification of suitable investment projects
- Portfolio construction
- Execution of investment control, portfolio risk management and reporting
- Coordination and provision of due diligence of technical, legal and financial assumptions
Caudex Capital’s team is dedicated to ensuring optimal conditions for identification, establishing, monitoring and advising on international projects. Our services include:
Client specific portfolio development, controlling, risk management, reporting, and analysis:
- Strategy and action plan with ongoing updates
- Assistance in building, maintaining and balancing a forest (or renewable energy) portfolio
- Controlling and managing of cash flows
- Investor reports on portfolio level and investment fund level (quarterly or monthly, if requested)
- Investment appraisal evaluations
- Regularly inspections of projects
- Secondary market deal-analyses and negotiations
Due dilligence and hands-on market knowledge:
- Regional asset allocation model based on Caudex Capital’s internal research data and network
- Due diligence of forestry management companies
- Coordination of due diligence of the technical, legal and financial assumptions of investment opportunities