Bertoldi Holding
Also known as Gruppo Bertoldi, Bertoldi Group
Private investment company of brothers Gianluca and Giacomo Bertoldi (Orvea supermarkets family, Trentino); calls itself a family venture capital, with stakes in Satispay, Walliance and others.
USEFUL FOR Co-investors
Family & background
- FAMILY
- Bertoldi
- WEALTH ORIGIN
- Food import-export and the Orvea supermarket chain in Trentino
- HEADQUARTERS
- Italy
Investment approach
- ROUTES
- Direct investments
- STRATEGIES
- Venture capitalReal estateDirect investments
Overview
Bertoldi Holding is a private investment company controlled by brothers Gianluca and Giacomo Bertoldi, the third generation of a Trentino family whose grandfather Aldo Bertoldi traded spices, dried fruit and coffee and opened the first Orvea supermarket. Since 2014 the third generation has refocused the group on new businesses; it describes itself as a “family venture capital” operating and investing mainly in food distribution, real estate and fintech. Its portfolio includes the real-estate crowdfunding platform Walliance (founded 2016), the real-estate developer Ubika and minority stakes in companies such as Satispay, Serenis and Banca Aidexa.
Investment thesis
Companies with experienced entrepreneurial teams, proven cash and profit generation, a balanced equity structure and a sustainable competitive advantage; board seats taken to monitor and support.
Holdings & investments (21)
- WallianceNOTABLEFintech
- SatispayNOTABLEFintech
- Fintech · since 2020
- UbikaReal Estate & PropTech
- Consumer & E-commerce
- HealthTech
- Consumer & E-commerce
- Real Estate & PropTech
- Food & Agriculture
- Consumer & E-commerce
- Media & Entertainment
- MishiPaySoftware & SaaS
- Fintech
- Exited
- Real Estate & PropTech · Exited
- Fintech · Exited
- Zing ZingConsumer & E-commerce · Exited
- Software & SaaS · Exited
- FT Real EstateReal Estate & PropTech · Exited
- Consumer & E-commerce · Exited
- Consumer & E-commerce · Exited
People
Classification
Family Holding. A family's holding company that owns stakes in several separate businesses or invests beyond its own group, without calling itself a family office. How family capital is classified →
FAQ
Bertoldi Holding is a family holding based in Italy.
Bertoldi Holding invests on behalf of the Bertoldi family (Food import-export and the Orvea supermarket chain in Trentino).
Bertoldi Holding invests directly in companies. Its stated asset mix includes venture capital, real estate and direct investments.
Bertoldi Holding invests in Fintech, Real Estate & PropTech, Consumer & E-commerce, HealthTech and Food & Agriculture.
Key people at Bertoldi Holding include Gianluca Bertoldi (Principal (controlling shareholder)) and Giacomo Bertoldi (Principal (controlling shareholder)).
Bertoldi Holding's holdings and investments include Walliance, Satispay, Ubika, Orvea, Serenis, Forget About Hospitality, Banca Aidexa and WAO, among others.
The most recent publicly reported investment by Bertoldi Holding is Banca AideXa (€45M round (announced March, closed June 2020)), announced in Jun 2020.