INVESTMENT THESIS
What we look for, in each front of activity
Khalli comes in as an active partner or administrator, never as a check-and-distance investor nor as a walk-in broker. This page covers the two dimensions of the thesis: investment in portfolio companies, and our two proprietary fronts, real estate assets and technology.
Investment in companies, what we look for
Proven recurring revenue
A B2B services company or operation with real, recurring revenue, not a projection of future growth.
Control below what is needed
An operation where professionalizing financial management and reporting changes the outcome, the same rationale we already apply in the real estate pillar.
Founder willing to open the numbers
A partner or founder who accepts external audit and management transparency from entry, not only after the deal is formalized.
Target sector and entry criteria
We prioritize B2B services companies and operations with proven recurring revenue, avoiding short-cycle businesses or those dependent on commodities with no competitive edge. The company already needs to be operating with real revenue, not in a product validation phase. The stake can be minority or majority, starting at an acquisition ticket of R$ 2 million, with no defined upper limit. The criterion that weighs most is the founder's willingness to professionalize financial control and reporting together with Khalli.
What is out of scope
The list below saves a conversation that would not move forward.
- A pre-revenue company dependent only on projections of future growth.
- A partner or founder who does not accept management transparency or external audit.
- A regulated sector without legal clarity on the activity.
- A property without regularized documentation or a portfolio without real revenue.
- An owner or partner who prefers to keep management closed.
What we do not do
- Angel investment in an early-stage company with no revenue.
- Buying a stake without complete due diligence (financial, legal, corporate).
- Acting as a passive investor, we always take an active governance role.
- One-off brokerage or intermediation of buying and selling property: we are not a walk-in real estate agency.
- Managing low-ticket popular housing with no potential for management professionalization.
- Outsourcing the tracking technology to a third party platform.
How we evaluate
Every entry, whether a company, a property or a portfolio, goes through complete documentary due diligence before any commitment: financial, legal and corporate situation, followed by a formal contract defining the reporting standard that asset will follow from entry onward.
Criteria, ticket size and term, real estate assets
We manage portfolios from R$ 5 million in asset value, with no upper limit, under a long term administration contract (minimum 24 months). Multifamily residential and commercial (corporate office floors, light logistics warehouses), mid to high standard, in São Paulo city and metropolitan area.
If your case fits
Tell us what you manage today, what your company does or what you are looking for. Someone from Khalli will respond.