Indexa Capital: Getting Ready for a New Round of Capitalization
Indexa Capital is Spain's first first robo-advisor. Its founders have experience in entrepreneurship, new technologies and investment management. Indexa specializes in passive investment, following the model established by other companies in the United States and Europe. The company has undergone two rounds of capitalization and is negotiating an agreement for the deferred entry of a new investor, via a loan convertible into shares.
Collection: IESE (España)
Ref: F-963-E
Format: PDF
Number of pages: 25
Publication Date: Mar 15, 2021
Language: English, Spanish
Description
Indexa Capital is Spain's first first robo-advisor. Its founders have experience in entrepreneurship, new technologies and investment management. Indexa specializes in passive investment, following the model established by other companies in the United States and Europe. The company has undergone two rounds of capitalization and is negotiating an agreement for the deferred entry of a new investor, via a loan convertible into shares.
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Year: 2017
Geographic Setting: España
Learning Objective
The case can be used to illustrate the typical problems that arise in the capitalization of startups (valuation, dilutions of shares, etc.) or in the management of a fintech, as well as the quandary of active investment versus passive investment, and the use and analysis of convertible loans.
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"Indexa Capital: Getting Ready for a New Round of Capitalization"
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