News

: Outstanding performance of the WIN portfolio highlighted by portfolio founders at the Webit forum

28 Oct 2024

Outstanding performance of the WIN portfolio highlighted by portfolio founders at the Webit forum

Webit Investment Network (WIN) Transforms Investment Opportunities with Unmatched Transparency, Liquidity, and Growth Potential


SOFIA, Bulgaria – Webit Investment Network (WIN), listed on the BEAM market of the Bulgarian Stock Exchange (BSE), represents a unique investment opportunity, offering individual investors an exceptional combination of transparency and liquidity of public markets, combined with the growth potential typically associated with the VC - highest-performing asset classes in elite venture capital funds. WIN opens doors to investments in high-growth companies traditionally available only to top VC funds, redefining and expanding the opportunities available within publicly listed investment structures.


WIN vs. Venture Capital: Portfolio Performance and Access


High-Performing Portfolio
WIN’s portfolio consistently surpasses traditional investment standards, achieving a 3.31x increase in consolidated revenues — from $28.9 million in 2022 to an estimated $95.8 million by the end of 2024, with a projected increase to $160 million by the end of 2025. There has been a 1.7x increase in the revenues of the companies compared to their valuation at the time of share acquisition, with a median holding period of just over 1 year for WIN's portfolio. This remarkable growth positions WIN among the most successful investment companies, while offering individual investors unprecedented access via the Bulgarian Stock Exchange. Portfolio companies include iSchool, with a 7.2x revenue increase (WIN invested in December 2023 at a valuation based on $1.46 million in revenue and -$600,000 EBITDA, which grew to $10.5 million in revenue in 2024, with EBITDA exceeding $2,5 million), CH4 Global, which completed its first plant with fully pre-sold production capacity, BeeHero, which surpassed $70 million in revenue this year, up from over $44 million last year, InHeart, which continues expanding with expected revenue doubling, VUZ, which has reached profitability with significantly increased revenues compared to 2023, and Elephant in a Box, which recently signed contracts with IKEA and other major retailers, setting it on a strong growth trajectory. Through strategic rights like super pro-rata and first refusal on follow-on investments, WIN maintains priority access to companies with proven scalability—advantages comparable to those enjoyed by top VC funds.


Annual Rigorous Selection and Global Reach


The WIN portfolio is built through the Founders Games—a global selection program for the fastest-growing, successful, and impactful growth-stage companies (A, B, pre-C rounds) from over 150 countries. Each year, 10-12 companies are selected from thousands of applicants to compete in the Grand Finals in Davos, coinciding with the World Economic Forum. The selection process involves over 300 VC investors from around the world, alongside WIN’s investment committee, evaluating thousands of high-performing companies. WIN holds exclusive rights to invest in these winning companies, offering a unique advantage over traditional VC funds with limited dealflow and geographic reach. WIN’s portfolio includes companies from the USA, Europe, and the Middle East, providing investors with a diversified, impactful portfolio with access to some of the world’s fastest-growing companies and industries.


WIN vs. Comparable Investment Structures: Transparency and Liquidity


Unmatched Liquidity
In a sector where long lock-up periods are the norm, WIN’s liquidity sets a new standard. WIN achieved over 15% liquidity on the BSE in the past 12 months, through 818 trades totaling more than 954,000 BGN. This liquidity far exceeds that of typical structures worldwide, with no parallel in the VC industry, where Limited Partners (LPs) usually face 10+ years of “locked” investments with limited early capital access. This level of liquidity is a breakthrough in venture capital, making WIN an attractive investment tool for those seeking both growth and accessibility.

Transparent NAV-Based Valuation
WIN utilizes a Net Asset Value (NAV) based valuation, directly reflecting the portfolio’s intrinsic value and protecting investor interests. WIN adheres to strict asset revaluation policies, updating NAV only after a minimum of 12 months of holding shares in the respective company. Given that four of WIN’s six companies are among the top performers and have been held for less than a year, the current NAV does not yet reflect the full portfolio potential, signaling even greater growth potential as assets mature and undergo further revaluation.


WIN: A Unique Combination of Public Market Transparency and Venture Capital Upside


WIN combines the transparency, accessibility, and liquidity of public markets with the growth potential of the highest-performing asset class, bridging the gap between the advantages of public markets and the growth of venture capital. For investors, this represents a transformative opportunity to participate in a high-growth, impact-driven portfolio without the restrictive timelines and lock-ups typical of traditional VC funds.


Strategic Capital Increase for Portfolio Expansion


WIN is considering a capital increase in the coming months to reinvest in top-performing companies and add new finalists from the Founders Games. This will enhance portfolio diversification and long-term growth potential, reinforcing WIN’s commitment to providing investors with access to premier growth opportunities.

In Summary
Webit Investment Network (WIN) is reshaping the European investment landscape by offering unparalleled access, transparency, and growth opportunities typically reserved for top VC funds. With the flexibility and liquidity of a public listing and a portfolio of companies from the USA, Europe, and the Middle East, WIN represents a combination rarely found in any investment vehicle today.