ipartners Research by SuperAGI

Overview

iPartners is a digitally-led investment manager specializing in alternative asset investments. Founded in 2017 by experienced investment professionals Travis Miller and Rob Nankivell, the company is headquartered in Sydney, Australia. iPartners operates under the ABN 97 616 310 555 and holds the AFSL 502 791. As of the most recent data, iPartners has successfully raised over $5 billion in investor funds through its platform. The company is known for its diverse range of investment classes, including private credit, asset-backed debt, property, private equity, and private investments.

Business Model and Investment Approach

iPartners is tailored for self-directed and advised wholesale investors, offering access to institutional-grade alternative assets aimed at wealth creation, income generation, and portfolio diversification. The platform accommodates minimum investments as low as A$10,000, enabling investors to diversify their portfolio according to their risk tolerance and financial goals. With a focus on private credit, asset-backed debt, property, and private credit funds, the company's investment strategy opens a wide scope of alternative asset classes.

Key Features

Digital Investment Process: A fully integrated online client portal featuring comprehensive investment reporting modules, ensuring a seamless digital experience from registration to investment execution.

Liquidity Options: Offers investors daily secondary market liquidity for flexible investment management.

Risk Management: Emphasizes robust infrastructure with risk management and compliance frameworks to effectively meet investor requirements.

Financials and Operations

Annual Revenue: Approximately $21.4 million.

Number of Employees: 102 employees.

Platform Offerings: Includes funds like the iPartners Core Income Fund and iPartners Credit Investment Fund, allowing diverse asset exposure for investors.

Leadership and Team

The core leadership team comprises Rob Nankivell and Travis Miller as Managing Directors and Co-Founders. Jo Uebergang recently joined as the Chief Revenue Officer, contributing strategic vision and market expertise. Emily Mohan has also been appointed as a Director in the Capital Markets division, underscoring iPartners' focus on expanding capital market operations. The firm employs a multidisciplinary team of over 70 professionals specializing in private credit, asset-backed lending, and real estate.

Notable Achievements

Proven Track Record: Established a strong track record in capital raising, deal origination, structuring, investing, and asset management.

Valuation and Funding: Achieved a valuation of approximately $27 million in 2021 during a private funding round.

Market Recognition: Maintained transparency and alignment in investment parties to optimize risk-return parameters.

Competitors and Alternatives

iPartners operates in a competitive market with several key players:

Top Competitors: VT Markets, AUSIEX, and Barrenjoey in the financial service sector.

Other Notable Competitors:

Aussie Angels: An angel investment network democratizing early-stage investing, focusing on startups.

CoVentured: A platform linking startups with corporates for global technological discovery.

Dotd: Offers startup equity legal management and investor communication solutions.

Startup Galaxy: An investment platform automating operations for startups, investors, and syndicates.

Strategic Insights

Understanding iPartners' competitive landscape is critical for positioning sales strategies and identifying differentiation areas. By emphasizing unique platform features, exploring strategic partnerships, and enhancing investor relations, iPartners can strengthen its market position compared to more established entities within financial services, venture capital, and startup sectors. Leveraging leadership appointments, like Emily Mohan's, can aid in expanding influence and capabilities.