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Heliad Equity Partners GmbH & Co. KGaA — Investor Relations & Filings

Ticker · HPBK ISIN · DE000A0L1NN5 LEI · 391200OC1EXBKXSFTH12 F Financial and insurance activities
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Filings indexed 469 across all filing types
Latest filing 2023-09-22 Share Issue/Capital Cha…
Country DE Germany
Listing F HPBK

About Heliad Equity Partners GmbH & Co. KGaA

https://www.heliad.com/

Heliad Equity Partners is an evergreen investment company that supports technology startups and growth companies across Europe. The firm invests throughout a company's lifecycle, from early stages (pre-seed to Series A) via its Collective Ventures vehicle to growth stages and beyond. By investing directly from its balance sheet, Heliad is free from traditional fund life cycles, enabling it to act as a long-term partner, even post-IPO. A key aspect of its strategy is providing portfolio companies with access to capital markets expertise, offering support in venture debt, equity financing, and M&A to facilitate sustainable growth and strategic exits. The company focuses on market-leading technology firms in sectors including AI, robotics, FinTech, HealthTech, and energy transition.

Recent filings

Filing Released Lang Actions
Heliad Equity Partners GmbH & Co. KGaA: Heliad leads the follow-on financing for the BBQ brand Burnhard
Share Issue/Capital Change Classification · 99% confidence The document is a news release disseminated via EQS News, dated September 22, 2023. The content details Heliad Equity Partners' participation in a follow-on financing round for the company Burnhard, involving equity and financing lines. This announcement concerns an investment activity and capital structure change related to a portfolio company, which falls under financing activities. Since it is an announcement about an investment/financing event rather than a formal regulatory filing like a 10-K or a quarterly report (IR), the most appropriate category is 'Capital/Financing Update' (CAP). It is not a general regulatory filing (RNS) because it describes a specific corporate action (investment). The length is moderate, but the content is a direct announcement of a financing event.
2023-09-22 English
Heliad invests in artificial intelligence business AI21 Labs
M&A Activity Classification · 99% confidence The document is a news release dated September 12, 2023, announcing that Heliad Equity Partners is investing in AI21 Labs. It uses the EQS-News distribution service and contains standard corporate announcement formatting, including contact information and metadata about the dissemination service. This type of announcement, detailing a specific corporate action (an investment) that is not a full financial report (like 10-K or IR), a management change (MANG), or a dividend announcement (DIV), falls best under the general category for regulatory/corporate news announcements that don't fit elsewhere. Since it is a specific corporate action announcement distributed via a news service, and it is not a formal regulatory filing like a 10-K or a specific report like an AR or ER, the most appropriate classification is Regulatory Filings (RNS) as the general category for miscellaneous corporate news releases, or potentially Capital/Financing Update (CAP) due to the investment nature. Given the context of EQS News dissemination, RNS is often used for these types of market-moving news items that aren't standard periodic reports. However, since the core event is a capital investment, CAP is also highly relevant. Given the structure, it reads like a standard press release announcing a transaction. I will classify it as RNS as the general regulatory news fallback, but acknowledge its investment nature. Upon review of the definitions, 'CAP' is for 'Updates on company fundraising, financing activities, or capital structure changes.' An investment *by* Heliad is a financing activity for AI21 Labs, but for Heliad, it's an investment decision. Since it's not Heliad raising capital, CAP is less fitting than RNS for a general news announcement about an investment in another company. I will stick with RNS as the best fit for a general corporate news release distributed via EQS.
2023-09-12 English
Heliad Equity Partners GmbH & Co. KGaA: Merger of Heliad Equity Partners GmbH & Co. KGaA into FinLab AG: Mutual Understanding on exchange ratio
M&A Activity Classification · 98% confidence The document is an 'Ad-hoc' disclosure dated June 22, 2023, announcing a 'Mutual Understanding on exchange ratio' regarding the planned merger of Heliad Equity Partners GmbH & Co. KGaA into FinLab AG. The key phrase indicating the nature of the filing is 'Key word(s): Mergers & Acquisitions' and the content details the agreed-upon exchange ratio (5 FinLab shares for 12 Heliad shares) resulting from an expert opinion on enterprise value. This directly relates to a significant corporate transaction involving a merger proposal or takeover bid. Therefore, the appropriate classification is 'M&A Activity' (TAR). The document is a formal announcement of the transaction terms, not a general regulatory filing (RNS) or a report itself.
2023-06-22 English
Heliad Equity Partners GmbH & Co. KGaA: Plans of Merger with FinLab AG
M&A Activity Classification · 98% confidence The document is an 'Ad-hoc' disclosure dated May 26, 2023, announcing 'Plans of Merger with FinLab AG'. It explicitly states it is a 'Disclosure of inside information pursuant to Article 17 of Regulation (EU) No. 596/2014' (MAR). The core content details the intention to negotiate a merger agreement and subsequent capital increase. This type of announcement, concerning a significant corporate action like a merger proposal, falls under the category of M&A Activity (TAR). Although it is an inside information disclosure, the subject matter is clearly a merger/takeover proposal, making TAR the most specific fit over the general Regulatory Filing (RNS). The document length is short (4688 chars), but it is the primary announcement of the transaction itself, not just an announcement of a report.
2023-05-26 English
Annual financial statements 2022
Annual Report Classification · 100% confidence The document is titled 'Annual financial report 2022' and contains comprehensive financial statements including the Income Statement, Balance Sheet, Statement of Changes in Equity, and Cash Flow Statement for the fiscal year 2022. It also includes the Report of the Supervisory Board and Independent Auditor's Report. As it covers the full fiscal year and provides detailed financial data, it is classified as an Annual Report (10-K). FY 2022
2023-04-28 English
Annual financial statements 2022
Annual Report Classification · 100% confidence The document is titled 'Annual financial report 2022' and contains comprehensive financial statements including the Income Statement, Balance Sheet, Statement of Changes in Equity, and Cash Flow Statement for the fiscal year 2022. It also includes the Report of the Supervisory Board and Independent Auditor's Report. As it covers the full fiscal year and provides detailed financial data, it is classified as an Annual Report (10-K). FY 2022
2023-04-28 English

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