Patria Investments Limited (PAX): Business Model Canvas

Key Partnerships

Patria Investments Limited (PAX) has established key partnerships to leverage the expertise and resources of other organizations in order to achieve its business goals. These partnerships include:

• PAX collaborates with banks, credit unions, and other financial institutions to secure funding for its investment projects. By partnering with these institutions, PAX is able to access capital at competitive rates and terms, which allows the company to maximize its returns on investment.

• By forming strategic alliances with investment firms, PAX gains access to a network of investors and experts in the finance industry. These alliances provide PAX with valuable insights and guidance on investment opportunities, as well as access to a wider pool of potential investors.

• PAX forms partnerships with local businesses in its target markets to gain a better understanding of the local business environment and culture. These partnerships help PAX to identify opportunities for investment and develop strong relationships with local stakeholders.

• PAX enters into joint ventures with other companies for the development of specific projects, such as real estate developments or infrastructure projects. By partnering with other companies, PAX is able to share resources, risks, and expertise, leading to more successful and profitable projects.

Key Activities

As a leading financial services company, Patria Investments Limited (PAX) engages in a range of key activities to drive its business model and achieve its strategic objectives. These key activities include:

• Investment management: One of the core activities of PAX is investment management. This involves the identification, selection, and management of investment opportunities across various asset classes such as real estate, private equity, infrastructure, and credit. PAX's team of experienced professionals work closely with clients to develop tailored investment strategies that align with their financial goals and risk tolerance.
• Asset acquisition and disposal: PAX actively engages in the acquisition and disposal of assets in order to grow and optimize its investment portfolio. This involves conducting thorough due diligence, negotiating transactions, and managing the entire process from start to finish. PAX leverages its industry expertise and network to identify attractive investment opportunities and generate value for its clients.
• Market research and analysis: PAX conducts extensive market research and analysis to identify emerging trends, opportunities, and risks in the financial markets. This enables PAX to make informed investment decisions and provide valuable insights to its clients. By staying abreast of market developments, PAX is able to adapt its strategies and position itself for long-term success.
• Business consulting services: In addition to its investment activities, PAX offers business consulting services to help clients optimize their operations, improve efficiency, and drive growth. This may include strategic planning, financial analysis, risk management, and other tailored services to meet the unique needs of each client. PAX's team of experts work closely with clients to develop practical solutions that deliver tangible results.

Overall, PAX's key activities are designed to create value for its clients, generate attractive returns, and establish itself as a trusted partner in the financial services industry.

Key Resources

Patria Investments Limited (PAX) leverages a variety of key resources to ensure the success of its investment activities. These resources include:

• Financial expertise and advisors: PAX has a team of highly skilled financial experts and advisors who bring a wealth of knowledge and experience to the table. This expertise allows the company to make informed and strategic investment decisions.
• Proprietary investment models: PAX has developed proprietary investment models that help guide decision-making and identify lucrative investment opportunities. These models are constantly refined and updated to adapt to changing market conditions.
• Strong client network: PAX has built a strong client network over the years, consisting of high-net-worth individuals, institutional investors, and other key players in the financial industry. This network provides access to a wide range of investment opportunities and valuable insights.
• Access to capital markets: PAX has established relationships with various capital markets, allowing the company to raise capital efficiently and effectively. This access to capital markets gives PAX the flexibility to pursue new investment opportunities and scale its operations.

By leveraging these key resources, PAX is able to stay ahead of the competition and deliver superior returns to its investors.

Value Propositions

Patria Investments Limited (PAX) offers a range of value propositions that set us apart in the investment market:

• Diversified investment portfolio opportunities: We provide our clients with access to a wide range of investment opportunities across various sectors and asset classes. This diversification helps minimize risk and maximize returns for our investors.
• Expertise in emerging markets: With a focus on emerging markets, we have developed deep expertise and knowledge of these markets. This allows us to identify unique investment opportunities and provide our clients with access to high-growth markets.
• Tailored financial solutions: We understand that each client has unique financial goals and risk tolerance levels. We work closely with our clients to develop tailored financial solutions that meet their specific needs and objectives.
• Strong track record of returns: Over the years, we have established a strong track record of delivering significant returns for our investors. Our commitment to excellence and focus on investment strategies that generate value have consistently produced positive results.

These value propositions demonstrate our commitment to providing our clients with superior investment opportunities, expert guidance, and tailored financial solutions that help them achieve their investment goals.

Customer Relationships

Patria Investments Limited (PAX) prioritizes building strong and long-lasting relationships with our clients. We understand that each investor has unique financial goals and risk tolerance levels, so we offer personalized investment advice to ensure that their portfolios align with their individual needs.

• Personalized investment advice: Our team of experienced financial advisors works closely with each client to develop investment strategies that are tailored to their specific goals and preferences. Whether they are looking to build wealth, save for retirement, or plan for their children's education, we provide customized guidance to help them achieve their objectives.
• Regular portfolio updates and reviews: We believe in transparent communication with our clients, which is why we provide regular updates on their investment portfolios. Our clients receive detailed reports on the performance of their investments, as well as recommendations for any necessary adjustments to their asset allocation.
• Dedicated account management: Each client is assigned a dedicated account manager who serves as their main point of contact at Patria Investments Limited. This ensures that our clients have a single, reliable source of support for all their investment-related needs and inquiries.
• Responsive customer service: We pride ourselves on our commitment to excellent customer service. Our team is readily available to address any questions or concerns that our clients may have, providing timely and helpful responses to ensure a positive experience.

Channels

Patria Investments Limited (PAX) utilizes a variety of channels to reach and engage with potential clients, as well as provide ongoing support and investment opportunities. These channels include:

• Company website and mobile app: PAX has a user-friendly website and mobile app that provides information on the company, its services, and investment opportunities. Clients can easily access their accounts, view performance reports, and make investments through these digital platforms.
• Direct sales team: PAX employs a team of experienced sales professionals who work directly with clients to understand their investment needs and goals. These professionals provide personalized guidance and support throughout the investment process.
• Investment seminars and webinars: PAX regularly hosts investment seminars and webinars to educate clients on various investment opportunities, strategies, and market trends. These events provide a platform for clients to interact with industry experts and make informed investment decisions.
• Financial advisory and consultancy offices: PAX has physical offices in strategic locations where clients can meet with financial advisors and consultants. These offices offer a range of services, including portfolio management, risk assessment, and financial planning.

Customer Segments

Patria Investments Limited (PAX) caters to a variety of customer segments, including:

• PAX offers investment opportunities to pension funds, insurance companies, endowments, and other institutional investors looking to diversify their portfolios and achieve attractive risk-adjusted returns.
• PAX's expertise in alternative investments such as private equity, real estate, and infrastructure makes it a valuable partner for institutional investors seeking access to unique opportunities in Latin America.

• PAX provides personalized investment solutions for high-net-worth individuals looking to preserve and grow their wealth over the long term.
• Whether they are seeking exposure to private markets or looking to access specific industries or geographies, PAX offers a range of products and services tailored to the needs of high-net-worth clients.

• PAX works with single-family offices and multi-family offices to create customized investment strategies aligned with their long-term goals and objectives.
• With a focus on generating consistent returns while managing risk, PAX helps family offices navigate complex investment landscapes and unlock value across various asset classes.

• PAX offers corporate clients a range of financial services, including asset management, advisory, and capital raising solutions.
• Whether they are looking to optimize their balance sheet, fund growth initiatives, or enhance shareholder value, PAX provides strategic guidance and support to help corporate clients achieve their business objectives.

Cost Structure

Patria Investments Limited (PAX) operates with a clear and well-structured cost model to ensure efficient operations and sustainable growth. The company's cost structure includes the following key components:

• Operational costs: This includes expenses related to staff salaries, office maintenance, utilities, and other day-to-day operational expenses. Patria Investments Limited prides itself on maintaining a high-quality team of professionals, which can result in higher staff salaries compared to industry standards. Additionally, office maintenance costs are necessary to provide a conducive working environment for employees.
• Marketing and advertising expenses: In order to attract investors and promote its services, Patria Investments Limited incurs costs related to marketing and advertising. This may include online advertising, print media, sponsorship of events, and promotional materials.
• Investment research and analysis costs: As a financial services provider, Patria Investments Limited invests significantly in research and analysis to identify investment opportunities and make informed decisions. This involves costs related to data subscriptions, research tools, and hiring experienced analysts.
• Legal and regulatory compliance expenses: Compliance with legal and regulatory requirements is a top priority for Patria Investments Limited. This includes costs associated with hiring legal advisors, conducting compliance audits, and implementing necessary measures to ensure adherence to laws and regulations.

Revenue Streams

Management fees from assets under management: Patria Investments Limited generates revenue through management fees charged on the assets under its management. These fees are typically calculated as a percentage of the total assets under management and are charged periodically, such as monthly or quarterly.

Performance fees based on investment gains: In addition to management fees, Patria Investments Limited also earns performance fees based on the investment gains achieved by the assets under its management. These fees are typically calculated as a percentage of the profits generated by the investments and are only charged if certain performance benchmarks are met.

Consultancy fees: Patria Investments Limited also generates revenue through consultancy fees by providing advisory services to clients on various aspects of investment management, such as portfolio allocation, risk management, and asset allocation. These fees are typically charged on an hourly basis or as a flat rate for specific services rendered.

Revenue from joint ventures and partnerships: Patria Investments Limited also earns revenue from joint ventures and partnerships with other financial institutions, investment firms, or private equity firms. These partnerships can involve co-investing in specific projects, sharing resources, or collaborating on new investment opportunities, which generate additional revenue streams for the company.

• Management fees
• Performance fees
• Consultancy fees
• Revenue from joint ventures and partnerships