Investor profile

Floreat Group

Family office

GBUSINDEOtherFintechB2B SaaSClimateEnterpriseConsumerOther

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Investment thesis

Floreat Group is an independent, privately-held investment office serving institutions and a select group of ultra-high net worth clients. As principal investors, the firm prioritises aligning interests and taking an active role in all investments, deploying capital across public equities, private equity, real estate, aviation finance, and private debt. Through its Principal Investment Fund I, Floreat pursues a high-conviction venture strategy focused on technology companies and platforms with strong products and flexible, attractive business models — particularly in fintech, B2B SaaS, and climate/energy tech — while also managing bespoke private client mandates spanning wealth management, governance, legacy planning, and philanthropy.

Notable quotes

We actively seek technology companies and platforms that have strong products with flexible and attractive business models.

Karim Jallad · uktechnews.info — SalesTrip seed round announcement · 2021-01-14

We continue to believe some of the most compelling growth opportunities remain in the venture capital space, and our high conviction investment philosophy allows us to back these new firms with the capital they need to grow.

Jeff Sinclair · uktech.news — CreditEnable investment announcement · 2019-06-18

In the changing landscape of wealth management, we believe it is key that businesses are global and can deliver the high standard of specialised services that UHNW clients demand.

Mutaz Otaibi · privatebankerinternational.com — Cayman Islands launch · 2023-03-15

Team

Mutaz Otaibi

Group Managing Director and CEO

Other

Jeff Sinclair

Managing Director, Floreat Principal Investing

FintechB2B SaaSClimate

Karim Jallad

Managing Director, Floreat Principal Investing

B2B SaaSEnterprise

Mark Rogers

Managing Director

Other

James Wilcox

Head of Private Offices

Other

Billy Harty

Managing Director Investments, Floreat Cayman

Other

Recent investments

CompanyRoundSizeDate
Standard Gas TechnologiesSeries A$4m2022-04-26
SalesTripSeed$1m2021-01-14
CreditEnableSeed2019-06-18
MUBISeries D$8m2015-01-05
SolasCurePrivate Equity
CloudCycleSeed

Frequent co-investors

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