Investment Process

Investment Process

A deal-by-deal model, built around alignment.

Our strategy is simple and flexible, with a strong focus on alignment with our trusted co-investors.

Traditional PE funds
  • Require investors to make a blind contractual commitment upfront.
  • Set investment criteria that severely limit flexibility.
  • Invest in multiple companies without giving investors control over decisions.
  • Focus on minimizing downside across a portfolio rather than maximizing each deal.
The Optima approach

One opportunity at a time. Fully structured before it ever reaches a co-investor — with our own capital committed alongside yours.

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Three principles

01

Simple

We focus on a single opportunity at a time. Once we identify a high-potential investment, we commit our own resources to evaluate it in detail, then negotiate and structure the terms. Only after this groundwork do we present a fully-formed, carefully evaluated deal to our co-investors.

02

Flexible

We are not constrained by a particular strategy or investment restrictions. Depending on macroeconomic factors and our sector knowledge, we carefully structure each investment around the market dynamics. Co-investors have complete visibility and choose whether to invest based on their own risk appetite.

03

Aligned

We invest a significant amount in every deal, so we have real skin in the game. We are not compensated by management fees — we only cover our costs once a deal is finalized. We make money when our co-investors make money, on a successful exit.

Why it fits Turkey

Built for a volatile market.

Typical PE funds in Turkey only invest in companies with clear strategic exits, and operate on rigid 5-year deploy / 5-year exit cycles. In an economy that moves through difficult and highly volatile periods — where strategic exits are never easy — this mismatch forces exits at bad valuations in down cycles.

We believe the deal-by-deal model is better aligned with Turkey’s dynamics. One of our strategies is to focus on cash-generating, under-managed companies with great potential that are overlooked because they are not immediately “exitable” — businesses that can generate strong returns through dividends.