Whiz Partners Inc.

Leaders Message

Next Decade

Atsushi MatsumuraPresident & CEO, Member of the Board

Whiz Partners celebrated its 10th anniversary in 2020, and now embarks on its second decade of journey. Our initial service offering focused on financing micro-cap public companies with value added services such as business development. We further expanded our strategy to include global-macro hedge fund investments, as well as private equity investments in healthcare.
For a decade, we focused our efforts on nurturing the investment capital of our limited partners, on portfolio investments where we felt conviction in our ability to grow the business for our investees, and continued to innovate novel investment structures to minimize risk exposure for our clients. Our structures now set us apart from our domestic competitors and enabled the development of numerous businesses for our clients.
In addition to our financial structures, we further established an overwhelming advantage over domestic competitors in the health care sector.
As we look to our second decade, we look forward to maximizing capital efficiency and value creation for both our limited partner clients as well as portfolio investment firms.

A Fund that holds dear to imagination

Satoru IinoCOO and Co-CIO, Member of the Board

Since our establishment in 2010, Whiz Partners always held Imagination as a key corporate value. Our ability to imagine the future for ourselves, for our portfolio firms, and for society is the driving force for our investments. Be it as day-dreams, or as delusions of grandeur, we cherish our imagination as fundamental to our value creation and competitive advantage.
While respecting compliance to the highest degree, we strove to stand apart from conventional norms, and built our track record of private equity investments one deal at a time. Each investment represents a crystallized formed of the world we imagined at the time of investment. We believe these crystals converge together to deliver our returns to our clients.
As we enter our new decade, we seek to continue our mission to imagine the future.

An investment company to last a century

Tomoyuki FujisawaCIO and Co-COO, Member of the Board

“Minimize exposure, and maximize investment returns”
“Contribute to wellness in society through investments”
For a decade, we built our healthcare private equity franchise based on these two principles. Our superior insights in the domestic pharma sector enabled us to make holistic investment decisions that factor product, development, financing, and human capital. We are pleased to report our investment activities directly enabled the regulatory approval of 6 new therapeutic products. We believe therapeutic discovery and development will continue to be a fundamental value driver for our investments.
As we consider the next decade, we have high hopes for our portfolio investment, the Axcelead group. As a world-class drug discovery platform service provider, they show strong potential to become a vibrant center for therapeutic discovery for Japan as well as for the world. As the Axcelead ecosystem grows, it has potential to spawn the next generation of innovative investment opportunities as well as deliver novel therapeutics to society. We consider the digital evolution to become a key driver for innovation and pleased to report we are very well positioned to capture such tides through Axcelead as well as through the greater Whiz Partners ecosystem.
By adhering to our two foundational principles, we aspire to build the foundation for an investment company to contribute to society for a century.

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①次の全てに該当すること
(ⅰ)取引の状況その他の事情から合理的に判断して、純資産の合計額が3億円以上と見込まれること。
(ⅱ)取引の状況その他の事情から合理的に判断して、投資性のある金融資産の合計額が3億円以上と見込まれること。
(ⅲ)最初に申出に係る契約の種類に属する契約を締結した日から1年を経過していること。

②次のいずれかに該当し、かつ、①(ⅲ)に該当すること
(ⅰ)取引の状況その他の事情から合理的に判断して、純資産の合計額が5億円以上と見込まれること。
(ⅱ)取引の状況その他の事情から合理的に判断して、投資性のある金融資産の合計額が5億円以上と見込まれること。
(ⅲ)取引の状況その他の事情から合理的に判断して、前年の収入が1億円以上と見込まれること。

③承諾日前1年間における1月当たりの証券・デリバティブに関する取引契約等の平均的な契約の件数が4件以上である場合において、①(ⅰ)又は(ⅱ)に該当し、かつ、①(ⅲ)に該当すること
※既に③の規定の適用を受けて特定投資家となった者は、その後、1月当たりの証券・デリバティブに関する取引契約等の平均的な契約の件数が4件以上である場合に該当しない場合であっても、その知識及び経験に照らして適当であるときは、当該件数が4件以上である場合に該当するものとみなす。

④特定の知識経験を有する者で、次のいずれかに該当し、かつ、①(ⅲ)に該当すること
(ⅰ)取引の状況その他の事情から合理的に判断して、純資産の合計額が1億円以上と見込まれること。
(ⅱ)取引の状況その他の事情から合理的に判断して、投資性のある金融資産の合計額が1億円以上と見込まれること。
(ⅲ)取引の状況その他の事情から合理的に判断して、前年の収入が1千万円以上と見込まれること。

※「特定の知識経験を有する者」は、次のいずれかに該当する者
(ア)金融業に係る業務に従事した期間が通算して1年以上の者
(イ)経済学又は経営学の教員職・研究職にあった期間が通算して1年以上の者
(ウ)証券アナリスト、証券外務員(1種・2種)、1級・2級ファイナンシャル・プランニング技能士又は中小企業診断士のいずれかに該当し、その実務に従事した期間が通算して1年以上の者
(エ)経営コンサルタント業に係る業務に従事した期間が通算して1年以上の者その他の者であって、(ア)~(ウ)の者と同等以上の知識及び経験を有するもの