Oltre Impact SGR
Oltre Impact SGR is a Milan-based impact investment manager widely regarded as Italy's first impact investing fund, founded in 2006 by Luciano Balbo and Lorenzo Allevi. Through three closed-end funds it backs innovative companies tackling social and environmental challenges aligned with the UN Sustainable Development Goals, tying most of its carried interest to impact KPIs.
Key facts
Recent exits
Coverage notes
3 funds tracked, 29 portfolio companies (24 active · 5 realized). Verified weekly from public filings and deal announcements.
Sector breakdown
29 companiesFunds & portfolio
Every fund Oltre Impact SGR has raised, with its portfolio companies. Hand-checked from public filings.
Oltre IIIImpact2021 · 5yr11 active
Unrealized
11 held| Company | Sector | Geo | Entry |
|---|---|---|---|
| Industrials |  Italy | 2025 | |
| HealthTech |  UK | 2022 | |
| Consumer | Italy | 2022 | |
| Mobility |  France | 2022 | |
| HR Tech | Italy | 2022 | |
| Consumer | Italy | 2022 | |
| HealthTech | Italy | 2022 | |
| Education | Italy | 2025 | |
| E-commerce |  Austria | 2023 | |
| Consumer | Italy | 2025 | |
| Software | Italy | 2022 |
Italy· Entry 2025UK· Entry 2022Italy· Entry 2022France· Entry 2022Italy· Entry 2022Italy· Entry 2022Italy· Entry 2022Italy· Entry 2025Austria· Entry 2023Italy· Entry 2025Italy· Entry 2022Oltre IIImpactHarvesting2016 · 10yr€43M11 active · 4 realized
Unrealized
11 held| Company | Sector | Geo | Entry |
|---|---|---|---|
| Healthcare | Italy | 2020 | |
| LegalTech | Italy | 2019 | |
| HealthTech | Italy | 2018 | |
| EdTech | Italy | 2019 | |
| Consumer | Italy | 2018 | |
| Software | Italy | 2019 | |
| Logistics |  Spain | 2017 | |
| HealthTech | UK | 2018 | |
| Agriculture | Italy | 2016 | |
| AgTech | Slovenia | 2020 | |
| Hospitality | Italy | 2017 |
Italy· Entry 2020Italy· Entry 2019Italy· Entry 2018Italy· Entry 2019Italy· Entry 2018Italy· Entry 2019Spain· Entry 2017UK· Entry 2018Italy· Entry 2016Italy· Entry 2017Realized
4 exits| Company | Sector | Geo | Entry | Exit | Type | Buyer | MOIC |
|---|---|---|---|---|---|---|---|
| Energy | Italy | 2018 | 2020 | Trade Sale | – | ||
| SaaS | France | 2018 | 2024 | Trade Sale | – | ||
| Consumer | Italy | 2018 | 2024 | Trade Sale | – | ||
| Data & Analytics | Italy | 2018 | 2022 | Trade Sale | – |
Oltre IImpactHarvesting2006 · 20yr€8M2 active · 1 realized
Unrealized
2 heldRealized
1 exit| Company | Sector | Geo | Entry | Exit | Type | Buyer | MOIC |
|---|---|---|---|---|---|---|---|
| Healthcare | Italy | 2009 | 2019 | Secondary | – |
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