COAXIS
Investment criteria

What we look for — and how we invest.

The mandate that governs every position we take: where we deploy, at what scale, over what horizon, and the standards a business must meet before we commit.

Mandate

We deploy permanent, long-term capital into a concentrated set of businesses we intend to hold for a decade or more — not a portfolio we plan to exit on a fund's clock.

COAXIS is a holding company, not a fund. We have no fixed fund life, no forced exit timeline, and no pressure to return capital by a certain date. That structure shapes everything below — it lets us be patient where others cannot, and selective where others must deploy.

By the parameters
10+ yrs
Hold horizon
11
Core sectors
1
Unifying thesis
Global
Geographic reach
The mandate in detail
The mandate, in specifics — not a wish list, but the shape of every position we take.
Position
Minority to control — sized to the opportunity, never spread thin for its own sake.
Instruments
Direct equity, primary and secondary — with structured positions where they fit the business.
Ownership
Meaningful stakes that earn a seat at the table and a real say in governance.
Hold period
A decade or more. We underwrite to fundamentals, not the next earnings cycle.
Stage
Growth to established — selectively earlier, where a small position can compound into category ownership.
Geography
Global mandate, anchored in Dubai — wherever the business and the thesis are strongest.
Standards

What we look for

Durable economics

Strong unit economics and real cash generation — a model that compounds, not one that constantly consumes capital to stand still.

Defensible position

A genuine moat — technology, scale, licence, brand, or network — that widens rather than erodes over the hold.

Aligned ownership

Founders and operators whose incentives point the same way as ours — who want a long-term partner, not a quick exit.

Long runway

A market large and durable enough to reward a decade of patience — one we expect to still matter in twenty years.

Boundaries

What we won't do

We don't chase quarterly results. If a thesis needs a decade to play out, a weak quarter isn't a reason to sell.

We don't spread capital thin. Exposure across eleven sectors is deliberate conviction, not a hedge assembled from line items.

We don't run the businesses we back. We bring governance and support, then stay out of the day-to-day that operators understand better than we do.

We don't invest where money is all we'd add. If capital is the only thing we'd contribute, it isn't the right position for us.

Contact

Bring us an opportunity.

If your business fits the mandate above, we'd like to hear from you — for investment, partnership, and corporate enquiries.

info@coaxishub.com
Email is currently our sole point of contact.