FAQ – Frequently Asked Questions

What is Carl?

Carl is a closed platform, that connects small and medium-sized enterprises (SMEs) and their advisors with investors, successors and strategic partners. Carl is neither an advisor itself nor an investment bank.

Who has access to Carl?

Access to Carl is only granted to verified representatives of small and medium-sized enterprises (SMEs) with yearly revenue above €3mn, investors, advisors and corporations. Before access is granted, each application is examined manually in order to maintain the confidentiality and integrity of the platform.

How does the verification process work?

In order to maintain the integrity of our vetting process, please understand that we do not provide detailed information about the verification process.

Who is able to view my data?

Only verified members of Carl have access to your “public” information. Detailed information as well as data on ongoing M&A projects are – according to your preferences – only visible after you approve a contact request of another member.

What are typical use cases of Carl?

Carl connects all relevant parties around the topic of business development, with a specific focus on M&A. Typical use cases are therefore equity financings, strategic partnerships, successions as well as the partial or complete disposal of shares in a company.

Which types of financing, transactions or partnerships do I find on Carl?

Generally, you find investors that provide equity, mezzanine or debt capital to small and medium-sized enterprises (SMEs). Typical transactions are the gradual or complete sale of shares in a company, i.a. in succession scenarios. Moreover, Carl provides a fertile ground for equity financings and strategic partnerships.

Which types of investors do I find on Carl?

Investors on Carl are typically experienced entrepreneurs or former managers, international corporations, small and medium-sized enterprises (SMEs) of all branches of industry and service, industrial holding companies, private equity funds, family offices and asset managers.

How much is a membership on Carl?

For pricing, please contact your personal Carl account executive.

I have further questions about Carl, whom should I contact?

Please feel free to send an email with your questions and contact details to kontaktaufnahme@carlfinance.de.