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Home | Baumgartner Capital | SFO, Venture Capital, Private Equity & Advisory

Kai Baumgartner

“Great ideas grow beyond themselves with excellent teams. We invest in exceptional teams that nurture freedom and human progress through technological innovation.”

HOW WE OPERATE

Trustworthy

We act with integrity, ensuring that partnerships are built on long-term trust and transparency.

Reliable

Our disciplined processes and proven track record make us a dependable partner in every investment step.

Resilient

Our investment strategies are designed to withstand volatility and create sustainable growth.

Confident

We combine data-driven decision making with sound instincts and intuition, enabling us to navigate uncertainty with conviction.

Visionary

We anticipate future trends and identify opportunities early, turning emerging ideas into lasting value.

Fearless

We pursue bold opportunities in frontier technologies and markets where others hesitate—without being reckless.

Smart

We combine sharp analytical rigor with deep operational expertise to maximize value creation.

Fast

Our streamlined decision-making enables us to act swiftly when timing is critical.

Leverage our expertise

ABOUT US

Baumgartner Capital is an independent single family office dedicated to preserving and growing family wealth with a long-term perspective. Founded by Kai Baumgartner, it embodies a commitment to disciplined investing and enduring value creation.

Building on a strong track record in private equity and venture capital, we specialize in early-stage and growth investments, buy-and-build strategies, M&A advisory, and interim management. Guided by entrepreneurial spirit and disciplined governance, we invest in companies with strong teams, a clearly defined USP, and—ideally—an unfair competitive advantage (UCA), creating value across generations.

Our portfolio comprises, among other assets, direct investments and a Real-World-Assets (RWA) AIF focused on (digitalized) physical precious metals. The fund, established for professional investors, aims to achieve vertical integration within a highly fragmented market ecosystem.

What?

We connect founders with complementary team members, capital, and operational excellence. Our investment decisions are made quickly and thoroughly, guided by a proven and disciplined process.

Why?

We are guided by the vision to advance individual freedom through technology. More on our “Why”.

When?

We select our mandates with care, focusing on financial freedom through technologies such as AI, blockchain, DeFi, CeFi, and real-world assets like precious metals, with particular emphasis on the start-up space.

In addition, we actively explore opportunities in quantum computing and its infrastructure, biotech, longevity, functional foods, and sports technology.

How?

Would you like to benefit from our expertise in achieving sustainable success efficiently? Please reach out with a concise three-sentence email that includes a clear subject line and a call to action, ideally creating value for more than one party.

Gold bars and coins as investment products Silver bars and coins as investment products

We shape technological bridges that connect real-world assets (RWA) such as gold and silver, together with traditional fiat structures, through tokenization, stablecoins, and DeFi and CeFi technologies – to enable individual financial freedom. Our goal is to empower you to allocate your liquidity across different asset classes with maximum autonomy, flexibility, security, and full cost transparency – regardless of your preferred gold-silver ratio or individual allocation preferences.

How we add value

VALUE CREATION

Our value-add—your “smart shortcut” to sustainable business success

We support companies and start-ups in achieving growth, transformation, and sustainable value creation – through strategic investments, operational excellence, and board mandates. With more than USD 503 million secured and invested capital, we connect financial resources with entrepreneurial execution.

Capital Raising & Investments

Venture Capital, Private Equity, Business Angel

Board Mandates

Independent Director, Board Member, Advisory Board

Interim Management

Executive Management, CIO, CBDO, CCO, CMO in growth and transformation phases

Industry Focus

DeepTech & AI, Monetary Technologies & Real Assets incl. Precious Metals, HumanTech, WealthTech, Lifestyle & Sports, and Consumer Goods.
How we secure value contributions

WHY WE INVEST AND PARTNER

For Investors & Co-Investors

Preserving wealth. Shaping the future. Living values.

At Baumgartner Capital, wealth means responsibility—toward future generations, innovation, and a free society. We invest in substantial business models and exceptional founders who strengthen freedom and resilience. Beyond capital, we structure, guide, and expand family-office engagements with access to vetted deal flow across Private Equity and Venture Capital.

What sets us apart:

  • A rare combination of family-office perspective, entrepreneurial practice, and institutional discipline
  • Direct access to vetted growth companies and co-investment opportunities
  • Deep operational experience that mitigates risk and maximizes realized returns
  • Trusted, long-term partnerships—not exit-driven, but value-driven

For Startups & Founders

Smart capital meets competence.

We invest in people, not just ideas—complementary teams with clear vision and execution power. Fast decisions, transparent communication, and hands-on support in strategy, go-to-market, and structuring. Our role: active sparring partner and long-term ally—with over two decades of real-world leadership experience in M&A, scaling, and digital transformation.

What founders value:

  • Fast, clear decision-making and transparent communication
  • Strategic, commercial, and structural support and sparring
  • Access to long-term capital and a high-trust network
  • Operational help when it matters
“We are convinced that freedom, entrepreneurship, and technology are the strongest drivers of progress and prosperity.”
Explore our services

OUR SERVICES

The selection and combination of our services can naturally span all three segments—many mandates and partnerships deliberately leverage cross-segment solutions to capture synergies and maximize value.

For Investors & Co-Investors

Preserving wealth. Shaping the future. Living values.

For Founders

Smart capital meets competence.

For Entrepreneurs

A tailor-made strategy meets operational excellence.

Long-Term Wealth Preservation

We manage assets as a Single Family Office with a generational perspective. Our goal is to balance growth opportunities with stability, safeguarding wealth while enabling innovation.

Venture Capital

We invest venture capital in early-stage and growth companies with exceptional teams, a clear unique selling proposition, and an unfair competitive advantage. Beyond funding, we provide strategic guidance to accelerate growth and scale sustainably.

Strategic Fundraising Support

We connect ventures with investors and have raised over more than USD 503 million in capital. We help shape compelling equity stories and guide companies through professional fundraising processes.

Private Equity Buy-and-Build

We structure buy-and-build strategies to consolidate fragmented markets and unlock synergies. Our hands-on involvement ensures both operational excellence and long-term value creation.

Independent Membership in Supervisory Bodies

We serve as independent members of supervisory and advisory bodies, providing objective judgment and governance expertise. Our engagement across supervisory boards, boards of directors, and advisory boards strengthens decision-making and fosters alignment among shareholders and stakeholders.

M&A Advisory

We support companies throughout the full M&A cycle—from sourcing and valuation to negotiation and post-merger integration. With entrepreneurial insight and rigorous execution, we maximize value for both buyers and sellers.

Sector Expertise & Thematic Investing

We focus on high-impact sectors such as AI, blockchain/DeFi, quantum computing, biotech, longevity, functional foods, sports, and physical precious metals in the digital space. Our thematic approach deploys capital where future value is created.

Operational Excellence Consulting

We help founders and management teams optimize processes, build scalable structures, and achieve efficiency gains. Our approach combines proven best practices with entrepreneurial pragmatism.

Interim Management

We provide experienced interim leadership to stabilize organizations and drive transformation in times of transition. We ensure continuity and strengthen the foundation for sustainable growth.
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503
Capital raised (USD M)
14
Industries
28
Measurable Value Creation Projects
16
Operational Engagements

INVESTMENT FOCUS AREAS

VALUE CONTRIBUTION & FOCUS

We operate close to execution across six simplified clusters: DeepTech & AI, Monetary Technologies & Real Assets, HumanTech, WealthTech, Lifestyle & Sports, and Consumer Goods.

DeepTech & AI

AI models & agents, robotics/drones, quantum, big data, cybersecurity & technical SaaS— accelerated commercialization, GTM & scale.

Monetary Technologies & Real Assets

Sound money, blockchain/CeFi/DeFi, RWA tokenization and physical precious metals— infrastructure, custody, pricing/market-making & governance.

HumanTech

Biotech, longevity & functional food—bridging into wearables, performance and scalable prevention models.

WealthTech

Digital wealth platforms (D2C/B2B), custody/compliance, RWA orchestration & automation/CRM to compound long-term value.

Lifestyle & Sports

Industries redefining how people move, live and thrive—from mobility & wellbeing to event/performance ecosystems.

Consumer Goods

Category design, brand architecture, D2C/marketplace GTM & pricing—operationally scaled for profitable, measurable outcomes.

Discuss focus areas

INVESTMENT THESES

DIVERSITY OF THOUGHT

“Great ideas grow beyond themselves with excellent teams. We invest in exceptional teams that nurture freedom and human progress through technological innovation.”

Progress emerges when diverse perspectives meet. We deliberately invest in teams and ecosystems that combine different ways of thinking. True innovation arises from constructive friction, intellectual openness, and the ability to challenge assumptions. This diversity of thought strengthens resilience, enhances decision quality, and creates the foundation for lasting value—both in business and society.

We are convinced that current environmental, social, and governance criteria and the measures derived from them often create negative incentives in free markets and should not serve as an end in themselves. These criteria should not serve as an end in themselves, but rather require validation on a case-by-case basis. Such misallocations can lead to inefficiencies, slower technological progress, and a decline in prosperity—ultimately harming the environment, biodiversity, and people both individually and collectively.

That is why principles of responsible ethics guide our decisions on SFO investments, advisory mandates, and operational engagement—clear, evidence-based, practical, and with a holistic impact assessment.

FREEDOM CREATES VALUE

We back technologies and operating models that expand individual and economic freedom—especially in finance.

TIME HORIZON IS THE EDGE

We decide fast, provide long-term support, so that returns and value-add can accumulate.

EVIDENCE TRUMPS NARRATIVES

We prioritize cash paths, unit economics, and measurable value creation over narratives.

TEAMS OVER THEMES

We promote exceptional, complementary teams with an unfair competitive advantage (UCA). These teams achieve above-average performance in every economic cycle.

DEEP TECH MATTERS

We believe that blockchain, DeFi/CeFi, tokenized real assets, and digital precious metal infrastructures will fundamentally change the way value is stored and transferred.

GOVERNANCE IS LEVERAGE

We are convinced that clear incentives, disciplined processes, and independent oversight reinforce results.

PRAGMATIC SUSTAINABILITY

We avoid misaligned box-ticking and focus on solutions that, guided by responsible ethics, enhance prosperity, resilience, and real-world outcomes.

Discuss our theses

INVESTMENT PROCESS

COMPLEMENTARY TEAMS

For us, factors such as race, color, biological-genetic sex, national origin, age, religion, creed, disability, veteran status, or sexual orientation are irrelevant in a founder’s team composition. What matters are talent and potential, a shared set of values, individual and collective performance, and solution-oriented teamwork of complementary skill sets.

OUR TEAM FOCUS

“Smart investments in smart teams”

INITIAL CONTACT

Entrepreneurs and founders make initial contact with a short email and a pitch deck that introduces their team and business idea.

PITCH DECK

A pitch deck should contain 6 key slides:

  • What is the problem?
  • How do you solve it?
  • What is your unfair advantage?
  • What is your traction / where are you now?
  • What is your ask?
  • Who is on the team?

EVALUATION

Q&A sessions and initial screenings designed to identify the best fit and advance promising candidates through due diligence.

DUE DILIGENCE

Comprehensive assessment of team, product, and business model.

COMMITMENT & SUPPORT

Signing of a Letter of Intent (LOI), term sheet, and investment, followed by hands-on consulting, regular strategic exchange, and optional participation in supervisory, advisory, or board functions to ensure long-term alignment and sustainable growth.

FROM PITCH TO PARTNERSHIP

A strong pitch is just the start. What counts is the team’s ability to unite vision and execution—thinking strategically, acting operationally, and communicating transparently. We seek authentic founders driven by passion, competence, and integrity to create lasting value.

Start the conversation

Elevator pitch

“Independent Single Family Office and investment partner for founders, investors, entrepreneurs, and enterprises driving meaningful progress. We connect capital with entrepreneurial execution — combining strategic investment, operational excellence, and responsible ownership to create enduring value — unlike traditional investors driven by short-term or transactional goals.”

ADDRESS

Munich, NYC, Singapore, Vaduz, Zurich

EMAIL

2025@kaibaumgartner.com

CALL

On appointment