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Summa Equity Portfolio Report 2024

This annual publication is intended to help provide transparency and understanding of the social and environmental impacts of our portfolio, for the benefit of our investors, portfolio companies, and others that might have interest.

Thank you to our portfolio companies, external advisors, friends, and Summates for all your contributions!

Enjoy the read!

Download 2024 report

2024 in brief

January

Pagero exit

Pagero was acquired by Summa Fund I in 2017. Following four successful years of ownership, the company listed on Nasdaq First North, enabling the company to raise additional capital and deliver on its business plan. Since the Summa acquisition, Pagero developed into a global leader within B2B communication company – more than quadrupling revenues through best-in-class product development and significant geographical expansion.

June

Boards with impact events

As we recognize that boards are critical enablers of the mission to build companies that drive positive impact while generating excellent returns, we hosted two boards with impact events in 2024, one in February and one in June. During the June event, the event focused on how boards can support management in navigating unprecedented change and new challenges in a world in transition.

July

Olink exit

Summa first invested in Olink in March of 2019 and subsequently the business listed in March 2021, following strong performance of the company. During Summa’s ownership, Olink developed from being a small niche player with fundamentally good technology to the clear world leader in the field of proteomics. The company has an unparalleled technology, product and market position today.

September

Summa awards

During our Annual Investor Meeting, we celebrated the achievements of our ­portfolio companies. These companies are our heroes, and we were glad to recognize their leadership in three key categories: Impact, for their positive contributions to society; People, for their commitment to their employees; and Financials, for their strong business performance.

September

Session on planetary boundaries

The critical topic of planetary boundaries and the newly developed Earth System Impact (ESI) metrics was a focus during the 2024 annual investor meeting.

Through open data sharing, Summa aims to contribute to collective thinking on how ESI metrics can be used to advance our understanding of planetary boundaries, how various operations affect them and what actions contribute to staying within the boundaries. We believe that by sharing data and collaborating with the scientific community, we can collectively accelerate progress towards a more sustainable future.

2025

Looking ahead

Building on our commitment to impactful investing and generating financial returns, we will prioritize our research into the sub-themes and publish reports on the investable market and opportunities within our four investment themes. We aim to further strengthen our community through Boards with Impact and Impact Community events, facilitating knowledge sharing and collaborative progress among our portfolio companies. Finally, we remain dedicated to capturing the monetized impact across our portfolio through impact accounting.

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Previous Reports

Summa Equity Portfolio Report 2023

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Summa Equity Portfolio Report 2022

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Summa Equity Portfolio Report 2021

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Summa Equity Portfolio Report 2020

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Summa Equity Portfolio Report 2019

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Summa Equity Portfolio Report 2018

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Summa Equity Portfolio Report 2017

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