Hämeenlinna Regional Fund Management Services

Hämeenlinna Regional Fund Management Services The City of Hämeenlinna and Linnan Kehitys Oy are currently preparing the establishment of a business loan fund named Katalyyttirahasto. The fund will be one of the city's business service instruments, aiming to promote the sustainable growth of companies in Hämeenlinna and attract companies to root and locate in Hämeenlinna. Katalyyttirahasto will combine public and private financing into impact loans to be granted to growth-oriented companies. A pilot was carried out in 2025, based on which the actual fund is intended to be established in 2026.

This tender request is for the management of Katalyyttirahasto. The fund's management must be organized in accordance with the regulations of the Financial Supervisory Authority. The service package to be tendered includes the following tasks:
- Searching for, selecting, and analyzing investments suitable for the investment policy.
- Handling practical measures related to making investments, such as conducting loan negotiations, drafting agreements, and executing capital calls.
- Drafting, managing, and complying with the fund's partnership agreements and investment agreements.
- Managing and accounting for the fund's assets.-Implementing loan decisions, capital calls, and drafting agreements.
- Portfolio management, including managing repayments and collections.
- Monitoring risk levels and investments.-Marketing the fund to potential investors and financing applicants.
- Reporting to the steering group, investors, and authorities.
- Annual financial statements and impact reporting.
- Handling exit-related measures.
- Organizing meetings for the fund's partners and investor council, and drafting minutes.
- Tasks related to the fund's finances and administration, such as accounting, payment transactions, budgeting, financial statements, tax returns, and other notifications to authorities.

In addition, the role of the general partner includes developing target companies and assisting in achieving impact goals in the manner specified in the tender – while also considering the client's role as a provider of business services. The business development dimension of management is linked on one hand to stakeholder work (the manager's readiness and motivation to cooperate with Linnan Kehitys and the investment council) and on the other hand to the manager's own impact bonus (see section "Principles of Payment for Management"). Business development activities are not a prerequisite for bidding, but they will be scored as part of the tender evaluation.

The service provider to be tendered through this request will act as the general partner and investor of the fund to be established. Generally, the manager is expected to be an active partner of the fund's investors and an advocate for the fund's goals. The bidder is responsible for all systems, personnel, and processes related to the provision of the service within the scope of the offered management fee.

A more detailed description of the purpose and operating mechanisms of Katalyyttirahasto can be found in Appendix 4 of the tender request.,

Lot 1: Hämeenlinna Regional Fund Management Services
The City of Hämeenlinna and Linnan Kehitys Oy are currently preparing the establishment of a business loan fund named Katalyyttirahasto. The fund will be one of the city's business service instruments, aiming to promote the sustainable growth of companies in Hämeenlinna and attract companies to root and locate in Hämeenlinna. Katalyyttirahasto will combine public and private financing into impact loans to be granted to growth-oriented companies. A pilot was carried out in 2025, based on which the actual fund is intended to be established in 2026.

This tender request is for the management of Katalyyttirahasto. The fund's management must be organized in accordance with the regulations of the Financial Supervisory Authority. The service package to be tendered includes the following tasks:
- Searching for, selecting, and analyzing investments suitable for the investment policy.
- Handling practical measures related to making investments, such as conducting loan negotiations, drafting agreements, and executing capital calls.
- Drafting, managing, and complying with the fund's partnership agreements and investment agreements.
- Managing and accounting for the fund's assets.-Implementing loan decisions, capital calls, and drafting agreements.
- Portfolio management, including managing repayments and collections.
- Monitoring risk levels and investments.-Marketing the fund to potential investors and financing applicants.
- Reporting to the steering group, investors, and authorities.
- Annual financial statements and impact reporting.
- Handling exit-related measures.
- Organizing meetings for the fund's partners and investor council, and drafting minutes.
- Tasks related to the fund's finances and administration, such as accounting, payment transactions, budgeting, financial statements, tax returns, and other notifications to authorities.

In addition, the role of the general partner includes developing target companies and assisting in achieving impact goals in the manner specified in the tender – while also considering the client's role as a provider of business services. The business development dimension of management is linked on one hand to stakeholder work (the manager's readiness and motivation to cooperate with Linnan Kehitys and the investment council) and on the other hand to the manager's own impact bonus (see section "Principles of Payment for Management"). Business development activities are not a prerequisite for bidding, but they will be scored as part of the tender evaluation.

The service provider to be tendered through this request will act as the general partner and investor of the fund to be established. Generally...