The country’s first SEC-licensed
crowdfunding platform
Learn more about Investree Philippines, how it started, and what it stands for.
Our Story

The Philippine business landscape is primarily composed of 99.5% micro, small, and medium enterprises (MSMEs) that drive 40% of the country's growth in gross domestic product (GDP) and employ 63% of the local workforce. Despite their crucial role, these businesses often struggle to access essential financial resources. This is where Investree Philippines comes in, which started in 2020 to bridge this gap.

 

With a permanent license from the Securities and Exchange Commission, we became the country’s first crowdfunding platform. Committed to empowering MSMEs, we connect them with investors who believe in their potential and provides them access to their much-needed capital. As of 2023, our platform has supported over 180 businesses and funded more than 800 applications across various industries. Since our inception, we have seen countless success stories of entrepreneurs who have expanded their businesses, created jobs, and ultimately contributed to the growth of our economy.

 

Investree Philippines is not just a financing platform; we are a transformative movement that empowers MSMEs and promotes financial inclusion. As we grow, we remain dedicated to forging new partnerships and innovating financial products to meet evolving business needs. Together, we will unlock the potential of MSMEs and foster a thriving economic landscape.

#EveryoneCanGrow at Investree

Our Mission

We want to create a world where SMEs and investors regardless of size, location, or background, enjoy equal access to opportunities allowing both to thrive and succeed.

Our Vision

We empower SMEs to impact communities by connecting them to investors and supporters through a fair and transparent platform, facilitating, innovative, affordable, and flexible funding solutions.

Our Core Values

Collaboration

Collaboration

We strive to understand the unique needs of our SMEs and investors to provide client-centric support.

Innovation

Innovation

We are constantly developing tools and services to meet the evolving business requirements of our stakeholders.

Integrity

Integrity

We fully commit to ethical standards to ensure trust and reliability in all our business practices.

Agility

Agility

We quickly adapt to changing markets and emerging opportunities in pursuit of excellence to better serve our stakeholders.

How we help SMEs and Investors?

As a crowdfunding platform, we serve as a marketplace, connecting SMEs seeking additional working capital to grow their businesses and investors looking to diversify their portfolios, and administering the overall financing application process.

Our Leadership Team
Kok Chuan Lim
Kok Chuan Lim
Co-Founder & CEO

KC has 21 years of banking experience ranging from capital and treasury market solutions to private financing origination. His most recent position was in FICC sales for Goldman Sachs in Southeast Asia. He is a CFA charterholder and an NTU Singapore graduate. KC is a co-founder of Investree Indonesia and splits his time between Singapore, Philippines, Indonesia, Thailand and Vietnam.

Alexander Capulong
Alexander Capulong
Country Manager

Alex has outstanding experience in building early-stage startups from scratch and scaling late-stage startups internationally. He is an expert in business development, operations design, organizational development, customer service, market research, recruitment, partnerships, and more. With his unwavering expertise, he had built out divisions and set up complicated projects with many external stakeholders.

Chai Obispo
Chai Obispo
Vice President for Sales

Chai has over 20 years of sales experience in the fintech industry. As a seasoned sales professional, Chai knows that the heart and soul of a business lies in maintaining exceptional customer relationships. Chai believes that running a growing start-up requires an emphasis on innovation, employee culture, and stakeholder management.

Sophia Baesa
Sophia Baesa
Vice President for Risk

Pia has worked in risk management for a wide range of financial institutions over the course of her more than 15 years of professional experience. She used to work for the Asian Development Bank, where her primary focus was on end-to-end enterprise risk management. Her commitments included the building and management of risk models.

Mark Macawile
Mark Macawile
Vice President for Operations

Mark has a diverse operational and engineering background, as well as an MS in Innovation and Business from the Asian Institute of Management. Project management, agile work, business process re-engineering, and strategic planning are among his areas of expertise. Mark worked with financial institution conglomerates, focusing on major projects and innovations.

Steve Torrefranca
Steve Torrefranca
Vice President for Product & Technology

Steve is a seasoned tech leader with over two decades of diverse expertise and extensive background in elevating both startups and established enterprises, playing a pivotal role in architecting, implementing, and refining cloud-based solutions. His expertise extends across diverse cloud services, encompassing infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS), reflecting his deep proficiency in optimizing technological landscapes for maximum efficiency and innovation.

Licensed and Supervised By
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SEC Crowdfunding License SEC Company Reg. No. CS20200001028 Crowdfunding Intermediary under SEC MC No. 14
Our Affiliations
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©️ 2023. Investree Philippines, Inc. All Rights Reserved.