Where investors meet yield

We understand that more and more investors are shifting to alternative investments in order to boost returns, generate regular income, and provide diversification from traditional investments.

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The world of finance is complex and intricate.
Get a team who are able to help you navigate any situation.

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550+

individuals and institutional investors

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~30

opportunities are reviewed every year

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68%

of our customers have been recommended by existing customers

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Work process

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We identify opportunities

We source, identify and analyse over 30 investment opportunities each year. After a careful due diligence, we select only 4 to 5 investment opportunities per year – the ones which will provide the best benefits to our clients.

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We offer quarterly updates

We provide a quarterly letter which is sent to a list of qualified investors, so that they can select which opportunity fits their needs and objectives the best.

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We provide financial education

Each investor is entitled to a 30-minute free educational session to teach them about different types of instruments, their benefits, and their limits.

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We arrange the administrative work

Our back-office team will take care of the administrative work in order to facilitate investors’ investment processes.

What kind of investments do we offer?

Alternative assets typically refer to investments that fall outside of the traditional asset classes commonly accessed by most investors, such as stocks, bonds, or cash investments.

Among them

  • Private equity
  • Private credit / private debt
  • Private real estate
  • Passion investment (art, wine, collectibles)
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How do we select opportunities?

Our primary objective when performing a due diligence is to answer four basic questions:

What are the expected investment return characteristics?
Are the investment managers skilled at doing their job?
What is the investment risk profile?
Do we believe the transaction is fair to both parties?
  1. Initial screening

    The initial screening consists of identifying investment opportunities which are aligned with our investors’ expectations and preferences.

  2. Investment analysis

    This means comparing the yield with the market, assessing how this particular investment is better or worse than others and how worthy it is to invest in.

  3. Portfolio intelligence

    We will answer the question of how this investment opportunity can be a fit to investors’ portfolios and what it brings to investors’ asset allocations.

  4. General analysis

    We will confirm basic facts, such as period of existence, organizational and legal forms, legal address, paid-up capital, and so on.

  5. External credit rating

    Credit rating reliability is set by rating agencies, evaluating a variety of factors. When available, we will review the credit rating.

  1. Risk mitigation policy

    We will assess how the investment opportunity is protecting investors’ interests. We will identify factors at risks and how the company is mitigating these risks, and we will assess different scenarios under which the investment may reach
    its objective.

  2. Financial analysis

    We will review the financial analysis performed by auditors.

  3. Legal opinion

    Whenever necessary, we will request a legal opinion from a law firm. A law firm may, for example, examine the structure of the investment and issue a legal opinion that describes whether the transaction is legally structured, and which types
    of investors may purchase it.

  4. Meeting with firm management

    We will organize a face-to-face / online meeting with the firm‘s management.

  5. Periodical monitoring

    We will constantly be monitoring the investment offer through news, reports and market ratios and return expectations. Whenever necessary, rebalancing may be suggested.

How can you invest in fixed income instruments?

Direct Investment

  • Purchased directly by any bank and broker through an ISIN code
  • Minimum investment is 100,000 EUR or 125,000 USD
  • The financial instrument appears on client’s brokerage account on the platform
  • We prepare the instruction, including the contract of the broker for you
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Investment Platform

  • Purchased through an investment platform
  • The money is wired to the platform
  • The financial instrument appears on client’s brokerage account on the platform
  • We prepare all documents needed to be able to open an account through a platform
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Direct Subscription

  • The money is wired to the bank account of the issuer
  • We prepare all the required documents
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Do you want to find yield in a low yield environment?