Investment
Scope
Our transactions are structured exclusively
around liquid, verifiable assets within public markets, including:
Public
equities and block positions
Bonds,
ETFs, and mutual funds
Notes,
warrants, and structured portfolios
Pledge-based
equity structures
Select
blockchain-based financial instruments
All underwriting, documentation, and execution
are conducted internally.
Facility
Characteristics
Loan-to-value, pricing, and tenor are
determined on a transaction-specific basis, reflecting asset quality,
liquidity, and jurisdiction.
Credit
Facilities
Loan-to-Value:
up to approximately 80%, subject to asset profile
Facility
Rates: typically within a 4%–9% annual range
Tenor:
flexible, including long-dated structures up to 120 months
Facilities are designed for capital
planning, not short-term leverage.
Custody
& Execution
We work with established global custodians for
onboarding and asset custody. Where custody is not utilized, escrow
arrangements are provided through leading Swiss and U.S. legal counsel. This
framework enables secure, compliant, and insured execution.
Transaction
Profile
We engage selectively. Each opportunity is
assessed independently, with a focus on structure, asset integrity, and
alignment of interest.
