Advanced Reporting

“They make it very simple to get a global view of my assets at a glance.”

Client

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You can always count on your accounts with different banks and investment providers to be carefully managed by our team – establishing a global view of your assets, risks and potential returns.

In addition to simplifying and administering all relevant paperwork, we provide you with secure online access to our client platform via your desktop or mobile device. There you can view a personalized, detailed and consolidated report of all your liquid and non-liquid assets, conveniently in one place.

“Their reporting gives me clarity to assess my risks.”
Client

In November 2017, we obtained access to an investment in Dropbox for our clients, only four months ahead of the IPO. The stock opened in the public exchange at +35% from our entry price.

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After two years of portfolio construction, we had our first exit in early 2017 with the MuleSoft IPO. This was a position we had held for 7 months. Our investors received their shares a few months later after the fund was redeemed, and enjoyed a three-time performance increase when Salesforce acquired the company at $45 a share, in May 2018.

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In late 2015, we invested in DocuSign. The company went IPO in April 2018 and the stock opened at +90% from our entry price. We are also strong proponents of this technology and implemented it in our processes, with e-signature required on most documentation.

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We have been investors in Lyft since 2015 and participated in several funding rounds from a first valuation of $3.7 billion. In June 2018, the company raised $600 million from Fidelity at a valuation of $15 billion. They came IPO in March 2019 at a valuation of $24 billion.

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In May 2018, we partnered with a recognized venture capital firm to structure an investment into HMD (Nokia) for our clients to invest alongside tier one investors including Foxconn. Since this round was reserved for “partners,” we benefited from a very attractive pre-money valuation.

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In mid-2017, we invested into TransferWise, the fintech company disrupting money transfers. Since then, the company has maintained a growth rate of 70% YoY. Recently it announced a deal with a major European bank to offer inexpensive currency transfers to its clientele.

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