Private investor
People with liquid assets above a few million PLN, most often after selling a business or after many years in a senior role.
The project is at a stage where the product's parameters are not yet settled. The views of investors who come in now are taken into account as we design liquidity, the entry threshold and the scope of reporting.
Entry thresholds for alternative funds in Poland start in the hundreds of thousands of PLN, which rules out retail investors. Below are the four groups the research focuses on.
People with liquid assets above a few million PLN, most often after selling a business or after many years in a senior role.
Structures with a generational horizon that need an investment policy resilient to changes of people and of mood.
Single and multi-family offices, for whom a systematic strategy complements rather than replaces the current allocation.
A party ready to come in first and help shape the fund's parameters in exchange for founding terms.
These are the rules the project intends to apply to capital committed before launch. They are not contractual terms and require confirmation in the fund's documents once the legal structure is chosen.
Liquidity, currency, reporting scope and the entry threshold are designed with the first investors' views taken into account, before any decision on legal structure is made.
Capital committed before launch is intended to carry a lower management fee, held even after assets grow.
Every quantitative strategy has finite capacity. Once it is reached the fund closes to new capital, and the first investors come first.
The full report on market analysis, competition and strategy validation goes to everyone who took part in the research, whatever they decide about investing.
The above describes rules the project intends to adopt. It is not an offer or a commitment. Final terms depend on the legal structure chosen and require separate documents.
Four minutes. Your answers feed the demand analysis and shape the product's parameters.
Once the research closes we send the aggregate results to everyone who left an address.
If you flag interest, we arrange a conversation about fitting the strategy to your situation. No sales deck.
Investment documents appear only after the legal structure is chosen and the strategy is validated. Before that there is nothing to sign.
We think an investor is entitled to the weak points before the strong ones.
It is the only step we ask for today. It requires no capital commitment and no contact details.