Products - SMF - Small/Medium Fund

Small/Medium Fund is specifically designed to cater to operator angels seeking to expand their investment portfolios and leverage their exclusive access. SMF is an ideal choice for micro funds or solo capitalists with investment capacities ranging from $1-3 million. This fund size allows for strategic deployment of capital while maintaining agility in investment decision-making.

Streamlined and Digital LP On-boarding: SMF simplifies the process of onboarding Limited Partners (LPs) through streamlined and digital procedures. This efficient approach ensures a seamless and user-friendly experience for investors.

Tax Transparency: SMF offers tax transparency. This provides clarity and visibility on tax implications for investors.

Recommended Deal Size of $1 Million: SMF suggests a minimum deal size of $1 million, enabling substantial investments with a focus on significant opportunities that align with the fund' s investment strategy.

Limited Liability for Limited Partners: SMF provides limited liability protection for limited partners, safeguarding their investments and mitigating risk exposure.

Capital Reporting and Annual Financial/Tax Statements: SMF maintains comprehensive capital reporting practices, including the provision of annual financial and tax statements. This ensures transparency and accountability for all stakeholders.

By embracing SMF, operator angels gain a powerful investment vehicle that empowers them to scale their investments while benefiting from exclusive access. With a focus on flexibility, transparency, and financial prudence, SMF is poised to optimize investment outcomes for discerning investors.