INVESTMENT PLATFORM
INVESTMENT PLATFORM
BACK-UP FILE
PORTFOLIO ADVISORY
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Drawing upon a global, multi-manager investment platform exclusively focused on real assets, Alfinas Advisers combines an information and sourcing advantage with research and execution expertise to create investment opportunities for our clients.
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Investor Profiles.
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Alfinas Advisers serve a diverse group of qualified investors and of global institutional investors, including public and private pension plans, insurers, sovereign wealth funds, endowments , charities and faith-based ifoundations. We adapt to the unique investment and business needs of each client.
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Access our investment expertise in three ways
We offer alternative investment strategies to structure our clients’ portfolios. Our investment advisors work closely with clients to choose an appropriate allocation to meet their investment objectives. a
FUNDS
Selection of individual funds aligned to clients' needs.
Alfinas Advisers work with your team to design and manage a comprehensive, custom investment program including investment strategy, investment research and selection, and advocacy and oversight.
Managed Solutions
SMAs
Separately managed accounts for customizable solutions.
Advisory Solutions
Alfinas Advisers provide advice and counsel for integration of alternative , niches and real assets in your investment programs, working with your investment team and governance structure to implement effectively.
MODELs
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Diversified model portfolios built with client goals in mind
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Private Label Solutions
Alfinas Advisers provide advice and counsel for integration of alternative , niches and real assets in your investment programs, working with your investment team and governance structure to implement effectively.
ALFINAS ADVISE ALL ASPECTS OF THE CONSTRUCTION PROCESS
Advice on appropriate choice of instrument, structure & terms to deliver fundraising objectives in context of market conditions and likely level of investor demand.
FINANCIAL STRUCTURE
Provide guidance on legal aspects of the offering (offer documents, regulatory compliance, financial promotion restrictions, AML/KYC)
LEGAL AND REGULATORY
Review Club financial model / assumptions; conduct detailed financial and legal due diligence and ensure conformity of promotional materials with documentation
FINANCIAL AND LEGAL DUE DILIGENCE
Drafting of prospectus or other offering document which forms the basis of investment decision (includes description of structure, terms, financials, risk factors etc.)
DOCUMENTATION DRAFTING
Design bespoke investment pages for public and private phases incorporating key terms, hosting of offer documentation, ISA for UK taxpayers and investor FAQs
PLATFORM DESIGN & TESTING
Market sounding & capital raise strategy design (private/public phases); ensure maximum conversion and manage a detailed tracker to monitor investment
CAPITAL RAISE STRATEGY
Investor support including Q&A events, helpline, dedicated email and live chat functionality; Tifosy handles all communications with investors through the term
MULTI-CHANNEL INVESTOR SUPPORT
Develop bespoke marketing strategy and detailed plans including analysis of investor appetite and potential investor benefits
MARKETING & PR STRATEGY AND EXECUTION
Regular analytics reports covering traffic analysis and conversion funnel, marketing effectiveness, investor demographics and location analysis
LIVE ANALYTICS AND OPTIMISATION
Hold funds on behalf of club; record applications and maintain allocation list as part of the offer; facilitate cash interest payments to investors on behalf of the club
ESCROW AND REGISTRAR ACTIVITIES
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