Proactive’s Post

Many investors shy away from leverage because they've been burned themselves or see it as too risky. If used correctly, however, they can belong in your portfolio. 📈 Belong is the UK's newest investment platform bringing diversified, leveraged investing to the masses. Retail investors usually only have access to variable and complicated margin loans from brokerages. Belong's fixed-term Boost Loans could be more suitable for such a long-term strategy. Read more here: https://lnkd.in/eJthwYHp #FinTechNomad #FinTech #WealthTech #Investing #Leverage #Diversification #PersonalFinance #Money

There’s still time to invest into a diverse portfolio of exciting tech-enabled businesses, and their scale journey. Investments made by the 3/4/24 deadline for allotment in the 2023/24 tax year, will receive a 1% initial fee discount, and will be eligible for the 2.5p per share dividend, payable in April. A Dividend Reinvestment Scheme is in place for those that wish to reinvest dividends to buy more shares, and benefit from further income tax relief (subject to having paid enough income tax this year and 60k cap). #vct #venturecapitaltrust #earlystageinvesting #blackfinch #blackfinchinvestments #blackfinchventures #blackfinchgroup

I guess it's not a surprise that #privateequity is turning its attention to #privatecredit when it has to resort to margin loans against its equity investments to return capital to its LP investors. You have to wonder if it is a good time to lever up when the equity markets are at all time highs. #finance #investing #marketinsights

Blackfinch Spring VCT will be paying an interim dividend of 2.5p per share to anyone invested by 5/4/24, with a further final dividend payable later in the year. A 1% initial fee discount is available between now and the cut off date of 3/4/24 for investments to be made this tax year. The portfolio, managed by the same Blackfinch Ventures team that runs our Ventures EIS Portfolios, is growing nicely and 85% of the portfolio companies saw high revenue growth (up to 25%) last year, over the previous year, which was the highest in its peer group. Please get in touch to learn more. 📧 w.readshaw@blackfinch.com ☎️ 07398838091 Capital at risk. #vct #venturecapitaltrust #earlystageinvesting #blackfinch #blackfinchinvestments #blackfinchventures #blackfinchgroup

Thanks to Tokyo FinTech for covering the recent completion of our Series A funding round which includes investments from HPS Investment Partners, LLC and Sumitomo Mitsui Trust Bank, two prominent institutional investors. Thanks Norbert Gehrke for writing this one up. #S64 #PrivateMarkets #Fintech #WealthManagement

Spartan Capital Securities, LLC Announces Successful Closing of Siyata Mobile Inc ’s $4.0 Million Public Offering of Common Shares and Pre-Funded Warrants   We’re excited to share that Spartan Capital Securities, LLC successfully served as the sole placement agent in Siyata Mobile Inc.'s approximately $4 million public offering of common shares and pre-funded warrants. Siyata Mobile Inc , a global leader in Push-to-Talk over Cellular (PoC) handsets and accessories, plans to leverage these funds to drive their growth and innovation in the PoC market.   The offering, priced at $1.70 per share (or $1.69 per pre-funded warrant), marks a pivotal moment for Siyata as they strategically enhance their market presence to meet the rising demand for advanced communication solutions. Proceeds from this offering will be allocated towards working capital, general corporate purposes, and engaging a third-party marketing agency to further amplify Siyata’s reach.   The transaction, which closed on August 15, 2024, underscores Siyata’s unwavering commitment to innovation in communication technologies and reflects Spartan Capital's dedication to supporting high-growth potential companies.   We extend our heartfelt appreciation to Marc Seelenfreund, CEO of Siyata Mobile, and the entire Siyata team for their confidence in Spartan Capital Securities. A special thanks to the legal teams at Sichenzia Ross Ference Carmel LLP, representing Siyata Mobile, and Lucosky Brookman LLP, serving as our counsel, for their vital roles in this successful collaboration.   As the global market for Push-to-Talk over Cellular devices continues to expand, we’re proud to be part of Siyata’s journey towards becoming a dominant force in the industry. This achievement reaffirms our commitment to empowering businesses poised for long-term success.   https://lnkd.in/d7jQr5s8   #PushToTalk #CommunicationSolutions #GlobalExpansion #SiyataMobile #SpartanCapitalSecurities #InvestmentBanking #PublicOffering #Innovation #Nasdaq #SYTA #SYTAW #Partnerships #CapitalMarkets #SuccessStory #Technology #Growth

At MTCM Securitization Architects, we’re exploring how private equity can maximize value through innovative strategies. Imagine this example: Securitizing the TechNova Fund. Here’s how it could work: 🔹 Portfolio: Picture a $2B fund, diversified across 10 high-growth tech companies. 🔹 SPV Formation: We open a compartment inside our Luxembourg SPV to issue Senior, Mezzanine, and Equity tranches, tailored to various investor risk profiles. 🔹 Benefits: Liquidity: Immediate capital to drive new investments. Risk Diversification: Investors gain exposure to a curated portfolio of tech innovators. Enhanced Returns: Predictable income for noteholders, with potential upside for equity holders. Of course, there are challenges like market volatility and credit exposure. But with strategic structuring and robust credit enhancements, securitization could open new doors for growth and liquidity. Curious about how securitization could transform private equity? Let’s connect! 🔗 https://lnkd.in/eHBpFjfV #MTCM #MTCMSecuritizationArchitects #PrivateEquity #Securitization #Innovation #TechInvesting #Finance #SPV #Equity

A total of 185 new funds were added in 2023-24! New funds keep coming in an one question that all investors must be clear about is “how many mutual funds should one invest in”! Our co-founder Binoli Dodhiwala Jain answers this in our new reel ✨ #SIP #Equity #Investments #TheMoneyMart #InvestWisely #SmartInvestments #TimingTheMarket (SIP, Mutual Funds, Equity, Timing the market, SIP investors)

Exploring Holding Company Structures with Closed-Ended Funds in 2024 🚀 2024, I met with 6 VC/PE funds operating with a holding co structure instead of a traditional LP/GP fund providing a different #funding mechanism, levers and offerings, providing a much more flexible model. Here's what sets differentiates them from standard LP/GP : Innovative Structure: Direct ownership in closed-ended funds allows for strategic oversight and #riskdiversification. Instead of #LPs, you have #shareholders and a #shareprice reflecting the #NAV of portfolio. Enhanced #Liquidity: Offers liquidity options beyond standard fund terms and facilitates LP swaps, unlike traditional structures. Shareholders can exit shareholding to incoming investors, or even roll up their existing position. Unlike LP funds, where the term is fixed and investors dependent on GPs for liquidity. Financial Flexibility: Enables capital raising for broader investment activities and financial returns without daily management hassles. #Secondaries Strategy can be independent of shareholders and income stream to hold company Strategic Benefits: Includes risk diversification, #taxefficiencies, and regulatory compliance streamlined across jurisdictions. Investor Appeal: Attracts large investors with a bundling strategy that combines primary shareholding, secondaries, and liquidation events. Despite its appeal, this structure demands careful navigation of its complexity, cost, and regulatory scrutiny. Holding company structures within #closedendfunds in 2024 are challenging norms and setting new standards for investment flexibility and strategic growth. They represent a significant shift towards more dynamic and #investorfriendly frameworks in the investment world to reflect tight capital supply and a more discerning investor. #InvestmentTrends2024 #HoldingCompanyStructure #FinancialInnovation #StrategicInvestment #AssetManagement #VentureCapital #Fundraising #capitalraising #privateequity #privatecredit #investmentstrategy #venturespace #placementagency

Cuscal Limited is aiming to secure a #cornerstoneinvestor as part of its efforts to launch an #IPO before Christmas. The payments infrastructure company recently concluded meetings with #fundmanagers in Asia following discussions with #Australianinvestors. Sources indicate that the company is working to finalise deals with key #investors, though some have not received specific details regarding pricing. The IPO is being marketed as an investment with a solid track record of earnings growth, presenting an annuity-style opportunity. Cuscal currently generates $30 million in annual earnings and there is potential for further market share expansion while maintaining fixed costs, which could result in higher margins. Cuscal provides various #paymentinfrastructureservices to institutional clients, including #banks, #fintech firms and #superannuationfunds. Its offerings encompass #creditcards, #mobilebanking, #BPAY, #ATM services and... More at #Proactive #ProactiveInvestors http://ow.ly/wrwj105LUTQ