Allocation levels

Four levels. One framework.

The level determines minimum size, reporting depth and access — not the discipline applied to the capital.

Starter Allocation

$100
minimum

Entry-level allocation. The simplest way to test our discipline with a modest amount.

  • Distribution schedule based on selected model
  • Investor dashboard access
  • Quarterly performance reports
  • Email support
Apply
Most chosen

Strategic Portfolio

$1,000
minimum

Diversified across every platform. The balance point for serious individual investors.

  • Enhanced analytics dashboard
  • Diversified across all platforms
  • Priority support
  • Monthly performance review
Apply

Private Capital

$5,000
minimum

A named account manager and access to selected private business opportunities.

  • Dedicated account manager
  • Private business deal flow
  • Advanced reporting
  • Quarterly strategy call
Apply

Institutional Access

$25,000
minimum

Bespoke structuring and direct consultation for larger capital.

  • Custom investment terms
  • Capital structuring
  • Co-investment in private deals
  • Direct portfolio manager access
Apply
Side by side

Comparing the levels.

LevelMinimum ReportingSupport Withdrawal notice
Starter Allocation$100 QuarterlyEmail3–5 days
Strategic Portfolio$1,000 MonthlyPriority3–5 days
Private Capital$5,000 AdvancedAccount managerUp to 90 days
Institutional Access$25,000 BespokeDirect PMBy agreement
Portfolio calculator

Plan your
financial future.

See how a disciplined approach and the power of compounding can work for you over time.

Illustrative scenarios only. Not a forecast, offer or guarantee of returns.
$
$/ month

Illustrative Portfolio Value
$0
+0%
Total contributed: $0
With reinvestment Without reinvestment
Before you apply

The questions people actually ask.

Ready to start the conversation?

Private access is granted after a short introductory call and standard onboarding checks.

Request Private Access Contact the team