Benefit to Investors
Invest in world class high growth companies
Some of the highest growth companies globally are private companies.
This is a meaningful asset class - there are approx. 400 unicorns globally with $1.2 trillion aggregate valuation.
Typically purchased at discount from recent rounds.
Straight-forward access through Cayman Funds
Top tier service providers
NAV for statment
Smaller minimum investment amount
As low as USD 100,000
Investors can build a more diversified portfolio
Benefit to Private Bank
"Turnkey Solution" to offer private company shares to HNW clients
This can be offered to HNW clients (private company management or investors) to sell their shares (reverse inquiry)
New revenue stream in asset class in high demand from HNW clients
Lotus has an experienced team to work with all private bank stakeholders: management, product team, RMs, compliance, etc.