Investors

Being investors ourselves, we understand the challenges of identifying worthy investment opportunities. In response, we have crafted solutions that leverage our expertise and market insights to guide our clients towards successful investment decisions. Our tailored approach ensures that each opportunity is thoroughly assessed and optimized for targeted returns

Private Market
Analysis

Navigating the investment landscape for non-public companies presents unique challenges due to limited access to information. At IMPACT Capital we prioritize establishing personal relationships with founders and their teams to ensure transparent and efficient communication. Moreover, we select investment projects with utmost care, often investing our own capital alongside external investors.
We provide investors with comprehensive end-to-end deal assistance, including initial planning, structuring, documentation preparation, negotiation of investment terms ensuring legal and regulatory compliance, coordinating due diligence, managing the closing process, and offering post-transaction support as needed.
Our team of scouts and analysts reviews 50+ projects each month, conducts in-depth analysis of 10+, presents 2-3 to the investment committee, and ultimately selects only 1 for execution.

Public Market
Analysis

Every financially savvy individual recognizes the importance of having money work for them 24/7. The stock market remains one of the most accessible and classic tools to accomplish this task.
While information in public markets is open and available to a wide audience, conducting thorough analysis and identifying promising investment opportunities can be challenging due to a lack of sufficient time and expertise.

Here is our Solution:

We have developed an artificial intelligence that analyzes information using over 150 data parameters across 50,000 publicly traded stocks from 158 industries and 130 countries every day. This allows us to demonstrate returns that outperform the well-known S&P 500 index.
In addition to our fundamental, in-depth analysis of public equities, our strength also lies in personalized approach to each client.
For instance, if an investor is conservative, we typically advice to create a moderate portfolio without using leverage. We prioritize fundamentally strong companies and keep trading to a minimum, rebalancing the portfolio once per month with an average turnover of 20%. We achieve maximum industry diversification by holding 22 positions, with 2 positions from each sector group based on the Global Industry Classification Standard (GICS).
In cases where the client is willing to take risks for higher returns, the portfolio is adjusted to become more focused and aggressive.
We can even filter stocks according to Sharia principles for Islamic investments.

We conduct an individual online meeting with each client to assess their risk tolerance, desired investment outcomes, and industry/regional preferences

Our in-house developed Al identifies and selects the top public companies in various sectors of the world economy

Experienced analysts with deep expertise in public markets rigorously analyze the companies selected by our Al, filtering out the best candidates for further consideration

The selected companies undergo thorough discussion and evaluationat the investment committee, which include key analysts and decision-makers

The companies approved by the investment committee are included in the client’s portfolio, aligning with the unique risk profile and investment preferences established in the first step

Client Portfolio Examples

+26.8%

The $325k foreign stock portfolio (USA+LATAM+Europe+China) at EXANTE has grown to $423k, or +26.8% over 9 months

+24.84%

The $1M U. S portfolio at Swiss UBS. Over the course of 1.5 years our client achieved a return of +24.84%, or +19% annually

+29.3%

The $300k U. S. portfolio at Freedom Finance has grown to $388k in 1 year, or +29.3%