Targeted Allocation. Disciplined Structure. Active Oversight.
Vertex FinCapital applies a structured approach to private market investments, allocating funds across real estate, private equity, credit, and venture opportunities. Each investment is selected based on rigorous evaluation, focusing on value creation and long-term returns.
Pending private market transactions, unallocated capital is strategically placed in listed securities. This ensures liquidity maintenance while minimizing cash drag, allowing productive deployment even during transitional phases.
A senior investment manager directly oversees interim portfolio positions through a dedicated brokerage account. The focus remains on selecting high-quality equities and bonds, ensuring consistent performance and risk-adjusted returns.
Real
Estate
Investments in pre-completion residential, commercial, or mixed-use projects. Focus on permits, strong sponsors, and clear exit strategies.
Private
Equity
Expansion-stage investments in scalable businesses—payments, proptech, and asset-light real estate platforms.
Private
Credit
Secured lending to mid-market firms. Yield range 8–20% p.a., backed by property, receivables, or guarantees. Includes board rights and oversight.
Venture
Capital
Early-stage exposure in fintech, proptech, and data infrastructure startups. Selective investments with high-growth potential.
Small-Cap
Equities
Opportunistic positions in listed or pre-IPO firms showing undervaluation and near-term catalysts.
Portfolio Rebalancing:
Adjustments occur quarterly or as needed, ensuring no single asset class exceeds 50% of NAV.
Secured lending and senior debt structures minimize downside risk and enhance capital protection.
Investments span multiple sectors and jurisdictions, reducing concentration risk.
Each asset undergoes peer benchmarking and strict valuation controls to ensure pricing discipline.
Quarterly rebalancing ensures adaptability, with no more than 50% of NAV allocated to any single asset class.
Tech innovation, real estate growth corridors, and early-stage fintech opportunities.
Cybersecurity, B2B SaaS platforms, and digital payment solutions.
Proptech, stable private credit markets, and real estate development.
Growth equity investments and pre-IPO venture capital participation.
Hospitality and logistics-linked real estate, plus high-yield credit opportunities.
When private deal flow is pending, available funds are temporarily allocated to liquid equities or bonds. This ensures productivity and prevents idle capital while maintaining a balanced portfolio.
