Investing in the Future

Welcome to
Smart Invest

Smart Invest and its affiliates are a private markets investment manager with USD1.8bn in deployed capital, serving more than 600 investors globally. We combine deep expertise with an entrepreneurial approach to search for investment opportunities where we believe risk is fundamentally mispriced.

SMART INVEST

Secured Notes Programme

Available from Sept 2023

The Opportunity at a Glance

Current Status: Open

Type: Secured Limited Recourse Notes

Investment Goal: Income generation & capital preservation

Target Returns: 10% per annum, distributed quarterly

Focus: US middle market segment

Security: Secured

Redemption Period: Early redemption after Yr 2

Minimum subscription: USD125K

A UNIQUE SECURED DIRECT LENDING STRATEGY FOR INVESTORS SEEKING:

Consistent Income

10% interest per annum, distributed quarterly.

Investment security

Asset-backed lending secured against real assets including: real estate, receivables, equipment, intellectual property, equity pledges and guarantees.

Low Correlation

Focusing primarily on mid-market companies, the correlation to traditional asset classes is minimal.

Decades of experience to support our clients in the growth of their wealth by being diligent stewards of their capital.
We believe in earning our clients’ trust through transparency, innovation and prudent investing.

Our Core Values

We believe that trust and transparency are paramount in our client relationships and as such, they are at the core of our business philosophy. We cultivate relationships with investors and partners based on mutual trust.

We commit to prudent risk-management in all investments. We use modern tools to operate in a safe and sustainable manner.

We strive for excellence in everything we do. We pride ourselves on the level of excellence we insist on in our investment process, customer service, and organizational efficiency.

We believe in providing our clients with innovative products that deliver superior performance and access to forward-looking investments in line with their long-term objectives.

If you’d like more information, get in touch today.