Income Notes Tech Portfolio VII

Annualized yield3


24 months

Per the amended marketing rules adopted by the SEC, some investment details can only be shown to certain logged-in members.


Recently funded

Accepting $15,000 - $500,000 investments

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Accepting $15,000 - $500,000 investments


What we like about the offering:

Quarterly coupon payments, downside protection

Improved risk/return profile relative to equities

Transparent selection criteria

Click here to download the education presentation

Slide 1 of 3


Investment period
Diversify risks from public market
  • If a note gets called within the first year, the proceeds may be reinvested into another structured note so an investor's time spent out of the market is reduced.

  • Structured notes can act as an investment opportunity to diversify the risks of investing in public market equities. For example, an investor invests in a stock of company A and a structured note tied to the performance of the underlying stock A which pays a 10% coupon with a 30% downside protection value, and a 12 month maturity. If the price of the underlying stock A decreases by 5% at maturity, the returns of a structured note (assuming the value of the underlying stock remained above the downside protection value for the whole period) tied to the performance of stock A would be 10% (coupon), while the returns of the actual stock would be -5%. In this scenario, if the portfolio consisted of 50% stock and 50% structured notes, the investor would make a 5% profit overall.

    See the addendum to the Private Placement Memorandum which illustrates the outcome if the underlying stock of the structured note falls below the downside protection value at maturity.


Please refer to the Private Placement Memorandum in the Resources section for more details about this offering.

How it works

How do structured notes work?

Cash Flow

How do I get paid?

Note Selection

How are the notes chosen?

Returns & fees

Management fee


Target net yield



Payment schedule




Initial term

2 years

Extension options

One 12-month


Tax document


Offering structure



First year expense


Annual flat expense




Investing in private markets and alternatives, such as this offering, is speculative and involves a risk of loss, and those investors who cannot afford to lose their entire investment should not invest. Returns are not guaranteed.