• AltVest Digital Platform Demo

  • 16 Empire Road, Parktown, Johannesburg, South Africa
  • Overview
  • Investment
  • Team
  • Financials
  • Gallery
  • Partners
  • Documents
 

 
 ALTVEST IS:
  • A platform that seeks to democratise alternative investments;
  • A platform that brings bespoke investment opportunities to ordinary people; and
  • A platform that uses trusted media platforms to educate and raise awareness of the investment opportunities.

 ALTVEST PROVIDES:
  • Reliable exposure and information on investment opportunities;
  • Reliable and transparent analysis by independent experts;
  • Cost effective and transparent platforms to trade through; and
  • Fractionalised investment options.

 ALTVEST ASSET CLASSES:
  • Private Equity
  • Crypto / Block chain
  • Property
  • Agri
  • Fintech
  • Luxury AssetS
 

Company Info

 
 

OVERVIEW
In the sometimes-choppy waters of real estate, Pelorus Equity Group provides financing to keep property owners on course for their investment objectives, when traditional providers are unable or unwilling to help.

We are experts in the rapidly growing cannabis build-out sub-sector, where demand for financing capital far outstrips supply, and many traditional lenders are unable to act efficiently, or lend the required amounts necessary to complete tenant improvements.

Through our real estate loans, we are able to provide income to our investors through the Pelorus Fund, our tax-advantaged Real Estate Investment Trust (REIT).

Investment Highlights

 

 
 VALUE INVESTING
An investor with an appreciation that value is created at the point of buying and this should be done significantly below intrinsic value.

 PROTECTION OF CAPITAL
More time is spent upfront understanding the downside risk to each investment and having a substantial margin of safety between intrinsic value and share price. Returns are secondary to protection of permanent capital.

 UNDERVALUED BUSINESS
AltVest invests in strong businesses that are undervalued, rather than targeting turnarounds. The business should function efficiently without AltVest intervention.

 ATTRACTIVE BUSINESS MODEL
AltVest’s definition of an attractive business model includes factors such as strong brands, pricing power in the
chosen market usually through unique competitive advantages, an ability to improve operating margins, strong management teams, healthy balance sheet and strong cash flows.

 PARTNERSHIP
Control is not critical for the Altvest business model. We prefer partnership at a discount to control at a premium.

 ALIGNMENT OF STAKEHOLDER INTEREST
Alignment of interests with investors, shareholders and management. Altvest founders and staff are significant investors in their own business, which provides a stable pool of permanent capital to match the investment horizon of investee.

 OPERATING MODEL
Our hands on involvement in portfolio companies aims to deploy the best of private equity principles in the listed space
 
SHAREHOLDER ENGAGEMENT
  • Foster collaborative relationships with key shareholders
  • Align shareholders, Board and management towards common goal
  • Leverage relationships with major shareholders to fast track decision making
  • Keep major shareholders appraised of key business developments
EXECUTIVE MANAGEMENT
SUPPORT
  • Talk to CEO/ CFO 2 3 times a month
  • Meet with CEO & Chairman at least once a month
  • Assist with strategy formulation
  • Leverage extensive network to identify and help recruit key management personnel, conduct interviews, structure and negotiate remuneration packages
  • Partner with best in class industry leaders to drive value unlock strategy
PERFORMANCE MANAGEMENT AND CAPITAL ALLOCATION
  • Detailed analysis of monthly management accounts
  • Assist with negotiation of debt refinancing / restructuring
  • Enforce capital allocation discipline
  • Oversee and assist execution ofM&A and bolt on acquisitions (where appropriate)
CORPORATE GOVERNANCE
  • Manage the dynamics & composition of the Board of Directors
  • Chair the Investment Committee and Remuneration Committee
  • Evaluation of Board effectiveness
  • Advise on investor relations and corporate communications strategy
  • Integrate and improve ESG matters
SHAREHOLDER ENGAGEMENT
  • Foster collaborative relationships with key shareholders
  • Align shareholders, Board and management towards common goal
  • Leverage relationships with major shareholders to fast track decision making
  • Keep major shareholders appraised of key business developments
EXECUTIVE MANAGEMENT
SUPPORT
  • Talk to CEO/ CFO 2 3 times a month
  • Meet with CEO & Chairman at least once a month
  • Assist with strategy formulation
  • Leverage extensive network to identify and help recruit key management personnel, conduct interviews, structure and negotiate remuneration packages
  • Partner with best in class industry leaders to drive value unlock strategy
PERFORMANCE MANAGEMENT AND CAPITAL ALLOCATION
  • Detailed analysis of monthly management accounts
  • Assist with negotiation of debt refinancing / restructuring
  • Enforce capital allocation discipline
  • Oversee and assist execution ofM&A and bolt on acquisitions (where appropriate)
CORPORATE GOVERNANCE
  • Manage the dynamics & composition of the Board of Directors
  • Chair the Investment Committee and Remuneration Committee
  • Evaluation of Board effectiveness
  • Advise on investor relations and corporate communications strategy
  • Integrate and improve ESG matters

 VALUE UNLOCK STRATEGIES
Through collaboration and private engagement:
  • Assistance with strategy formulation and implementation
  • Remuneration policies – align with shareholder value creation
  • Capital allocation policies – bolt-on acquisitions, disposals, share buybacks, dividend policy
  • Attraction of top talent to boards and executive management of investee companies
  • Managing board relationships and dynamics
  • Management selection and succession planning, including transformation
  • Financial planning and analysis



 
CAPITAL STACK

Total

 
 

 PARTNERS


 ARENA HOLDINGS


 BIZ NEWS


 BANKERX

Documents

Project Title Document Title Action
AltVest Digital Platform Demo Demo Subscription Download

Investment Location

Perks

Frequently Asked Questions (FAQ)

Discussion

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Terms

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Invest Summary

  • Deal Type: Warrants
  • Sponsor: Realty Mogul
  • Hold Period: 2 YR.
  • Investor Yield: 15%
  • Funding Goal:$20,000,000
  • Investment Type: FinTech
  • Min. Investment: $10,000
  • AltVest Presentation

Documents

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