Welcome to the Capital Green, a credit investment fund strategically designed to deliver consistent financial returns in the Portuguese corporate credit market.
This investment is eligible for the Portuguese Golden Visa Program.
With a target size of €25 million, Capital Green focus capital intensive
Portuguese small and medium companies that stand out for good credit worth profile.
Why Capital Green?
Expert Management
Led by a team with decades of experience in corporate finance and fund management.
Strategic Focus
Investments in debt instruments across capital-intensive sectors.
Unique Benefits
Capital Green offers consistent returns within a tax-efficient structure.
Investment Strategy
Opportunity: Retail banks have been over-exposed and are de-risking several segments of the corporate credit which is creating a funding gap. Unique conditions to create a platform to provide alternative finance to the Portuguese small and medium companies.
Origination: Network of contacts with corporate landscape that ensures a constant flow of credit opportunities.
Underwriting: Cross-functional and multidisciplinary team who understands the credit market and has worked through different market cycles
Structure: Deep understanding of the legal and regulatory framework and capabilities to manage complex financial structures
Capital Green Exit Strategy
Capital Green term: Capital Green is a closed-end fund with a term of 10 years. The fund invests in medium-term debt products (2 to 3 years) at fixed interest rates. Towards the end of the life of the fund, the fund manager will adjust the maturity of the loans to the liquidation period of the fund to ensure an orderly winding down of the fund and redemption of the investors.
Secondary Market Transactions: The participation units of Capital Green have an ISIN and are valued on a bi-annual basis allowing investors to trade them on the secondary market.
Key Features of the Fund
- Fund Size: €25M
- Registration number in CMVM: 2215
- Target Sector: Small and medium companies operating in Portugal.
- Target Investments: secured and unsecured debt instruments issued by small and medium companies operating in Portugal.
- Target Return: up to 10%.
- Distribution policy:
- Class A Participation Units: distributing class
- Class B Participation Units: accumulating class
- Class C Participation Units: distributing class
- Class D Participation Units: distributing class
- Participation Units return features:
- Class A Units: 6% fixed return (8% after 2032) – Distributing and ideal for investors seeking consistent income.
- Class B Units: 6% fixed return (8% after 2032) – Accumulating and designed for growth-oriented investors.
- Class C Units: This class of participation units have a residual claim on the assets of Capital Green and bear the running costs of Capital Green.
- Class D Units: 8% fixed return (10% after 2032) – Distributing with limited availability; for investors seeking consistent income.
- Minimum Investment Size: €200,000
- Duration: 10 years
- Tax Rate Regime:
- Residents: 10%
- Non-residents: 0% ensuring tax efficiency.
- Fund Manager: FINPROP Capital
- Depository Bank: Bison Bank
- Regulator: CMVM (Portuguese Securities Market Commission), ensuring compliance and investor protection).
- Auditor: Ernst & Young
- Golden Visa Eligibility: Yes
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