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Special Purpose Vehicles (SPV's) | Asset Protection | Entity Structuring

Our proxy fund service offers a sophisticated solution for businesses looking to create dedicated investment vehicles designed to mitigate operational risks, generate income, and provide flexible investment opportunities. A proxy fund operates as a special-purpose vehicle (SPV) with the unique purpose of holding and managing assets tailored to specific business goals. It’s particularly useful for companies operating in industries subject to market volatility or cyclical fluctuations, such as construction, agriculture, technology, and energy, where the ability to buffer against losses while leveraging market movements can mean the difference between financial resilience and vulnerability.

Proxy funds allow businesses to establish joint ventures, access market-related insights, and implement hedge strategies that diversify risk exposure and stabilize returns in turbulent market conditions. Here, we'll explore the advantages of proxy funds, their structure, and how they serve as a valuable tool for strategic risk management and income generation.

Why Use Proxy Funds?

At their core, proxy funds are powerful financial instruments designed to manage specific risks while providing opportunities for income. They are versatile and customizable, offering a targeted approach to risk mitigation by using the resources of an SPV to hedge, diversify, and manage operational or market exposure.

Key benefits of using proxy funds include:

  • Risk Diversification and Stabilized Returns: Proxy funds spread exposure across various investments or hedging strategies, allowing businesses to balance risk and stabilize returns even in challenging market conditions.

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  • Flexible and Transparent Management: Unlike traditional investment funds that may require rigid structures or fixed contributions, proxy funds offer flexible terms, allowing businesses to control how assets are managed, when they’re accessed, and how returns are allocated. ​

  • Enhanced Capital Efficiency: Proxy funds provide a strategic way to allocate resources without directly tying up operating capital. ​

  • Access to Joint Ventures and Industry Insights: Proxy funds create opportunities for companies to enter joint ventures with other businesses or investors, sharing risks and pooling resources. 

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  • Dedicated Fund Management and Performance-Based Fees: With dedicated fund management services, companies benefit from expert oversight, ensuring that the proxy fund is aligned with specific business objectives and market conditions. 

Transparency with Proxy Funds

Our proxy fund service prioritizes transparency and performance-based returns. By structuring funds around performance-based fees, we ensure that clients pay only when they see results, aligning our interests with theirs. Regular, detailed reporting keeps clients informed, with clear insights into fund performance, risk exposure, and returns.

The use of proxy funds provides businesses with a powerful blend of financial security, growth potential, and operational flexibility. By working with us, clients benefit from comprehensive risk management expertise, industry-specific insights, and dedicated fund oversight—all of which are crucial in today’s unpredictable market landscape. Whether the goal is to safeguard assets, stabilize revenue, or generate supplementary income, our proxy funds offer a tailored solution that positions businesses to thrive.

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Features
Tier 1
Tier 2
Tier 3
Industy-Specific Market Analysis
✔️
✔️
✔️
Hedge Advisory (Risk Management) Business-Related
✔️
✔️
Customer Relation Management (CRM) Implementation
✔️
✔️
✔️
Entity Setup (Trust, LLC, C-Corp)
✔️
✔️
✔️
Funding Resources
✔️
Remote Exclusive Consultation (Scheduled)
✔️
Live On-Site Applications and Business Advisory
✔️
Startup Cost (3% of Fund Principal))
500k-1M
1M-10M
10M+
Peformance Fee %
70/30
80/20
85/15

Benefits of a Proxy Fund 

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We provide full management and the resources for the special purpose vehicle (SPV). Our quality control and strategic consulting services gives our limited partners full access to the funds operation through customer relationship management tools (CRM).

Our "performance only" fees are low compared to industry standards that charged "mangement fees". We only get paid when the fund is profitable.

Our hedge advisory and trade consulting services are designed to structure your fund as a "hedge" to ensure an additional source of income for your business in any market condition. The sole purpose of the proxy fund is to offset the risk of loss profits of our partnering entities.

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