Moonfare

Professional-grade private equity. Open to more investors than ever before.

Professional-grade private equity. Open to more investors than ever before.

In 2024, Moonfare's Private Markets ELTIF Strategy will offer individual investors a simple, diversified and affordable approach to investing in private equity opportunities from top-tier managers.

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€10k

Minimum investment

12%

Target net annual return

2.0x

Target net multiple

10y

Duration

50+

Target companies

Why invest in Moonfare’s
Private Markets ELTIF Strategy?‍

You'll invest alongside leading fund managers in a large number of successful companies from a portfolio of exclusive private equity funds and exciting co-investments.

Learn more about ELTIFs
Significant upside potential.

Top-tier private equity managers invest in great companies, then make improvements to increase their value. The winning formula behind Airbnb, Hilton Hotels and Dell.

The best risk-adjusted returns.

Private equity has historically achieved superior risk-adjusted returns than more well-known asset classes, such as public equity and fixed income.

Instant diversification.

Our selection of premier funds and direct co-investments creates diversification across company stages, sectors and geographies.

Greater opportunities to invest.

Six times more US private than public companies with $100m+ in revenue.

Publicly traded stocks, ETFs, mutual funds and bonds are only a fraction of investment opportunities. Most institutional investors and the ultra wealthy include private market investments in their portfolios to ‘seek alpha’ or market-beating returns.

Until now, these private market opportunities were only available to those who could invest €5 million or more per fund. Moonfare is now opening up these opportunities to individual investors from just €10k!

Over 87% are still privately owned. Why limit yourself to just public markets?

View chart details

Source: Hamilton Lane Private Market Investing: Staying Private Longer Leads to Opportunity (April 2022) 

Until now, these private market opportunities were only available to those who could invest €5 million or more per fund. Moonfare is now opening up these opportunities to individual investors from just €10k!

Returns and diversification.

Now you get them both.

Diversification across strategies, geographies and industry sectors aims to mitigate risk while uncoupling from public markets smooths the ups and downs. An opportunity tailor-made for our times.

1) The allocation targets are indicative and based on historical/expected portfolio diversification of the target funds.

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1) The allocation targets are indicative and based on historical/expected portfolio diversification of the target funds.

Put our expertise to work for you.

Your gateway to top-tier fund managers.

Magnus Grufman

Former Investor at Apax Partners

Thomas Jetter

Founding Partner at Digital+ Partners
Former Senior Partner at Permira
Former Senior Engagement Manager at McKinsey & Co

Sanjay Gupta

Former Head of Private Equity Investing at UBP

David Lindstrom

Non-Executive Director at Permira
Former Head of MetLife, Global Private Equity and Hedge Fund Portfolio

We take the stress out of private markets investing.

Our dedicated investment team leverages their relationships with over 250 top-tier managers to bring the best funds and direct investments to this groundbreaking portfolio.

Some of the industry’s best minds carefully choose every investment in Moonfare’s Private Markets ELTIF Strategy.

Using our proprietary due-diligence framework, Moonfare’s in-house investment team and committee apply over a  century of combined private equity experience to identify and select only the most attractive opportunities.

Our dedicated investment team leverages their relationships with over 250 top-tier managers to bring the best funds and direct investments to this groundbreaking portfolio.

Moonfare applies our rigorous fund selection process.

We strive to identify funds that are archetypal ‘top-quartile’ performers. This is a key factor behind successful private equity investing.
Moonfare also evaluates each investment against a defined set of ESG criteria.

Funds covered*

Moonfare covers more than 250 fund managers via personal and institutional relationships. We’ve also reviewed 5,000+ funds to date.

5,000+

Sourced

The team sources well over 300 opportunities per year, meaning we have meticulously analysed around 1,809 funds in total.

1,809

Screened

Roughly half of the deals sourced are looked at more closely to determine their fit against Moonfare’s  criteria.

504

Due diligenced

During this phase, our team has full access to the fund or deal data and team. The team presents a full due diligence report to the Investment Committee for consideration.

281

Selected

The  Committee evaluates each proposal based on rigorous standards across all Moonfare’s criteria and makes its final recommendation.

109

*Depicts number of funds as of October 2023 (including co-investments).

How venture capital works.

Venture capital investments support early-stage companies developing a product to fill a specific market need. Startups are not necessarily profitable yet, making them bad candidates for debt financing.

This is where venture capital managers step in. VCs identify and invest early in those businesses with the greatest potential, capturing the highest possible returns in the process.

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Identifying top-performing managers is the key to success.

The difference between top and bottom performers is far more pronounced in private markets than in public ones.
This is why a thorough due diligence process is so important, and where Moonfare truly shines.

Public versus private manager performance dispersion
Based on returns over a 10-year period until 2023

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Source: https://am.jpmorgan.com/us/en/asset-management/ adv/insights/market-insights/guide-to-alternatives/

How private equity actually works.

Private equity is where you invest in companies that are not publicly traded on a stock exchange. This can include investments at various stages of a company’s evolution.
‍
Moonfare’s Private Markets ELTIF Strategy focuses on buyouts (taking majority ownership) and growth investments (to help businesses scale). These are the keystone strategies of private equity, renowned for their superior risk-adjusted returns.

When you invest in Moonfare’s Private Markets ELTIF Strategy, the expert fund managers use your capital to purchase stakes in carefully vetted companies with significant upside potential.

Then, after making material improvements to these companies, they exit via acquisition or IPO. The returns from these exits are then distributed to investors as passive income.

Private equity is where you invest in companies that are not publicly traded on a stock exchange.

Expert fund managers use your capital to acquire stakes in carefully vetted companies with enormous upside potential.

After making improvements to these companies, they exit via acquisition or IPO. The returns are then distributed to investors as passive income.

Figure 1: Investment lifecycle

Learn more about private equity
View chart details

Source: Moonfare

Learn more about private equity

Private equity shaped
Dell’s return to glory.

To illustrate how private equity managers can create value, let’s look at Dell computers. In 2013, PE heavyweight Silver Lake took the iconic, but struggling computer maker Dell private. After overhauling the business, Dell re-emerged as one of the most valued technology companies in the world, delivering a substantial return to Silver Lake investors.

In 2013, PE heavyweight Silver Lake took the iconic, but struggling computer maker Dell private. After overhauling the business, Dell re-emerged as one of the most valued technology companies in the world, delivering a substantial return.

Silver Lake’s bet on Dell paid off massively

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*As of September 2023

Source: Moonfare, Wall Street Journal, Yahoo Finance

Note: As of September 2023, Silver Lake owns 26% of Dell Technologies. Silver Lake has been gradually decreasing its share since public listing of Dell Technologies in 2018.

Unlock your portfolio’s potential with private equity.

Our curated portfolio provides you with unique exposure to a basket of leading global private equity fund managers and co-investments with high upside potential. Find out for yourself how this can complement your existing investments.

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