Everything you need to know about QSBS

Access alternative investments on Compound

2 MIN READ08 NOV 2022

Think of a family office as your personal finance department. The name is descriptive—with a family office, you can run your life like you do your company, with competent individuals managing accounting, risk planning, cash, etc.

Compound is the family office for tech founders, employees, and investors.

One responsibility of the family office is Asset Management. This involves sourcing, evaluating, and trading investments that grow according to your preferences and goals.

Professional asset managers (family offices, endowments, etc.) invest very differently from typical retail investors. They concentrate nearly 50% of their portfolio in what are called “alternative investments” like private real estate, credit, hedge funds, and venture capital. These private opportunities can help you preserve capital, generate income, and build long-term wealth.

Compound gives you access to do the same: qualified clients [0] can invest in curated venture capital, real estate, private credit, and private equity funds. We automate the administration (e.g. capital calls, K-1 management), negotiate fees, and lower minimums so you save time and money.

We do not have some black-box, blockchain-powered investment algorithm. Instead, our human-team underwrites deals by interviewing fund managers and assessing their strategies. We end up saying no to 95% of deals.

We curate our recommendations and pair them with detailed memos to review with your Compound Advisor.

And because Compound Alternative Investing deeply integrates with Compound, we can now help you manage both your public and private investments in one place. No more logging into different systems or merging data in excel to view your net worth or file your taxes or rebalance your portfolios—do all your finances with Compound.

Compound Team

[0] Some opportunities are currently only available to accredited investors and/or qualified purchasers. Your Compound Advisor will help you figure out if you are eligible to invest.

Investment advisory services are provided by Compound Advisers, Inc. (“Compound Advisers”), an SEC-registered investment adviser (CRD# 306341/SEC#: 801-122303). Registration as an investment adviser does not imply any level of skill or training. The information contained in this communication is provided by Compound for general informational purposes and should not be considered as financial or tax advice, or an offer to sell securities to you. All investing involves risk, including the possible loss of any or all of the money invested, and past performance never guarantees future results. Please see Compound Advisers' Form CRS here, and ADV Part 2A Brochure here

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