Our Approach
Why Direct Alternative Investment?
High net worth individuals increasingly recognise that traditional public market investments, stocks and bonds, offer limited diversification benefit relative to alternatives such as private credit, private equity, and infrastructure. These asset classes offer higher potential returns, lower correlation to public markets, and exposure to the real economy growth that is particularly compelling in emerging markets. However, access to quality alternative investment opportunities has historically been restricted to the largest institutional investors. Polinvest changes this by offering qualified individual investors entry to the same transaction pipeline that our institutional partners access, at ticket sizes scaled to individual investor capacities.
Our Commitment
Our Suitability Assessment
Not all alternative investments are suitable for all individual investors. Before accepting any individual investor, we conduct a thorough suitability assessment covering investment experience, risk tolerance, liquidity requirements, and investment objectives. This process protects both the investor and the integrity of our transaction processes. We only proceed with investors who meet our minimum qualifying criteria and for whom we are confident the proposed investment type is appropriate. This rigour is not a barrier to access, it is a commitment to responsible investment that our investors appreciate.
How HNWI Investors Participate
Your Routes to Access
Direct Investment
Qualified investors meeting our minimum thresholds can participate directly in individual transactions, private credit deals, equity investments, or co-investment opportunities, alongside our institutional partners. Each opportunity is presented with a full investment memorandum and our internal assessment.
Fund Allocation
Investors preferring diversification across multiple transactions can allocate to one of our fund vehicles. Fund participation provides exposure to a portfolio of investments managed according to a defined mandate, with the benefit of professional portfolio management and diversification.
Co-Investment
Our investor portal provides approved investors with access to co-investment opportunities as they arise. Co-investments allow participants to selectively increase their exposure to specific deals that align with their preferences without committing to a broad fund mandate.
FAQ
Common Questions
What is the minimum investment for HNWI participation?
Minimum investment sizes depend on the transaction type. For direct co-investments, minimums typically start at USD 250,000. For fund participation, minimums range from USD 500,000 to USD 2 million depending on the specific fund. Please contact our investor relations team for current minimums.
Are returns guaranteed?
No. All investments carry risk, including the risk of loss of capital. Our private credit investments offer contracted return streams but are subject to borrower default risk. Our equity and venture capital investments are higher risk and are intended for investors with a long investment horizon and tolerance for illiquidity.
How are investments structured for tax purposes?
The tax treatment of alternative investments varies by investor jurisdiction. We strongly recommend that all investors seek independent tax advice before committing to any investment. We can connect investors with specialists familiar with the relevant jurisdictions.
How do I begin the process?
Submit an investor enquiry through our enquiry page or contact our investor relations team directly. We will schedule an introductory call to understand your objectives and explain the available opportunities in more detail before proceeding with the formal suitability assessment.
HNWI Investment Access
Bringing Institutional Quality to Individual Investors
High net worth individuals face a fundamental challenge in alternative investment: the best opportunities are typically structured for institutional investors with minimum tickets well above what an individual investor can or wants to commit. As a result, many HNWIs end up in retail-facing alternative investment products that are more expensive, less customised, and lower quality than what institutional investors access. Polinvest addresses this gap by offering qualified individuals access to the same transaction pipeline as our institutional partners, at ticket sizes scaled to individual investment capacity.
The key to making this work is selectivity. We are not a platform that aggregates retail capital into institutional transactions, we are a curated investment service for qualified individuals who meet our financial and suitability criteria. By maintaining high standards for who we work with and what we offer them, we preserve the transaction quality and the institutional relationships that make our deal flow valuable. Our individual investor clients are not a second-tier customer base, they are a select group of qualified investors whose capital, relationship, and discretion we value and protect.
Education is an important part of our HNWI investor service. Many high net worth individuals have significant wealth and investment experience but limited specific knowledge of private credit, project finance, or private equity as asset classes. We invest time in helping individual investors understand the characteristics of these asset classes, the risk/return profile, the liquidity constraints, the due diligence process, and the reporting they can expect, before they make any commitment. We would rather spend time educating a potential investor and have them decide not to proceed than rush someone into an investment they do not fully understand.
Your Investment Journey
What to Expect as a Polinvest Investor
Your first interaction with Polinvest begins the moment you submit an investor enquiry. Our investor relations team will review your submission and reach out within three business days to schedule an introductory call. That call is an opportunity for both parties, we want to understand your background, your investment experience, and your objectives, and you want to understand who we are, how we work, and whether our capabilities match your requirements. There is no obligation on either side after this call; we only proceed to onboarding if we believe there is a genuine fit.
The onboarding process includes our KYC and suitability assessment, which we aim to complete within five to ten business days of receiving all required documentation. This process is necessary to comply with applicable regulatory requirements and our own AML/KYC policy, and we appreciate the effort it requires from new clients. We have designed the process to be as efficient as possible, our compliance team is available to answer questions and clarify requirements at any stage, and we accept documentation in a range of formats to reduce the administrative burden on applicants.
Once onboarded, you will receive access to relevant investment opportunities as they arise. We do not bombard investors with deal flow, we share opportunities that match your stated preferences and that we believe are appropriate for your investment profile. This selective approach means you receive fewer, higher-quality introductions rather than a high volume of generic deal summaries. Our investor relations contact is available to discuss any opportunity in more detail before you decide whether to proceed to full due diligence.
Polinvest Capital
Submit Your Project Today
New, existing, and stalled projects are all considered. Our team reviews every submission and responds within five business days.
All projects considered
New, existing, or stalled, we evaluate every submission on merit.
5-day response commitment
Our origination desk responds to every submission within five business days.
$500M– $3.5B available
Active capital across syndicated, project finance, equity, and infrastructure facilities.