Investment Returns

Why DC Invest?

The annualized returns per company result ranged from a loss of 100% to a gain of 430% as of August 30, 2023 (after deducting fees).

What Do the Returns Mean?

Large subsidiaries of IPOs sponsor and establish a limited liability company to hold the securities of a private company. Qualified investors who are familiar with the risks and returns associated with investing in private company securities and can bear the related investment risks, including the risk of losing their investment, can invest in the securities of such an entity. Each of these entities holds equity in only one private company. The vehicle owns the shares of the underlying private company, while the qualified investor holds an interest in the entity. We summarize the risks associated with such investments below under “Risks.”

What is the Basis of This Presentation?

The information presented regarding realized returns, both on a time-weighted and dollar-weighted basis and after deducting fees, is for informational purposes only and is calculated based on exits for companies that have exited.

Focused

We can't do anything else, but we can do this pretty well.

Our focus is on the independent analysis, evaluation, recommendation and brokerage of closed-end investment funds. We carefully examine the providers operating on the market and their promising products in order to give our customers access to a selection of the best closed-end investment funds.

Online Services
3 Years
Financial management
5 Years
Investment
7 Years
Advice
8 Years

Independent Analysis

Thorough research of mutual funds for objective recommendations.

Evaluation of Products

Evaluation of the performance and potential of closed-end investment funds.

Recommendation and Mediation

Professional advice and brokerage for access to top investment funds.

Responsible

Our customers invest with the aim of preserving value and generating continuous returns. We are committed to providing real added value and fully earning our customers’ trust. We see it as our duty to provide our customers with comprehensive information and to serve as a reliable, independent source. We are also available to our customers at all times and support them in every situation.

Market Leader

There is currently no other independent consulting and brokerage company on the market that operates with the same concentration, determination and comparable success. Despite the general industry trend, we have grown strongly in recent years. We currently manage a total investment volume of over 125 million euros. We still see considerable development potential and are also steadily gaining importance in new customer groups.

Our financial services are among the best on the market.