HOW TO FINANCE YOUR VENTURE THE SMART WAY – part 1
This is How to Finance Your Venture The Smart Way, the Swiss Bankable Instrument:
Turning Your Venture into a Tradable Security in 8 Weeks
This is the first of three posts on how Venture Capital Studio structures financing for ambitious projects. Each method is designed for a different stage, a different investor profile, and a different level of ambition. We start with the most powerful.
Most founders raise money the hard way.
They pitch. They wait. They dilute. They repeat.
There is another way — one that private banks, family offices, and institutional investors already understand, already trust, and can book directly into their portfolios.
It is called an Actively Managed Certificate. And under Swiss law, your company can issue one.
What is a Swiss Bankable Instrument?
A Swiss Bankable Instrument is a fully regulated, exchange-listed, ISIN-coded investment certificate — issued under Swiss law, listed on a recognised European exchange, and visible across Bloomberg, Reuters, Euroclear, and Clearstream from day one.
It transforms your venture or investment strategy into a security that private banks can hold in custody, that institutional investors can subscribe to, and that sits alongside any other financial instrument in a client’s portfolio.
This is not a token. Not a private placement memorandum. Not a fund in formation.
It is a live, tradable, bankable security — ready in 8 to 10 weeks.
What is included
— Swiss ISIN code issued via SIX Financial Information — Structuring as an Actively Managed Certificate (AMC) — Exchange listing on Vienna MTF — a cost-efficient, pan-European venue recognised across EU banking networks — Full banking and custody integration: clearing, settlement, and visibility across Bloomberg, Reuters, Euroclear, and Clearstream — Prospectus / KID preparation — EU and Swiss compliant — Custody and Paying Agent infrastructure — ready for subscriptions and redemptions from day one
The result: a plug-and-play securities setup, ready for capital raising from private and institutional investors worldwide.
Placement & Distribution Support
Structuring the instrument is only half the work. Getting it in front of the right investors is the other half. Through our affiliate Swiss Portfolio Management AG, based at Bahnhofstrasse 10, Zurich, we can assist with the placement and distribution of the instrument to qualified investors — including private banks, family offices, and institutional counterparties. This turns your listed security into an actively distributed investment product, not simply a listed one.
The investment
Pre-Study & Validation: CHF 9,000 We assess your structure, strategy, and eligibility. We confirm the instrument can be issued, the listing is achievable, and the documentation is in order. If we proceed, the CHF 9,000 is fully deducted from the setup fee.
Full Setup Fee: CHF 79,000 (one-off) Covers legal structuring, documentation, ISIN application, prospectus preparation, and listing coordination.
Ongoing: 3% per annum on assets under management or instrument volume. Covers custody, paying agent services, listing maintenance, compliance reporting, and banking infrastructure.
No hidden fees. No surprises.
Timeline
Kick-off & Documentation — 2 to 3 weeks Structuring & ISIN Assignment — 2 weeks Listing & Banking Setup — 4 to 6 weeks Go-live: instrument visible on Bloomberg and Reuters, fully tradable.
Total: 8 to 10 weeks.
Who this is for
— A venture or fund manager who wants institutional-grade fundraising without a full fund licence — A family office looking to structure a co-investment vehicle for a specific strategy — A startup or growth company that wants to open its capital to private bank clients — Any operator who needs a bankable, depositable instrument — fast
This structure delivers fund-level distribution capability without the regulatory burden, the waiting time, or the cost of a full fund licence.
Note on the Swiss company requirement
To issue this instrument, a Swiss company is required as the issuing entity. If you do not yet have one, a ready-made Swiss company with a bank account can be arranged for approximately CHF 50,000 to CHF 60,000 — separate from the instrument setup.
The Full Picture — Three Methods, Three Scales
Method 1 — The Swiss Bankable Instrument Exchange-listed, ISIN-coded, Bloomberg-visible AMC. Raises from CHF 1,000,000 upward. Full institutional distribution through Swiss Portfolio Management AG. Setup from CHF 79,000.
Method 2 — The Venture Club Round SRO-supervised, escrow-protected collective financing. Raises up to CHF 1,000,000. Managed by Prosperity Asset Management AG. Tickets from CHF 10,000. 7% success fee.
Method 3 — The Swiss SA Bond Direct company bond issuance. No full prospectus below CHF 8,000,000 and fewer than 500 investors. Minimum information document by FintechLex. Placement by Swiss Portfolio Management AG. Raise up to CHF 8,000,000. Quote on request.
Three methods. Three scales. One framework. Built in Switzerland. Executed by professionals.
Ready to explore whether this instrument is right for your project?
Start with the pre-study. CHF 9,000. Fully deductible if we proceed.
📩 insight@fintechlex.com 🌐 fintechlex.com 📞 +41 787 983 770
Venture Capital Studio · FintechLex Geneva · Hong Kong · London
This post is for informational purposes only and does not constitute legal, financial, or investment advice.
