How to Invest with iCapital Ventures

Your Gateway to Strategic Investment & Inclusive Wealth Management

At iCapital Ventures, we offer a structured and secure path to access exclusive investment opportunities through our fully integrated platforms. Whether you are a private investor seeking diversification or an institutional player aiming for strategic exposure, our investment framework ensures you are well-positioned to make informed, high-impact financial decisions.

1. Investor Eligibility

Our ecosystem is designed for:

• Private Investors who have completed our Accreditation & Certification Program in Qualified Investment (QI) & Wealth Management (WM).

• Institutional Investors, including:

  • Investment Funds (VC, PE, Hedge)

  • Development Banks

  • Family Offices

  • Sovereign Wealth Funds

  • Pension Funds

  • Foundations & Endowments

Accredited investors benefit from tailored onboarding, due diligence support, and full access to our primary and secondary markets.

2. Step-by-Step Investment Journey

🔹 Step 1: Become an Accredited Investor

Join our proprietary QI & WM Accreditation Program, a 12-week hybrid training that certifies your knowledge in:

• Investment strategy

• Risk assessment

• Regulatory compliance

• Financial analysis

📜 Upon completion, you will receive a formal accreditation and gain access to our Deal Rooms, Investor Lounges, and Strategic Reports.

🔹 Step 2: Open Your iCapital Ventures Investor Account

Via our secure digital platforms:

• Liorbank – For portfolio diversification, investor profiling, and brokerage access

• Liorcapital – Primary investment marketplace for CAPEX (private equity, tokenized IPOs, real estate, commodities)

• iCapitalior – Secondary market for OPEX-linked securities (revenue-based financing, short-term notes)

Your account includes:

• A compliance onboarding process

• Investment preferences configuration

• Access to qualified deal flow

🔹 Step 3: Select Investment Opportunities

Opportunities are categorized by:

• Sector (Fintech, Agritech, Energy, Real Estate, Web3…)

• Maturity (Seed to Series C / Pre-IPO)

• Geography (Africa, Europe, Asia, Global)

• Risk/Return Profile

Each opportunity includes:

• A comprehensive pitch deck

• Legal & financial documentation

• Due diligence insights by our expert team

🔹 Step 4: Invest Seamlessly

Once your KYC/AML checks are validated:

• Select your preferred deal

• Invest in fiat (EUR, USD) or crypto (USDT, USDC, BTC, ETH)

• Sign agreements digitally

• Track your assets and dividends via Liorcard Titanium

We offer secure smart-contract-based settlement for tokenized securities and structured notes.

🔹 Step 5: Receive Reporting & Dividends

Monitor your portfolio performance and receive:

Our ecosystem ensures full transparency, compliance, and governance oversight at every stage of the investment cycle.

3. Responsible Investing with Impact

Through our CSR & Cultural Responsibility (CCR) Programs, investors may also allocate capital to high-impact opportunities involving:

• Orphanage & widow-support foundations

• Artisan & creative sector cooperatives

• Educational and health-tech initiatives

4. Need Strategic Guidance?

Our certified Wealth Advisors and Investment Bankers provide tailored support through:

• Investment scenario modeling

• Tax & legal structuring

• Family Office services

• Cross-border capital deployment strategies

Schedule your onboarding session at: contact@icapitalventures.io