Our
Approach

A Structured, Secure, and Aligned
Investment Architecture

No pre-packaged financial products. No off-the-shelf solutions.

 

Each investment vehicle is custom-built with one clear objective: meeting three core requirements — performance, risk control, and wealth alignment:
• Capital protection
• Sustainable returns
• Legal and operational transparency

 

Our model is built on a proven structuring method: the SPV (Special Purpose Vehicle).

The SPV Model
Project-Based Structuring

Each HEVEA investment is hosted within an independent legal vehicle, created specifically for a given project or portfolio.

This model provides legal clarity, cash flow control, and complete traceability.

 

SPV Benefits:

  • Risk isolation: each SPV is legally segregated from other projects
  • Total transparency: bylaws, shareholder agreements, dedicated bank accounts, individual reporting
  • Tax optimization based on the project’s nature and jurisdiction
  • Direct access to underlying assets: investors know exactly what they own

Our SPVs are registered in line with operational needs — [discover the jurisdictions we work with].

Governance
Contractual Discipline and Alignment of Interests

Governance is a cornerstone of our approach.
Each SPV includes:

  • A clear shareholder agreement or investment contract
  • Contractual profit distribution (dividends, capital gains, exits)
  • Active management by HEVEA Funds or its subsidiaries under a defined mandate
  • Investor rights: exit clauses, veto rights, pre-emption options depending on profile

We prioritize a co-investment model: our leadership invests its own capital into each project, under the same terms as our clients.

This ensures perfect alignment and enhanced managerial discipline.

Capital and
Asset Protection

Capital security is an absolute priority.

 

Our safeguards include:

  • Segregated bank accounts (one per SPV)
  • Insurance coverage on digital assets (hacking, theft, loss)
  • Tangible assets registered under the SPV’s name (real estate, physical gold, mining equipment)
  • Certified partners (crypto custodians, notaries, auditors, private banks)
  • Third-party audits, upon request or on a regular basis

 

Every fund benefits from a secure operational and legal architecture, pre-validated by our legal and financial partners.

Investment Process
In 5 Key Steps

We’ve designed a rigorous onboarding process for private and professional investors:

1. Investor Qualification

Confidential interview, profile analysis, KYC/AML verification

Access granted only to eligible investors

2. Fund or Project Presentation

Delivery of key documents:

  • Pitch deck
  • Term sheet
  • SPV structure overview
  • Project timeline
  1.  

3. Subscription & Structuring

Signature of legal documents

Entry into the SPV or fund’s capital

4. Investment Phase

Capital deployment, project management, continuous reporting

Secure portal access to monitor performance, decisions, and documents

5. Exit / Liquidation

Resale, dividend or capital distribution •
Final report •
Egal and tax support if required •

Control, Reporting
and Transparency

We offer our investors a transparency level equivalent to institutional standards:

  • Quarterly financial reports
  • Access to all legal and accounting documents
  • Regular touchpoints with our team
  • KPI tracking and updates on underlying performance

A secure portal is provided for each investor.

A Model Designed for
Strategic Investors

Our approach is intended for:

  • Entrepreneurs looking to structure their capital intelligently
  • Business leaders seeking diversification beyond public markets
  • Family offices in search of performance, security, and cross-border structuring
  • Qualified private investors aiming to combine returns with risk control

Would you like to assess how our approach fits your wealth strategy?

Contact our team for a confidential and personalized conversation.