THE HOLT XCHANGE

We've opened the opportunity for #Canadian Accredited Investors to participate in our inaugural flagship Fund I. Beyond our fund's 30 active portfolio companies that have 5x revenues since our initial investment 🚀, investors gain access to: 🤝 A powerful network of 750 Advisors, and 86 investors, resulting in us directly orchestrating ~200 deals with our ecosystem and portfolio companies. 💰 A unique fund model, where we earn additional assets on management fees, versus a traditional fund model. See post by Founding GP, Jan Christopher Arp, for more details: https://lnkd.in/gGs9XpYC In 2021, we made the strategic decision to open our fund to outside investors, resulting in +65 new investors. A large portion of those investors have been key contributors to our portfolio companies success as investors, executives-in-residences, and network connectors. These active contributions generate assets that goes back into our fund to the benefit of all investors, in addition to the raised funds used to capitalize on portfolio investments with preferential terms, options and warrants.🔥 Now is the best time to consider rebalancing your portfolio considering the 'buy low, sell high' adage. Public markets are in turmoil, and #VC has historically proven to outperform public markets during downturns. Within VC, #Fintech has overcorrected, trading at a 31% discount versus the median of all sectors, yet fintech is projected to grow the fastest in terms of sales, 62% faster than the median of all sectors, and further expected to increase 10x over the next 10 years. Timing precise market changes is an impossible task, but investing when Fintech has likely bottomed with great long-term prospects for upside, while other markets are comparatively overvalued, strongly warrants portfolio rebalancing consideration. Risk capital in Canada is performing at a quarter of it's potential. Thus we are excited to be working with like-minding people at FrontFundr, who's now transacted a quarter billion dollars worth of private investments in #Canada. Our partnership will increase the availability of our offering to Accredited Investors across the country. As private markets inevitably become a mainstream asset class that should be part of any portfolio in combination with public markets, we are proud of our forward stance, allowing a wider investor community to participate in our fund, and associated portfolio companies: owl.co, Acceleron Bank, In Formation, Naoris Protocol, Consilium Crypto, Velox Trading Group, Manzil, Sentro, Asset Direct, ConfirmU, WealthBlock, Deaglo, Mall IQ, Inc., Relativity6, Kapitalwise Inc., LexAlign PBC, FlightClaim, maat.ai, Phaze, 4PAY INC, REITIUM, Nuvlio, MarketsFlow, RequirementONE, SolidBlock, Fidectus, CityFALCON, Talem Health, LLC

Public markets are trading on cyclically adjusted price-earnings (CAPE) ratio double historical averages (ie. currently in the 35-40's range), which historically leads to low or negative returns over the next decade. On the flip side, VC has historically proven to substantially outperform public markets during downturns based on separate research by Harvard Business Review and the University of Miami. History is likely to repeat if any public market recalibration occurs given that VC has already fallen to levels not seen in over 8 years.   One of the most prominent VC markets, fintech, has substantially overcorrected during this period. Specifically, fintech current EV / Sales (NTM) multiple is trading at a 31% discount versus the median sector. That said, fintech is projected to grow the fastest in terms of sales (NTM), 62% faster than the median of all sectors. Furthermore, fintech sales growth is no short term phenomena, as global sales are expected to increase 10x over the next 10 years.   We've seen first hand that our portfolio companies have continued to steadily grow their revenues, such that portfolio revenues have increased 5x since our initial investment. As such, we are continuing to raise capital to invest into our best performing and highest potential for exits portfolio companies in order to maximize returns over the remaining life of our Fund I. For those interested in engaging with us or if you know of someone who would be interested, please check out our materials via our partners at FrontFundr: https://lnkd.in/g2kR2j7Y. Brendan Holt Dunn, Edmond Eldebs, Maggie Dunphy, Sarah Spagnuolo, Barry Friesen, Elisabeth Laett, Jan Christopher Arp, Eric Tung, Ashkan Karbasfrooshan, Nick Bakish, Joseph Bakish, Italo Voso, Joaquim Miro, Ly (Lynn) Nguyen, Jeffery Potvin (JP), Francois Cote, FrontFundr, Luca Manglaviti, Peter-Paul Van Hoeken, Will Tang, Trieste Reading

Huge news. 😎 Massive product launch from our portfolio company Naoris Protocol. The digital future depends on ensuring data comes from a trusted source. After years of R&D in order to build a future proof and trusted network for all devices, Naoris launched 13 days ago, already showcasing: - over 700,000 wallets, - over 3,000,000 transactions, - one of the fastest growing chains in recent years. The Holt XChange was their first investor, pre-revenue and pre-product, because it was truly a beautiful assembly of the world’s most advanced technologies, by some of the smartest people in cybersecurity and centralized systems (David Joao Vieira Carvalho & Monica Oravcova), that promises to make the world a more secure place. Their technology includes: - #PostQuantum cryptography, thus we are prepared for the eventual risks that quantum computing will bring to existing encryption systems. - Universal trust layer, ensuring that all devices from traditional physical infrastructure to #web3 infrastructure (ie. L0 to L3) are in a trusted state. Thank you to all the Holt Advisors that supported their mission along the way. Brendan Holt Dunn, Scott MacAndrew CIM® FCSI®, Elisabeth Laett, Austin Hubbell, Brian Yee, Chris Prues, CPA, CA, Jeffery Potvin (JP), Dr. Sheldon Levy, Eric Zamora, Philip Stewart, Lilia Tira, Görkem Cokcetin, Dean Sutton, Dylan Weening, Sarah Spagnuolo, Gaurav Bansal, Joaquim Miro, Brian Leiberman, Stephane Bousquet, Toufic Adlouni, David Oram, Jan Christopher Arp

Join Brendan Holt Dunn, CEO Holdun Family Office and co-GP of the IntersXion Fund, Kwanza Hall, Former Congressman and Venture Partner, Asante Bradford, Digital Entertainment Liaison, Georgia Department of Economic Development, for a lively discussion on: Unleashing Innovation in Georgia's Sports, Media, and Entertainment with the Holt IntersXion Fund.