Dot Investing

At Dot we believe in partnering with specialist investment managers for the long term and have been working with Yoo Capital  since seeing the remarkable work they are doing at the transformation of OlympiaUK into a global super-icon which opens in late Summer 2025. Yoo Capital has also partnered with Cirque du Soleil Entertainment Group  at the Saville Theatre, which will bring that historic music venue back to life alongside a brand new flagship citizenM hotels. They have also partnered with Imperial College London in life sciences to create a new flagship through the delivery of the largest life sciences incubator in the UK at Shepherd's Bush Market. Yoo Capital’s approach centres around working with local communities in great locations in London where they have the vision to create attractive uplift through urban regeneration that has positive social impact. Their next mayor project will be the Camden Film Quarter which is set to transform an industrial area of Camden into a new quarter with state of the art film and creative production facilities, schools in film and television, 50% affordable housing and spaces for visitors and local area businesses in film and television. You can read more about the Camden Film Quarter in this recent article in the Evening Standard: https://lnkd.in/eBxCJbKT #London #RealEstate #Regeneration Kinson Lo Luke Dixon, CFA, CAIA Felipe Massu David Musu' Will Dickens Lloyd Lee Stavros Siokos Christine Tsai Rhett Hendrix

At Dot we seek to offer our clients a best-in-class solution for each asset class within private markets. We believe that Practical Venture Capital’s strategy for VC investing is a one stop solution, combining both fund and direct investments in secondary markets, achieving a shorter-term fund with more resilient downside protection through lower entry valuations. PVC 3, which will have a first close later this year, targets 3X DPI in 7 years by buying into existing funds that are already 5-10 years old. PVC is seeking to raise USD 100m for this third vintage, which will be deployed within 3 years in a mixture of LP and GP fund positions, as well as direct company investments. Investments are mostly made in secondary markets, usually at a significant discount to previous fundraising rounds. We believe that the strategy is especially well suited to deploy capital during periods of valuation downturns in VC, making this third vintage a particularly attractive proposition. Contact your Dot sales representative for further information. Capital at risk. Qualified purchasers only. #venturecapital #investments #privatemarkets Luke Dixon, CFA, CAIA Kinson Lo Felipe Massu Aman Verjee, CFA Dave McClure David Musu' Christine Tsai Stephanie M. Shorter, PhD Karin Tenenboim

Last week provided a stark reminder that public markets can be very volatile. The prices of listed shares respond to human emotions, and none more so than fear. Suggestions that the US economy might be in recession first sent Asian markets plunging, with the Nikkei 225 index falling more than 10% last Monday. The VIX "fear index" of equity volatility spiked from around 20 to more than 65 before settling at 38. Many investors will have responded by selling shares in panic. By the end of the week, however, most developed markets had recovered from Monday's losses. Private market valuations, on the other hand, were unchanged last week. One of the many benefits of private markets is, ironically, that investors cannot quickly sell their investment. The value of a private company (its equity and and its debt) primarily reflects its fundamentals (growth, profitability, balance sheet, management team, etc.) and is naturally stable over short periods of time. Private markets can thereby provide stability and diversity in a broader portfolio of stocks and bonds. The ability to avoid panic selling (and greedy buying) is critical to long-term investment success.

📣 Exciting news! At Dot Investing, we are committed to providing investors with the best tools to access private assets and alternative investment strategies. In line with this commitment, we are excited to announce that we have upgraded the Dot Investing platform to offer an improved user experience with easier navigation and a more intuitive interface. What's new? 👉 Simpler Navigation: Our redesigned interface maintains the familiar look and feel but is now more responsive and intuitive, ensuring seamless and efficient navigation. 👉 Easier Onboarding: We've integrated a new identity verification tool that simplifies the process for new users. 👉 New Investment Opportunities: Explore historic investment opportunities along with three new fund opportunities on the upgraded platform. You can check out our latest developments by registering on the platform and completing the onboarding process, which should take no more than a few minutes. See you there! #AlternativeInvestments #PrivateMarkets #InvestmentPlatform

⏰ Reminder! Our "Meet the Manager" event is starting in just one hour! ⏰ Don't miss this exclusive discussion on private equity secondaries with a senior Investment Partner from a leading PE secondaries manager. 🗓️ Today, July 4, 2024 🕥 10:30 BST Get insights on their strategy, diversified exposure to private assets, and the journey to raising their 9th fund. Learn more and join the webinar here 👇 https://lnkd.in/gFbhWTn4 See you there! #DotWebinar #PrivateMarkets #SecondaryOpportunities Disclaimer: This webinar is available only to qualified investors. Learn more by registering on dotinvesting.com

According to a group of private bank CIOs polled by Citywire, continued concern over valuations in venture capital have them pointing clients in the direction of secondaries. PE and VC secondaries have many virtues, among them portfolio transparency, greater liquidity, and discounted pricing. We are proponents of secondaries and we're proud to partner with leading GPs in PE and VC secondaries. Register on our website to find out more. Kinson Lo, Christine Tsai, Luke Dixon, CFA, CAIA, Felipe Massu, Rhett Hendrix #privatewealth #privateassets #secondaries #familyoffices https://lnkd.in/e82vQwET

🎙 Yesterday, Luke Dixon, CFA, CAIA held a DotCast with Katrina Liao, Investment Partner at Coller Capital, where she shared invaluable insights on private market secondary transactions. 💡 One standout moment was when Katrina summarised the essence of secondary private equity: “Secondary private equity is about creating liquidity in an illiquid market. It provides sector and vintage year diversification, quicker cash returns, and a faster reinvestment pace, making it a vital component of a robust investment portfolio.” Katrina’s 14 years of experience shone through as she discussed the nuances of GP and LP-led deals, emphasising the strategic value of secondary markets for investors seeking early exits and diverse portfolio growth. Here is a sneak peek into the recording where she explains the role of secondary private equity play in portfolios.👇 #dotcast #privatemarkets #secondaryopportunities

📣 We’re excited to invite you to our latest “Meet the Manager” event featuring an exclusive discussion on private equity secondaries on Thursday, July 4, 2024, at 10:30 BST. Join us as we welcome a senior Investment Partner from a market-leading PE secondaries manager, who will be discussing their strategy and how they’ve been providing investors with diversified exposure to private assets across GPs, companies, vintages, strategies, industries, and geographies. Now raising for their 9th fund, this is an opportunity not to be missed! Check out the following link to learn more about the webinar and how to participate 👉 https://lnkd.in/gFbhWTn4 👈 #Webinar #PrivateMarkets #SecondaryOpportunities

The mid-market has seen a marked rise in activity this year, with areas such as life sciences, technology and media being of particular interest for managers looking to build platforms through acquisitions in private markets. Distressed credit is another strategy that’s also seen a rise in activity, with both the underwriting of opportunistic credit and working out deals that have gotten into trouble being engineered in restructurings. These signs of increasing activity in the mid-market provide an encouraging atmosphere for the wider private market investment ecosystem, which has been somewhat stagnant in exits during recent years. An increase in the activity of private market deals should provide investors with further liquidity and the subsequent need to reinvest. #privatemarkets #investments #privateequity Kinson Lo Luke Dixon, CFA, CAIA Felipe Massu Rhett Hendrix David Musu' Christine Tsai

At Dot Investing, we have recently introduced direct and co-investment deals as part of our client offerings. These deals allow investors to invest directly in private companies or projects, bypassing the traditional fund structure. This approach enables investors to leverage the expertise and track record of top investment firms while selecting specific deals that align with their investment goals. It is an ideal solution for accredited investors and family offices seeking to tailor their investments to their unique investment philosophies. Here is a list of advantages offered by Direct Deals: #privatemarkets #directdeals #coinvesting