Valsogard Mini Fund

A defined way to start with a smaller allocation

The Mini Fund is designed for investors who want to experience the Valsogard process without starting with the main Fund’s $100,000 minimum allocation.

It uses the same technology-focused investment approach and carries the same underlying market risk. A lower starting allocation does not make the strategy safer or reduce the possibility of losing capital.

Proposed structure

The withdrawal notice period, payout eligibility, calculation date, processing timeline, and any limitations are defined in the final agreement. A scheduled window is not the same as an on-demand withdrawal promise.

Why the Mini Fund is different

Standardized access

The Mini Fund uses one onboarding flow, one agreement, one communication cadence, and one payout calendar. This keeps the product understandable and prevents small allocations from becoming a collection of bespoke arrangements.

Less day-to-day communication

Investors receive a scheduled quarterly update rather than trade-by-trade commentary or custom portfolio calls. The goal is to provide useful context without requiring the Fund to operate as a personal advisory service for every investor.

Defined liquidity expectations

The initial commitment period gives the strategy room to operate without treating every short-term market movement as a withdrawal event. After that period, investors can use the scheduled withdrawal windows described in the applicable agreement.

Recurring distributions

Investors who want to receive money while their investment remains active may be able to arrange quarterly or annual payouts. The amount and schedule must be agreed in advance and remain subject to the Fund’s liquidity and governing documents.

What stays the same

The Mini Fund is not a separate low-risk strategy. It remains exposed to the same central characteristics that define the main Fund:

• concentrated positions in technology equities;
• active position management;
• selective use of borrowed capital;
• no short positions;
• substantial volatility;
• possible loss of some or all invested capital.

The lower minimum changes access and administration. It does not change the market.

Fees and eligibility

The final fee schedule, investor eligibility, reporting requirements, tax treatment, and legal structure are determined before launch and documented in the applicable agreement. The Mini Fund is intended to use standardized terms rather than individually negotiated discounts or exceptions.

Is the Mini Fund right for you?

The Mini Fund may be appropriate for someone who:

• wants to begin with a smaller allocation than the main Fund minimum;
• can commit capital for the initial commitment period;
• understands that technology-focused investing can be highly volatile;
• does not need daily access to invested capital;
• is comfortable receiving scheduled updates instead of continuous trade commentary.

It is not appropriate for money needed for near-term expenses, emergency reserves, or an investor who expects guaranteed returns or unrestricted withdrawals.

Start a conversation

Register your interest and tell us what you want to understand before making a decision. We can provide the final terms and documents when the Mini Fund structure is ready for onboarding.

Disclosures

This page is for informational purposes only and is not an offer to sell or a solicitation to buy any security. The proposed terms may change before launch. Any investment is subject to the applicable offering and investment documents.

Investing involves risk, including the possible loss of capital. Past performance does not predict future results. Prospective investors should review the full terms and risks with their own professional advisers before investing.