NAO and Moonfare collaborate for ELTIF push

Collaboration reduces hurdles when investing in private equity

Berlin, December 19, 2024 — Private equity investments are in demand like never before: That is why the two WealthTechs Moonfare and NAO are joining forces to make it easier for retail investors to get started in private equity. Both companies share the vision of making high-quality private market investments more widely available.

The cooperation enables private investors to invest directly in Moonfare's private equity ELTIF from 1,000 euros exclusively via the NAO app.

The private equity ELTIF Access Private Market Opportunities ELTIF SICAV — Moonfare Private Markets Portfolio I (ISIN: LU2913953332) is set up as a fund structure in order to be able to invest in the world's best private equity managers. The fund structure makes it possible to offer a diversified portfolio through various managers, suitable for private investors with generally smaller investment amounts. The strategy combines investments in buyout funds from renowned private equity managers and direct co-investments in companies. The ELTIF will be highly diversified across sectors, regions and managers, with investments expected in around 50 portfolio companies.

“NAO and Moonfare share the vision of reducing hurdles for private and alternative investments. Private investors should have the same opportunities as institutional investors,” explains Robin Binder, CEO and founder of NAO. “The addition of the Moonfare ELTIF perfectly complements our curated product portfolio. With our growing offering, we enable NAO users to build up their wealth sustainably through high-yield, diversified investments. ”

“Our goal is to expand access to private equity so that more investors can benefit from the benefits of private markets. For this purpose, our investment team is developing new products, such as our ELTIF. It combines the entire private equity experience of our 15-person team in one product,” adds Dr. Lorenz Jüngling, Co-CEO & Managing Director of Moonfare. “By partnering with NAO, we can reach even more people with our ELTIF and tap into a new target group to help them build up wealth over the long term. ”

ELTIFs (European Long-Term Investment Funds) are regulated products in private asset classes such as private equity, infrastructure and private debt. This gives private investors access to investments that have so far been mostly open to institutional investors and high-net-worth individuals (HNWI). In practice, however, there are still barriers for consumers when it comes to accessibility and choice. This is exactly where the partnership between Moonfare and NAO comes in.

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About NAO

NAO is a novel co-investment platform — the family office for your pocket. The mission of the NAO founding team led by Robin Binder, Philipp Nowakowski and Amel Hasanovic is to liberalize investments and help people build up wealth over the long term. In the NAO app, investors will find carefully curated private & alternative market products, such as private equity funds, infrastructure funds, hedge funds, volatility strategies and equity bonds. NAO was founded in Berlin in 2022 and received the FinTech Germany Award in 2024. The NAO team works with renowned banks and asset managers such as Baader Bank, Chartered Investments, FERI, UniCredit, UBS and Vontobel.

About Moonfare

Moonfare provides qualified individual investors, family offices and their advisors access to investment opportunities on the private market. With its expertise as an investor in private markets and its wealth management platform, Moonfare enables suitable investors to register and invest directly online via an intuitive and efficient platform. To date, Moonfare has offered more than 110 private market funds from leading global general partners including KKR, Carlyle and EQT, with a focus on private equity buyout, venture capital, growth, and asset classes such as infrastructure. Moonfare also offers its own funds, including highly curated co-investments and secondaries.

Moonfare's investment team carries out a thorough due diligence review of all funds. Less than 5% of available funds go through this process and are accepted on the Moonfare platform. This focus on quality is one of the reasons why Moonfare has won the trust of over 4,500 customers who have invested over 3 billion euros on the platform. Moonfare is headquartered in Berlin and operates in 22 countries in Europe, Asia and America. The company has offices in New York, London, Zurich, Singapore, Paris and Luxembourg.

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For more information, please visit Moonfare and linkedin.

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Risk warning

It is a marketing message. Please read the Access Private Market Opportunities ELTIF SICAV — Moonfare Private Markets Portfolio I prospectus and the PRIIPs core information document (available via the NAO mobile phone application) before making a final investment decision.