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Frequently asked questions

Our team inspires investments that drive the world forward. We remain at your full disposal to answer any question you have.

How does the typical Openstone investment work?

Openstone investment vehicles pool interest in individual alternative funds. Capital calls, capital distributions and fees are all paid through the Openstone investment vehicle. We work with industry-leading partners such as CIC Bank to ensure the process is efficient and secure.

What's the minimum commitment?

The minimum allocation for Openstone feeder funds starts at €1,000 for most funds, depending on the opportunity and fund size. We leverage technology to provide lower minimums than usual, all while respecting requirements and regulations in each juridiction where we operate.

What's the selection process for the funds on Openstone?

We screen the investments on our platform using in-depth due diligence and outside-in analysis. Our method outlines the criteria we look for — including fund managers’ track records, team, investment strategy and terms. While we only focus on top-quartile investments, we cannot guarantee future performance. For a more complete breakdown of our selection criteria, please get in touch.

What is a typical funds that Openstone offers?

We only work with top-tier funds, pre-selected for quality. We typically offer funds focused on delivering the the best risk-return opportunities, with strong past performance and a track record of creating value for investors. The managers we feature on the Openstone platform marry deep industry networks with operational excellence — enabling them to source quality deals and deliver consistent value.

What is investment horizon?

Each opportunity has its own investment horizon, but a typical alternative fund investment has a maturity of 7 to 10 years, while club deals can be as short as 2 years in some instances.

What are the risks of investing in an Openstone fund?

Investments in alternative investment funds, and private equity investments via feeder funds in particular, are speculative and involve a high degree of risk. Investors who can't afford to lose their entire investment should not invest. Prospective investors should carefully consider the risk warnings and disclosures for the respective fund or investment vehicle set out on the platform. The value of an investment may decrease as well as increase and investors may not be able to retrieve their original investment. Past performance does not guarantee future performance. An investment in a fund or investment vehicle is not the same as a deposit with a banking institution. Please look to the respective fund documentation for details about potential risks, charges and expenses. Additionally, investors will typically receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity concerns. In the most sensible investment strategy, alternative assets should only be a part of your overall investment portfolio. Investments in alternative funds are highly illiquid and those investors who cannot hold an investment for the long term (at least 10 years) should not invest.

Which fees will I need to pay when I invest in a fund?

For a detailed overview of our fees, please see the 'Fees' section on the respective fund page.

What is Openstone?

Openstone was developed by leading financial experts who set out to make alternative investments accessible to all. We provide investors and their financial advisors with the best-in-class technology, tools, and education they need to fully take advantage of alternative investments.

How do fund managers use Openstone?

Managers can expand their distribution to the world of retail investors and hence (i) access new sources of capital (ii)  fund-raise with confidence with our end-to-end digital solution that offers real-time sales visibility.

What are the benefits of working with Openstone?

Openstone structures and services feeder funds to bring access and efficiency to the management of smaller-scale investments which is currently largely untapped by alternative assets managers.

How does Openstone work with financial advisors?

Openstone allows advisors to more easily analyze and integrate alternatives investments, which can offer enhanced return and income opportunities to create potentially better outcomes for clients. Too often, clients are unable to get access to private markets opportunities because of the high minimums required. Openstone creates feeders to enable those clients to access alternatives starting with €1'000. This opens the door of alternative real estate investing to millions of additional retail investors.

What kind of products are available on Openstone?

We provide alternative investment opportunities in Private Equity, Private Credit and exclusive Club Deals.

Why are alternative assets important for my clients?

"Alts", as they are often called, provide enhanced return and diversification, compared with traditional public market investments. Private market opportunities have expanded significantly in the past 20 years, driven largely by the trend of companies staying private longer. As a result, investor interest in this market segment has grown dramatically.

How does Openstone help get them access to alternatives?

Thanks to technology that streamlines the experience of investing in alternatives, individuals can now gain access to private market investments that were previously reserved for institutions and other large investors. At Openstone, we offer a curated menu of carefully selected private market investment strategies to eligible investors through their financial advisors.

Why is Openstone focused on Real Estate?

Openstone is exclusively focused on real-estate based investment opportunities. As the largest asset class in the world, real estate remains a favorite amongst investors.  In particular, this period of price adjustments is creating massive opportunites in value creation by identifying discounted assets that can be repositioned for various usage.

Important information
Openstone is a brand of Innovative Finance SAS, a French corporation registered under no 901549766. Innovative Finance is a registered Financial Investment Advisor (CIF) listed with the Organization for the Single Register of Intermediaries in Insurance, Banking and Finance (ORIAS) under number 23002459. You can check this registration on the ORIAS website, https://orias.fr. Innovative Finance is a member of the National Chamber of Wealth Management Advice (CNCGP), an association approved by the Financial Markets Authority (AMF) whose mail address is: 17, Place de la Bourse 75082 Paris cedex 02 and internet address : www.amf-france.org

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.

Alternative investments in private placements are highly illiquid, speculative, and involve a high degree of risk. Past performance is not indicative of future results. Investors may not get back their money originally invested and those who cannot afford to lose their entire investment should not invest. Prior to investing, carefully consider the respective fund documentation for details about potential risks, charges, and expenses. The value of an investment may go down as well as up. An investment in a private equity ("PE") fund or investment vehicle is not the same as a deposit with a banking institution. Investors receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity concerns. Investors who cannot hold an investment for the long term (at least 10 years) should not invest. In the most sensible investment strategy for PE investing, PE should only be part of your overall investment portfolio.