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Architect Your Investment Portfolio

A Guide to Making Informed, Strategic Choices

As an investor, you’re faced with a wide array of opportunities vying for your capital. From online investment platforms to traditional venture capital funds and curated fund-of-funds solutions, each option brings its own set of promises, challenges, and expectations. At Kubera Capital, we recognize the importance of clarity and informed decision-making when it comes to selecting the right investment path for your goals.

With this in mind, we’ve developed a comparative analysis of the key investment choices available today, along with expert insights to help you understand the distinct characteristics of each. Our aim is to provide you with actionable information that helps you balance short- and medium-term income needs with long-term wealth generation—all while managing risk and maximizing transparency.

Exploring Your Options: A Closer Look

Many investors today turn to online platforms like Microventures, CrowdStreet, or StartEngine for the accessibility and control they offer. These platforms allow you to handpick deals and start with relatively low minimum investments, often around $1,000. However, the trade-off is significant—you’re on your own when it comes to due diligence, and transparency is often limited. Moreover, while these platforms offer broad diversification across multiple deals, the lack of professional oversight means risks are not mitigated effectively.

On the other end of the spectrum are blind pool venture capital funds, which typically cater to high-net-worth individuals and require substantial capital commitments—often upwards of $250,000. In these funds, all investment decisions are made by the fund managers, offering investors little to no choice in deal selection. While internal due diligence is performed, and risks are moderately reduced, investors sacrifice transparency and control for convenience. Returns are generally realized over the long term, with equity multiples being the primary source of profit, and interim cash flow is uncommon.

This is where Kubera Capital’s fund-of-funds model differentiates itself. We believe investors should have access to the best of both worlds—expert-curated investments with full disclosure and the ability to participate in deal selection. With a more accessible minimum investment threshold starting at $25,000, we offer a balanced approach for retail, high-net-worth, and ultra-high-net-worth investors. Our structure provides professional due diligence, broad diversification within the platform, and optimized risk management through oversight and information transparency.

Most importantly, our investors benefit from quarterly cash flows alongside high equity multiples, ensuring a blend of regular income and long-term capital appreciation. This positions Kubera Capital as a uniquely favorable choice for those seeking passive income and sustained wealth creation—not just speculative gains.

Making the Right Choice for Your Portfolio

When deciding how to allocate your investment capital, it’s essential to consider factors such as control, transparency, risk management, return timelines, and accessibility. While online platforms offer freedom, they demand time and expertise. Blind pools remove effort but also leave you in the dark. Kubera Capital delivers a middle path—empowering investors with curated access, oversight, and a clear line of sight into where their money is going and how it’s performing.

We invite you to explore how Kubera Capital can help you craft a portfolio that reflects your financial goals, whether that’s generating cash flow in the near term, compounding wealth over the long term, or both. We’re here to guide you through informed decisions that support a more stable, secure, and prosperous financial future.

Your financial future deserves more than guesswork—it deserves strategy, transparency, and results.

Build the wealth you deserve.

Tap into vetted investment opportunities that suit your financial goals, budget, and start building wealth for generations.

Explore More

Explore all the exciting opportunities and achieve your financial goals with private equity investments.

Discuss In Person

Speak to Kubera Capital today to learn and discuss about investing in a current or future deals.

How It Works

Learn our “Investor First” approach to investing into alternative assets and how it will work for you.

Office: 1657 Cary Reserve Dr, Cary, North Carolina 27519

Cell: +1 919 717 6933

Email: arun@kuberacap.com

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Kubera Capital Investments LLC (“Kubera Capital”) operates a website at https://kuberacap.com (the “Website”). By accessing or using the Website, you accept the Kubera Capital Terms of Use and Privacy Statement.

Important Information/Disclosure/Disclaimer:

This communication is for informational purposes only and is intended solely for the addressed recipient. It does not constitute an offer, solicitation, or financial advice, and is limited to qualified investors. Investing involves risks, including loss of principal, and past performance does not guarantee future results. For full details, please refer to the official disclaimer page.

Capital at risk – The value of your investment can go down as well as up. All securities involve risk and may result in partial or total loss. Past Performance is not a reliable indicator of future performance. Kubera Capital does not provide tax or investment advice and any general information provided is to help you make your own informed decisions. See Key Risks & Disclosures for further information.

Financial Planning and Wealth Management

provided by Trillium Square Advisors LLC

Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.

About Trillium Square Advisors LLC:

  • Independent, fee-based fiduciary advisor serving individuals and businesses
  • Provides financial planning and investment management services
  • Short one-time consultation or ongoing engagements
  • Access to public as well as private market investment ideas
  • Unique investment strategies to minimize market risk - long term or short term investments

Fee schedule:

Service List price Kubera Capital Member discount
Financial Consultation $ 295 per hour 20%
Financial Planning
(1 year subscription)
$ 330 per month 20%
Investment Management 0.59% to 1.19%
of assets under management
20%

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The International Entrepreneurs (TiE), was founded in 1992 in Silicon Valley by a group of successful entrepreneurs, corporate executives, and senior professionals with roots in the Indus region.

TiE Carolinas is a not-for-profit organization with a mission to foster and support entrepreneurship in the Carolinas. We have three objectives: Facilitate networking among members, foster and nurture entrepreneurship and integrate our membership with the mainstream community.

CHARTER MEMBERS

TiE Carolinas Charter Members (CMs) are successful, high-profile entrepreneurs, corporate intrapreneurs and thought leaders, who have reached a stage in their professional life when they are ready, willing and able to contribute to fellow members. CMs are the pillars of the organization and provide critical impetus that allows each Chapter to succeed in its mission to fostering entrepreneurship in its community.

TiE Carolinas’ Charter Membership is offered on a “by-invitation-only” basis in accordance with a due process specified in our Chapter By-Laws that requires two-thirds majority approval of existing CMs. It is restricted to accomplished individuals who demonstrate the ability and willingness to help entrepreneurs in our community.

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