This communication is for informational purposes only and is intended solely for the addressed recipient. It may contain privileged and confidential information.

Not an Offer or Solicitation : This material does not constitute an offer to sell or a solicitation of an offer to buy any security, financial instrument, or investment. Any such offer or solicitation will be made only through a Confidential Private Offering Memorandum in compliance with applicable securities laws.

Qualified Investors Only : Access to investment information is limited to qualified investors who meet one of the following criteria: 1. Accredited investors as defined by the Securities Act of 1933, as amended.

Not Financial Advice : The information provided herein does not constitute financial, legal, tax, or investment advice. Neither Kubera Capital Investments LLC, Kubera Capital Group LLC nor any of their affiliates or any person presenting this information is acting as a Certified Public Accountant (CPA), attorney, financial advisor, broker-dealer, or SEC-registered investment adviser. Always consult with qualified professionals before making financial decisions.

Risk Disclosure : Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Anticipated returns are based on current data and are subject to change.

Information Subject to Change : All information is subject to correction, modification, or withdrawal without notice. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties.

Confidentiality : This information is confidential. Reproduction or distribution without written consent from Kubera Capital Investment LLC is strictly prohibited.

Private Placement Memorandum : For complete information about any investment opportunity, please refer to the applicable Confidential Private Offering Memorandum. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees and expenses.

Not for General Solicitation : This communication does not constitute a general solicitation or general advertising of securities.

Forward-Looking Statements : This material may contain forward-looking statements. Actual results may differ materially from those projected.

Regulatory Status : Kubera Capital Investments LLC, and Kubera Capital Group LLC are not registered as broker-dealers or investment advisers with the Securities and Exchange Commission (SEC) or any state securities regulatory authority.

SEC and Investment Company Act : The SEC has not passed upon the merits of, or given its approval to any securities offered by Kubera Capital, the terms of the offering, or the accuracy or completeness of any offering materials. Any securities offered by Kubera Capital are not subject to the protections of the Investment Company Act.

Tax Considerations : Neither Kubera Capital nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should consult with a tax or legal adviser before making any investment decision.

Restrictions on Transfer : Any securities that are offered by Kubera Capital are subject to legal restrictions on transfer and resale. Investors should not assume they will be able to resell any securities offered by Kubera Capital.

Unintended Recipients : If you are not the intended recipient, any use, dissemination, distribution, or copying of this communication is strictly prohibited. If received in error, please notify arun@kuberacap.com immediately and permanently delete all copies.

Governing Law : This disclaimer shall be governed by and construed in accordance with applicable federal and state securities laws. By accessing or using this information, you acknowledge that you have read, understood, and agree to be bound by the terms of this disclaimer.

SERVICES
Alternative Investments
Asset Acquisition & Management
Wealth Preservation & Creation
Tax Optimization

INVESTMENTS
Real Estate
Startup & Venture Capital
Private Equity
Private Credit
Current Deals

WHO WE SERVE

Family Offices
Institutions
Retail Investors
Non US Residents

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

Email: investors@kuberacap.com

© 2026 Copyrights preserved with Kubera Capital Investments LLC

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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