Frequently Asked
The Nest connects investors and fund managers seamlessly, offering personalized dashboards and tailored fund opportunities. Discover how our platform simplifies your investment journey today.
I. Purpose, Positioning & Principles
The Nest is a sanctuary for serious capital: a verification-first, privacy-preserving environment where professional fund managers and sophisticated investors meet on purpose. It replaces the noise of cold outreach with the quiet confidence of consent. Every introduction is documented, every engagement traceable, every participant verified. In a world where distribution often masquerades as discovery, The Nest restores the lost art of trust.
II. Participation & Onboarding
It is a meticulous but human process. Corporate documentation, identity verification of key persons, licensing evidence, sanctions screening, and a portfolio of artefacts—fact sheets, track records, governance statements, and risk protocols—are all reviewed. This ensures that when investors arrive, the profile they see is not marketing copy but a mirror of reality.
III. Matching, Profiles & Content
The Nest’s language models interpret both structured inputs (asset class, risk, liquidity, geography, cheque band) and unstructured narrative (tone, intent, edge). They propose introductions; they never force them. Matching is therefore suggestive, not deterministic—technology as curator, not broker.
IV. The Reveal Experience
Identity is unveiled, intent is documented, and a compliant communication channel opens. Both parties receive confirmation with time stamp and legal metadata. It is the digital equivalent of shaking hands across a clear desk.
V. Commercial Models & Pricing Framework
Standard charges per Reveal only. Pricing aligns to cheque categories and is detailed in the Pricing Schedule. There are no success fees. It suits managers seeking efficient exposure without long-term obligations.
VI. API, Attribution & Reporting
Because memory matters. Read-only registry integration establishes an immutable record of which investors came from where. It eliminates attribution folklore, replacing it with forensic precision.
VII. Security, Privacy & Data Residency
All data is hosted on Google Cloud (Sydney region) with encrypted backups also within Australia. Cross-region disaster recovery in Singapore exists only by explicit election. Sovereignty by default; portability by consent.
VIII. Legal, Governance & Conduct
All agreements are governed by the laws of New South Wales, Australia, aligning legal jurisdiction with our data and physical presence.
IX. Operations & Rhythm
All agreements are governed by the laws of New South Wales, Australia, aligning legal jurisdiction with our data and physical presence.
X. Asset Classes & Fee Transparency
Each fund is tagged by primary and secondary asset class across categories such as Alternatives, Equities, Credit, Property, Infrastructure, Multi-Asset, and Fixed Assets. Sub-categories follow Australian conventions for superannuation and wholesale markets.
XI. Enterprise Examples & Edge Cases
The Enterprise success fee continues, calculated as 20% of the management fee charged on that investor’s capital for as long as it remains within the manager’s suite of products, verified by API. Continuity of relationship means continuity of obligation.
XII. Conduct, Culture & Craft
Measured candour. Investors respond to authenticity and detail more than flourish. Speak as if addressing peers, not persuading prospects. In finance, sincerity is the ultimate luxury good.
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