Quickview Information: We are seeking an angel or VC investor for operational capital directly in our quantitative investment firm.
We are currently seeking $1 million in operational capital to facilitate our company's expansion. Half of this amount, $500,000, will be allocated to unlock $5 million in Assets Under Management (AUM) as per our allocation agreement. The remaining $500,000 is designated to enhance the capacity of our system and compensate our team. This strategic investment enables us to generate revenue from day one on the entire $5 million AUM. We are prepared to provide interested investors with our flash report detailing historical and live paper trading results to demonstrate our system's performance and reliability.
Company Overview: CapitalEdge Solutions LP was established to provide qualified investors with the opportunity for long-term capital appreciation. CapitalEdge Solutions is a quantitative trading firm that takes a systematic approach to investing. We have developed and deployed a Dow 30 Short-Term Equities trading system focused on opportunities in the public equities market in the United States. Through exhaustive research, we have integrated a superior quantitative process to exploit long only intraday patterns for profit.
Why Us The Executive and Advisor team has over 70 years of combined financial industry experience. The Executive and Advisor team has over 35 years of experience developing Quantitative trading systems. The Executive and Advisor team has a track record of successful exits within the financial industry.
Customer: Currently finalizing terms with a Small Family Office out of NYC for a $5M AUM (Assets Under Management) allocation. As part of the agreement, we take 80% of the monthly revenues generated. For example, If we generate 1% per month, that is $50,000 in gross revenues, of which 80% goes to CapitalEdge. This means we would be generating 40,000 in gross monthly revenue.
Investment Ask: $1M for operational capital in exchange for 7.5% Equity of the firm. (**NOT AUM, direct ownership)
Revenue Projections: $6M by 2026 (Based on $50M AUM in which we have a direct path)
Dow 30 ST Equities Trading System Description In a most general description, short-term momentum is the determination of when and how we determine portfolio positioning within the program. Diversification within the portfolio is accomplished by utilizing variations of time within three subsystems and the inherent diversification that the group of 30 equities can provide. Each subsystem is built identically. The only difference between them is the window of time we use to determine trade signals. The combination of the three subsystems exhibits higher growth, lower risk, and greater future system capacity. All investments are short-term in duration (2hrs-8days). Managed accounts can be set up to accommodate institutional clients with a mandate for lower or higher target returns, and risk/return targets can be customized to a client’s preference. All investment processes are completely automated and cloud-based.