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Invest with Billions®

Invest alongside billionaires in exclusive, institutional-grade private equity

Low Minimums

Enter premier private funds with as little as $50,000.

Top-Tier Funds

Access institutional-grade private equity typically reserved for billionaires.

Global Reach

Expand into private equity across the U.S. and key global markets with Billions®.

Effortless Investing

Billions® eliminates the hassles of investing in private equity.

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With Billions,® individual investors can access private funds that are typically exclusive to billionaires

Private equity funds excel due to active management by skilled professionals. They navigate diverse assets, optimize performance, mitigate risks, and aim to offer superior returns compared to passive strategies in public markets.¹

Combined Private Equity funds portfolio²

28% IRR

PE Buyout funds

33% IRR

Historic median return of all top-quartile funds1

Venture Capital funds

41% IRR

Historic median return of all top-quartile funds1

Real Estate funds

25% IRR

Historic median return of all top-quartile funds1

Infrastructure funds

19% IRR

Historic median return of all top-quartile funds1

Private Credit funds

16% IRR

Historic median return of all top-quartile funds1

1Source: Preqin. Median IRR of top quartile funds by each strategy across each vintage year during the ten-year period 2009-2018. Annual returns displayed are net of all fees and carried interest charged to investors.

2Combined PE funds portfolio allocated to 30% PE buyout funds, 20% venture capital funds, 20% real estate funds, 15% infrastructure funds, and 15% private credit funds.

Please note that past performance is not indicative of future results. Investments in financial markets, including private equity, carry inherent risks and there is no guarantee of returns. It is important to conduct thorough research and seek professional advice before making any investment decisions.

With Billions,® you can rebalance your portfolio to include private equity funds

For decades, institutional investors have been shifting to a 40/30/30 portfolio mix of public stocks, public bonds, and private equity investments, gradually shifting away from the conventional 60/40 combination of public stocks and bonds. This evolution has led to a remarkable fivefold surge in allocations to private equity funds in just over a decade.³

3Source: Preqin Global Report 2023: Alternative Assets.

Leading investors have shifted away from the traditional 60/40 portfolio

The 60/40 public stocks/bonds portfolio has been in decline over the past ten years.4

4In 2022, a 60/40 portfolio returned -18.1% on a nominal basis, which is the second worst year after the Global Financial Crisis in 2008 since the inception of the Bloomberg US Aggregate Bond Index in 1976.

60/40 public stocks/bonds portfolio return adjusted for inflation.5
Stocks distribution

5Source: Vanguard Total Stock Market & Vanguard Total Bond Market. Consolidated Returns, US Inflation Adjusted, as of 31 March 2023.

Stocks distribution

The modern approach to investing has shifted to a 40/30/30 portfolio

Institutional investors typically allocate 30% or more to a diversified portfolio of private equity funds.

Billionaires have aggressively rebalanced their portfolios with private equity

They enhance their portfolios with 30% or more allocated to diversified private equity investment strategies.

Private equity funds make up ~30% of billionaires' portfolios.6

Stocks distribution

6Source: BlackRock: Alternative investments in modern portfolios.

Allocations to private equity funds have quintupled over the last decade.3
Stocks distribution

Private equity is now a $10 trillion market, about 25% of S&P 500

Private equity is no longer a niche market. The level of AUM in the PE market underlines the confidence investors have in the asset class.

Billions® is the premier way for an individual investor to build a world-class private equity portfolio

1

Browse leading global private equity funds

Explore the Billions® platform for a diverse range of fund strategies within the private equity spectrum, including PE buyout, venture capital (VC), real estate, infrastructure, and private credit.

2

Invest easily via the Billions® platform

Navigate the user-friendly Billions® platform, where you can add private equity funds managed by leading global fund managers to your portfolio. Benefit from intuitive, easy-to-understand reporting.

3

Curate your world-class private equity portfolio

Use Billions® to build your private equity portfolio with confidence to diversify into many funds across strategies, sectors, and geographies and monitor your entire PE portfolio from your Billions® dashboard.

BROWSE PE FUNDS

Browse highly-exclusive private equity funds from leading global fund managers

The private equity funds available on the Billions® platform are typically exclusive to billionaires. These funds offer you a way to start or add to your private equity investment journey.

Private Equity Funds

billions

PE Buyout

32%

Target Net IRR*

Closed-End Fund
$4 billion fund size

AUM

$33 billion

Geo Focus

Global

billions

Venture Capital

40%

Target Net IRR*

Closed-End Fund
$1 billion fund size

AUM

$17 billion

Geo Focus

USA

billions

Real Estate

23%

Target Net IRR*
Quarterly Distributions
Closed-End Fund
$2 billion fund size

AUM

$16 billion

Geo Focus

USA

billions

Infrastructure

19%

Target Net IRR*
Quarterly Distributions
Closed-End Fund
$5 billion fund size

AUM

$52 billion

Geo Focus

Europe

billions

Private Credit

12%

Target Net IRR*
Monthly Distributions
Open-Ended Fund
$2 billion fund size

AUM

$9 billion

Geo Focus

Asia

The investment funds shown are for illustrative purposes only and may not be available on the Billions® platform for investment.

*These return targets are based on data provided by Preqin which provides the range of the top quartile funds by each strategy across each vintage year during the ten-year period 2009-2018.

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INVEST EASILY

Invest in private equity opportunities through the intuitive Billions® platform

Add private equity funds managed by leading global fund managers to your portfolio with as little as $50,000. Benefit from intuitive, intelligent reporting, accessible with just a few clicks.

CURATE YOUR PE PORTFOLIO

Build a well-diversified PE portfolio across strategies

Private equity funds deliver returns in different ways, from income to capital appreciation, which can be structured according to risk appetite.

Typical Private Equity Fund Strategies
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Billions® opens the door to exclusive, institutional-grade private equity investments typically reserved for billionaires

1

Access exclusive, institutional-quality funds with Billions®

Billions® curates a select range of premier private equity funds, simplifying the process of finding top-tier opportunities across asset classes and geographies. Enjoy access to the same high-quality investments typically reserved for institutions and billionaires.

2

Invest in private equity beyond the U.S. with Billions®

Billions® connects you to exclusive private equity funds across key global markets, expanding your reach beyond U.S.-only investments. Accessing these funds offers diversified exposure to top-performing regions and sectors worldwide.

3

Billions® allows investors to diversify across private equity

Billions® gives investors the flexibility to diversify their private equity portfolio according to their preferences, such as overall diversification, industry, or sector-specific exposure. Billions® provides the tools for investors to tailor their portfolio.

4

Billions® provides access to lower per-fund minimums

The minimum investment required by most private equity funds is $2–5 million, which can be a barrier for investors seeking to diversify. Billions® enables investors to participate with as little as $50,000, removing the high entry hurdle.

5

Billions® feeder funds manage all capital calls for investors

Typical PE funds call capital sporadically over several years, resulting in periodic, short-notice cash payments that can lead to substantial losses for investors who fail to respond on time. Billions® eliminates this burden entirely by managing all capital calls.

6

Invest in Billions® feeders onshore or offshore

Billions® offers both U.S.-domiciled and offshore feeder funds to suit the unique tax needs of different investors. Individual U.S. investors can access a U.S.-based feeder, while certain U.S. tax-exempt investors can take advantage of the offshore feeder's tax-efficient structure.

Invest with Billions® and start building your legacy today

The Billions® platform is available exclusively by invitation to qualified individuals.

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