Rare whiskey fund SPV

Vinovest Capital Whiskey Fund SPV

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Alto Marketplace’s offerings are currently available only to accredited investors.

Rare whiskey fund SPV

Vinovest Capital Whiskey Fund SPV

Closed
Alto Marketplace’s offerings are currently available only to accredited investors.

Alto Capital is raising for the Vinovest Capital Whiskey Fund SPV, which will make a direct investment in the Vinovest Capital Whiskey Fund LP. This rare whiskey investment opportunity is offered by an innovative technology platform digitizing the fragmented fine wine and rare spirits sector.

About the Investment

Vinovest Capital Whiskey Fund

The Vinovest Capital Whiskey Fund offers accredited investors exposure to whiskey, which Knight Frank reported in 2020 as one of the best-performing collectibles of the 2010s.

Alternative assets traditionally have little correlation with stock performances, and some have seen consistent appreciation, even in an inflationary environment. This may help shield investors’ portfolios from public market volatility.

Whiskey Fund Strategy

The Vinovest Capital Whiskey Fund’s strategy seeks to leverage the market trend of contract distillers selling to whiskey brands.

The team at Vinovest strives to actively:

The Vinovest team anticipates a portfolio for the Capital Whiskey Fund to be heavily focused on American Whiskey, with diversification to Scotch Whiskey strategically determined as a minority, yet relevant allocation.

Please note that any references to “liquidity” within these offering documents do not pertain to the liquidity of the private securities offered by the fund.

Newly distilled whiskey ups the potential for returns and wealth preservation

When considered as a tangible good governed by the laws of supply and demand, rare whiskey makes sense as an investment worthy of consideration.

Scotch Whiskey

Examples provided are for illustration only and do not represent fund holdings. Refer to official documents for accurate information.

Nearly 90% of Scotch whiskies are bottled in blends and single-malt expressions, and they’re in great demand. Take, for example, the Macallan Adami 1926. This bottle of single malt Scotch whisky was auctioned at Sotheby’s in November 2023 for a record-breaking price of $2.7 million.

Rare bottles notwithstanding, the market for Scotch alone is large, and continuing to grow. In fact, 43 bottles are exported every second to over 160 markets across all corners of the globe. That’s over 1.35 billion bottles of Scotch every year, which, for perspective, would wrap around the Earth 11 times if we laid them out end to end.

And Scotch only scratches the surface of the world of whiskey.

American Whiskey

American whiskeys, which are also included in Vinovest’s Capital Whiskey Fund, span a range of brands like Bulleit and Blanton’s to Booker’s and beyond.

American whiskey has seen over a decade of market share gains in the global whiskey market, according to the Distilled Spirits Council, and it is expected to see continued growth. Exports to the EU were up nearly 64% in 2023 compared to 2022, and they increased by 29% in 2022 compared to 2021 (reaching $566 million in 2022).

Tangibility & Regulatory Tailwinds

Whiskey is a tangible asset with a finite supply. As international demand increases, market participants and distillers are unable to keep up as whiskey requires years of aging before it is sold for consumption.

Additionally, all bourbon is legally required to be aged in new, charred oak barrels. This means that bourbon producers cannot reuse barrels, presenting a rarely specific supply limitation that sees regular barrel shortages. The unique pressure on the supply chain for production helps keep prices for whisky up.

Expert Partners

Vinovest partners with trusted industry leaders to source and price each premium whiskey in the Vinovest Capital Whiskey Fund:

Exit Opportunities

The Vinovest Capital Whiskey Fund targets standard timelines of two, three and four years before selling into the active market for barrel whiskey to whiskey brands and distilleries, spirits brokers, and into the rapidly growing international markets.

Offering details

Offering name:
Vinovest Capital Whiskey Fund SPV
Minimum investment size:
$25,000
Type of offering:
506(c)
Investor type:
Accredited investors
Launch date:
April 26, 2024
Fees:
2% Management fee*
Offering period:
1 year
Asset Class:
Rare whiskey fund SPV
*For additional fees and expenses, please review the offering documents

Meet Vinovest

At a glance

Reasons to consider investing in an inspiring startup modernizing the world of fine wine and rare spirits investing

Meet the team

Simplified access to whiskey

Vinovest makes investing in rare whiskey simple and more accessible for the average investor. Its digitally native business model consolidates supply, considers industry trends, and provides exposure to various factors of the asset class. While simplifying the process, all investments come with risks. Investors should conduct their own due diligence to ensure it is the right investment for them.

While no investment’s performance can be guaranteed, we believe that the longer-term horizons of alternative assets can align nicely with the future-looking strategy adopted for retirement funds.

Now, for a minimum investment of $25,000 into the Alto Capital Vinovest Capital Whiskey Fund SPV, individual accredited investors can embrace exposure to the multi-billion dollar market of whiskey and adopt a duration-matching mindset in an investment into alternatives.

Documents

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Alto Securities

Vinovest Capital Whiskey Fund SPV

$25,000

Minimum investment
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