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.
Offering Details
Upcoming Webinar
Register here
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.
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
Anthony Zhang CEO, Co-Founder
Anthony is the co-founder and CEO of Vinovest, a platform democratizing access to investing in wine and whiskey as an alternative asset class.
Prior to launching Vinovest, Anthony founded and sold two companies, EnvoyNow and KnowYourVC. EnvoyNow received funding from Shark Tank’s Mark Cuban, and famed TV producer Mark Burnett. His work scaling the business to global markets and guiding it through acquisition by Joyride, a subsidiary of WalMart, earned him the prestigious Thiel Fellowship award, for which he was awarded $100k in funding from Peter Thiel’s Thiel Foundation. His second company, KnowYourVC, a platform for vetted reviews on angel investors and venture capitalists, was acquired by RateMyInvestor. He remains an active board member.
Anthony has also served as the head of marketing and business development at Blockfolio, a cryptocurrency portfolio management app, and helped lead teams to scale the user base to 10+ million users before it was acquired for $150M.
Recognized for his achievement as an entrepreneur, Anthony has earned the Interact Fellowship award and landed on the Los Angeles Business Journal’s “20 In Their 20s” List. He is also a mentor at WineUnify, a nonprofit sponsoring funding and career.
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.
Upcoming Webinar
Register here
