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Who can be an investor?

Capital Lift is intended for investors who understand the risks associated with alternative investment strategies and seek a disciplined, systematic approach to capital deployment.

Invested capital is at own risk. 

Investor Profile

Capital Lift may be suitable for investors who:

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  • Have experience with financial markets or alternative investments

  • Seek portfolio diversification beyond traditional asset classes

  • Understand that returns may fluctuate and that capital is at risk

  • Take a long-term view and value disciplined, rules-based execution

  • Are comfortable allocating capital to systematic or automated strategies​

 

The strategy is designed to complement a broader investment portfolio rather than serve as a standalone solution.

Investor Considerations

Before investing, prospective investors should:

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  • Carefully assess their financial situation and risk tolerance

  • Understand the nature of algorithmic and systematic trading strategies

  • Review all relevant documentation and disclosures

  • Seek independent financial, legal, or tax advice where appropriate

 

Capital Lift does not provide investment advice and does not assess individual suitability beyond regulatory requirements.

Analyzing Stock Charts

Investor Assessment

  • Speak with your financial advisor to assess eligibility (you can reach us via our Contact page or directly at client.relations@capitalliftinvestment.com)

  • Request a suitability assessment directly from Capital Lift (you can request it by getting in touch

  • Use regulatory self-assessment tools (where available)

 

See below additional info on investor status

Qualified Investor

These are typically:

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  • Qualified by professional or institutional status (e.g., banks, investment firms, insurers, pension entities, management companies, funds, central banks, public authorities, and other professional categories recognised by applicable financial market regulation).

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  • Qualified by investment threshold route under Section 272 ZISIF: (i) at least EUR 125,000 (or equivalent), or (ii) at least CZK 1,000,000 (or equivalent) together with a written appropriateness assessment by the Manager or administrator based on information obtained from the investor.

Semi-Qualified Investor

These are typically: ​

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  • You are investing at least EUR 100,000 (or CZK equivalent)

  • You go through an investor suitability assessment, ensuring that:

    • You explicitly understand the investment risks

    • You have been informed about the fund’s nature and structure

    • The fund manager has assessed that this investment is suitable for you

 

Not all investors are considered suitable. 

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