The Phoenix Fund

A Puerto Rico Private Equity Fund

INVESTMENTS FOR THE NEW PUERTO RICO

The Phoenix Fund LLC was organized on February 7, 2018, as a Puerto Rico limited liability company.

 

The Fund’s investment objective is to generate current income and capital appreciation by making “Debt and Equity Investments” in privately held companies.

 

OUR ADVISORY BOARD

All the members of The Phoenix Fund Advisory Board have deep experience in their respective fields, with high quality and complementary educational backgrounds, professional qualifications, and operational experience.

 

Collectively, the Board has over 100 years of private equity experience, over 100 years of operating experience, and professional designations in the fields of engineering, law, accounting, financial analysis, and portfolio management.

 
 
 

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OUR PORTFOLIO

The Fund invests only in predetermined verticals that include (1) Insurance and Financial Services, (2) Technology, (3) Pharmaceutical, (4) Energy and (5) Real Estate.

The Fund consistently seeks to find investment opportunities where other portfolio investments may receive tangential benefits from the new investment.  We call this feature “cross-pollination”.  After the investment is made, the Vertical manager is responsible for monitoring the progress and key performance indicators through active interaction with the underlying company’s management.

Our Vertical Managers are highly experienced and subject matter experts in their fields. The cumulative knowledge of our managers is accretive to each Manager's own area of expertise.

The Phoenix Fund

The Phoenix Fund is a Puerto Rico-based private equity fund that seeks to invest in income-producing private companies.

Contact Us

Villa Caparra

243 PR State Road No. 2

Guaynabo PR 00969

info@PhoenixFund.com 

787.510.6600

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Our Strategies

 

Pharmaceuticals

Finance and Insurance

Technology

Energy

Real Estate

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS

Certain information contained in this Presentation contains forward-looking statements, including the intended actions and performance objectives for The Phoenix Fund LLC (the “Fund”), involve known and unknown risks, uncertainties and other important factors that could cause actual results, performance or achievements of the Fund to differ materially from any future results, performance or achievements expressed or implied by such forward-looking statements. No representation is made, or assurance given that such statements, views, projections or forecasts are correct or that the objectives of the Fund will be achieved or that investors will receive a return of their capital.

The Fund or its representatives, do not assume responsibility for the accuracy and completeness of any forward-looking statements. Due to various risks and uncertainties, actual events or results or the actual performance of the Fund may differ materially from those reflected or contemplated in such forward-looking statements. You are cautioned not to place undue reliance on such statements.

This presentation has been prepared solely for informational purposes and does not constitute an offer to sale or the solicitation of an offer to buy the securities of the Fund. The offering will be made only to certain accredited investors and qualified clients by means of a confidential private placement memorandum.

© 2020 by The Phoenix Fund LLC