REINVENTING CAPITAL MARKETS
AS THEY SHOULD BE
REINVENTING CAPITAL MARKETS AS THEY SHOULD BE
The next generation european stock exchange.
For great companies and great worldwide investors of all sizes.
The next generation european stock exchange. For great companies and great worldwide investors of all sizes.
Trusted partners
Trusted partners
PORTFOLIO STOCK EXCHANGE IS A MULTILATERAL TRADING FACILITY SUBJECT TO EUROPEAN UNION REGULATIONS. WE ARE AUTHORISED BY THE SPANISH NATIONAL STOCK MARKETS AUTHORITY (CNMV).
Portfolio is the first stock exchange in the world that offers a primary and secondary market in the same platform, integrating custody and post-trade processes for all issuers and investors, and reducing costs by as much as 90%.
An open, accessible Multilateral Trading Facility (MTF) for equity & debt instruments, participations in investment funds and money market instruments.
For Real Estate.
For Mid Cap Co’s & Tech startups.
For FMCG, Industrial & Retail companies.
For Family businesses.
For Project Finance.
For eSports.
For Equity & Debt crowdfunding platforms.
For Bonds.
For Private Equity & VCs.
For Alternative Investment Funds.
For other investment vehicles.
Portfolio, the stock exchange for ambitious companies of any size, wherever they are based.
Traditional stock exchanges’ business model is broken.
Our technical and legal innovations allow us to be the first stock exchange that prioritizes client requirements for access, for security, for privacy, and for control, all while streamlining processes to deliver unprecedented savings in time and costs.
Portfolio is a redesigned end-to-end venue for equity, bonds & funds with a streamlined issuance process and the management of the whole lifecycle of your financial instrument.
We remove 14 traditional middlemen saving up to 90% of the overall cost and giving access to investors of all sizes, even retail.
Here you have a brief overview about the benefits you can have with Portfolio.
| TRADITIONAL STOCK EXCHANGE | PORTFOLIO | |
| Free float | Min. 20 indep. investors | Not required/Flexible |
| Min. Capitalization | 2,5MM€ | Not required |
| Liquidity providers | Mandatory | Not required |
| Listing sponsor | Mandatory | Not required |
| Listing time to market | 4 months | 1 week |
| Securities account opening & KYC/KYB | 3 weeks | 5 min. online |
| Target investor | ECP + Professional | ECP + Professional + Retail |
| Syndication tools for multiple investors | No | Easy built-in tools |
| Distribution to investors | Traditional broker platforms | Directly through a link by mail, social media, web… |
| Settlement | T + 2 | Real time |
| Beneficial Ownership Reports | T – 2 | Real time (free download) |
| Overall listing cost* | 393,472 € | 76,472 € |
| Overall annual cost* | 167,972 € | 26,472 € |
(*40MM€ Equity issuance example.)
Funding
Find funding via an IPO, debt issuance or merging with a SPAC.
Target investors
Target institutional, professional or retail investors directly through our platform or digital marketing.
Tailor-made listings
At Portfolio, we think that Capital Markets are yet to be disrupted, so we aim to do it by letting our clients build that future.
Syndication made easy
Syndicate all your investors digitally with a simple click.
Engage your clients
Allow your client or fan base to invest in your company directly so they can participate in your growth.
Restrictions to shareholders
Introduce trading pre-approval requirements or set restrictions to voting rights.
Digital onboarding
Let your investors benefit from a streamlined, customized digital onboarding experience.
Save time & money
Accomplish your issuance process faster, saving up to 90% of the overall costs.
Portfolio allows every ECP, professional investor, financial advisor, family office and even retail investor to operate on their own, directly through our web platform and mobile apps.
ACCESS TO THE MARKET
Directly through our platform. No member or broker is needed.
KYC/KYB + SECURITIES ACCOUNT
Be ready to invest in a few minutes with our smooth digital onboarding process, both for companies and individuals. We instantly open your securities account and you are ready to invest right away.
CUSTODY
Avoid extra cost. We safekeep your funds and financial instruments.
