Investor Access Tiers

NEXTALIA SGR SPA structures its investor relationships across three distinct access levels, each designed to meet the needs of different institutional profiles. Whether you are a pension fund seeking diversified alternative exposure or a family office looking for concentrated, high-conviction mandates, we offer a structured entry point that aligns with your objectives. Our team will guide you through the onboarding process to ensure full understanding of terms, risks, and reporting obligations.

Foundation

From €250K

Designed for qualified investors seeking initial exposure to NEXTALIA SGR SPA's diversified alternative fund strategies with institutional-grade reporting.

  • Access to flagship diversified alternative fund
  • Quarterly NAV and performance reporting
  • Annual investor day participation
  • Dedicated investor relations contact
  • Digital portal access for documents and statements

Institutional

From €2M

Suited to institutional investors requiring broader fund access, enhanced reporting frequency, and co-investment consideration rights.

  • Access to all active fund strategies
  • Monthly portfolio and risk reporting
  • Co-investment rights on select transactions
  • Bi-annual portfolio review calls with investment team
  • Priority allocation in new fund launches
  • ESG and impact reporting overlay

Strategic Partner

From €10M

For anchor investors and strategic partners who require customized mandates, advisory input, and the highest level of engagement with the NEXTALIA investment team.

  • Separately managed account options available
  • Investment committee observer rights
  • Bespoke mandate structuring and customization
  • Weekly portfolio monitoring dashboards
  • Direct access to senior investment professionals
  • First right of refusal on co-investment opportunities