Investor guidance
Questions deserve clear answers.
Understand how investor access, opportunities, funding, reporting and risk work across the Tevuah Reserve platform before deciding whether to proceed.
Investor access
Understand how investor relationships and account access begin.
Investment process
Learn how opportunities, commitments and funding are handled.
Risk awareness
Review important considerations before committing capital.
Before you proceed
Understand the process as well as the opportunity.
Tevuah Reserve provides access to selected private-market opportunities alongside the investor onboarding, documentation, funding and portfolio reporting required throughout the investment process.
These frequently asked questions explain how investor access works, how opportunities are reviewed, how investments are funded and how information is provided after an investment is made.
The answers below provide general information about the Tevuah Reserve platform. Investors should review the specific terms, documents and disclosures associated with each opportunity before making an investment decision.
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Investor access
Becoming a Tevuah Reserve investor
Learn how investor relationships begin, how access is established and what happens before an investment can proceed.
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Tevuah Reserve does not offer public self-registration. Prospective investors begin by contacting the company to discuss their interests and the investment process. If the investor decides to proceed, Tevuah Reserve establishes the investor account and completes the applicable administrative, eligibility and verification requirements.
Investor access is established through a direct onboarding process rather than open public registration. This allows Tevuah Reserve to establish the appropriate investor relationship, complete required verification and provide access based on the applicable eligibility and administrative requirements.
No. Contacting Tevuah Reserve begins a conversation about investor access and available opportunities. It does not guarantee eligibility, acceptance, allocation or investment capacity. Each investment is subject to its applicable requirements, terms and availability.
The information required depends on the applicable investor and investment requirements. Verification may include information needed to establish identity, address, eligibility and other required administrative or compliance information before investment access is provided.
Existing investors can use their secure investor access to review available portfolio information, investment documents and relevant activity. If you need assistance with your account or access, contact the Tevuah Reserve team.
Opportunities
Reviewing investment opportunities
Understand how opportunities are presented and what to review before deciding whether to proceed.
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Tevuah Reserve offers selected private-market opportunities across productive agricultural estates, vineyards, olive agriculture, agricultural technology and fine wine. Each opportunity has its own structure, terms, minimum investment, duration, risks and disclosures.
Current opportunities are available through the Tevuah Reserve investment opportunities section. Investors can review the information provided for each opportunity and contact the team when they would like to discuss an opportunity or begin the investment process.
No. Minimum investment amounts vary by opportunity. The applicable minimum is stated with the individual investment opportunity and forms part of the terms investors should review before proceeding.
Once an opportunity reaches its available funding capacity, additional investment may no longer be accepted. Investors should not assume that an opportunity remains available after it has been fully funded.
No. A target return is not a guarantee of performance. Investment outcomes can differ from the stated target and may be affected by the risks, costs, timing and performance associated with the underlying investment. Investors should review the specific return assumptions and risk disclosures before investing.
Portfolio
Building and monitoring exposure
Understand how your investments are viewed and monitored after you invest.
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Yes. Tevuah Reserve can provide information about its investment opportunities, asset categories, structures and investment process and can discuss relevant portfolio considerations with investors. Investors remain responsible for their own investment decisions and should obtain qualified financial, legal or tax advice where personalized advice is required.
Investors should consider factors such as the type of underlying asset, investment structure, minimum commitment, expected holding period, liquidity, potential return, fees, risks and the investor's overall portfolio objectives. Different private assets can behave differently, so investors should consider how each opportunity fits within their broader investment position.
The investor dashboard provides access to information associated with an investor's portfolio and investments. Depending on the investment and information available, this can include investment positions, documents, transaction activity, reporting and relevant updates.
Where relevant information is available, investors can receive updates concerning the underlying investment and its reported activity. The nature and frequency of reporting depend on the investment, underlying asset and information available from the relevant operators and reporting sources.
Funding
Subscriptions, funding and joint investments
Understand what happens after an investor decides to proceed with an opportunity.
04
An eligible investor begins with the relevant investment opportunity and follows the applicable investment process. This includes reviewing the investment terms, completing required acknowledgements and documentation, and following the funding instructions provided for that investment.
Funding instructions are provided through the applicable investment process after the required documentation and acknowledgements have been completed. Investors should use only the funding instructions provided through the authorized Tevuah Reserve process and should contact the team if they have questions before transferring funds.
Joint investment may be available where the structure of a particular opportunity permits it. The applicable ownership, funding, documentation and administrative requirements must be completed for each investor involved.
No. A joint investment does not automatically proceed when only one investor accepts. The applicable requirements for all participating investors must be completed before the investment can proceed.
No. Beginning the investment process does not guarantee that investment capacity will remain available. An opportunity may become fully funded or otherwise unavailable before the investment is completed.
Documents & reporting
Information throughout the investment lifecycle
Understand how investment documents, statements and reporting are provided after you invest.
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Approved investors can access documents associated with their investments through the secure investor experience, subject to the applicable access controls. These may include investment documents, reports, statements and other information relevant to the investment.
Access to documents is provided according to the investor's role, ownership and applicable access permissions. Joint investors receive access to information for which they are authorized.
Where an investment makes a distribution, the applicable transaction and distribution information is reflected in the investor's portfolio records and reporting. The timing and treatment of distributions depend on the terms of the individual investment.
No. Estate and AgTech information depends on the underlying reporting systems, monitoring processes and availability of source data. Information may be reported periodically rather than continuously, and reported measurements should not be treated as a guarantee of real-time conditions.
Fine-wine valuation information is presented based on the valuation information and supporting sources available for the relevant collection or position. Valuations can change over time and should not be treated as guaranteed realizable prices. Investors should consider provenance, authenticity, custody, condition, storage, market conditions and available valuation evidence when reviewing fine-wine investments.
Risk & responsibility
Understanding private investment risk
Private investments involve risks that should be understood before committing capital.
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Yes. Private investments involve risk, including the possible loss of some or all invested capital. Investors should carefully review the risks associated with each opportunity and should not invest capital they cannot afford to lose.
Private investments can be illiquid. An investor may not be able to sell or transfer an investment when they want to, and there may be no established secondary market. Investors should consider the potential holding period and liquidity restrictions before committing capital.
Agricultural investments can be affected by factors including weather, climate, water availability, crop yields, operating costs, commodity and market conditions, land and asset values, regulation and the performance of the underlying operator. The specific risks vary by investment and should be reviewed in the opportunity's documentation.
Fine-wine investments can be affected by changes in market demand, producer and vintage performance, condition, authenticity, provenance, storage, custody, valuation and liquidity. Market values can change, and an investor may not be able to sell wine at a desired price or within a desired timeframe.
Information provided on the Tevuah Reserve website is general information about the company, its platform, investment opportunities and related processes. It is not a substitute for personalized financial, legal or tax advice. Investors should obtain independent professional advice where appropriate.
Investors should review the Tevuah Reserve Risk Disclosure together with the risk information and disclosures provided for each individual investment opportunity.
Investment risk
Private investments require careful consideration.
Private investments can be illiquid, may involve extended holding periods and can result in the loss of some or all invested capital. Investors should review both the general risk information provided by Tevuah Reserve and the specific risks disclosed for each opportunity before investing.
Still have a question?
Speak with Tevuah Reserve.
Contact the team to discuss a particular opportunity, investor access, the investment process or any other question about Tevuah Reserve.