Fortunne Method
Opportunities change. The method remains.
One logic of analysis, criteria and governance applied to every capital decision.
Introduction
Method before product.
Different decisions require different structures. The Fortunne Method organizes analysis, criteria and governance so every decision is handled through the same logic, from asset origination to final liquidity.
The house originates, structures, distributes, coordinates and monitors its own transactions. That is what allows it to be accountable for the entire promise.
The four pillars
What supports every house transaction.
01
Proprietary origination
The house sources and selects the assets.
02
Real-asset backing
Every product has a real, verifiable and registered asset behind it.
03
Institutional governance
Committee with independent member, segregated vehicle, oversight and reporting.
04
Alignment by design
House co-investment, performance over hurdle and compensation throughout the cycle, not at the sale.
Analysis funnel
Five stages, in the same order, in every transaction.
01
Origination
The house identifies and selects the asset. The transaction is born inside Fortunne; it does not arrive ready-made from third parties.
02
Fortunne Filter
Eight criteria applied before any decision. What does not pass does not enter.
03
Investment committee
Formal deliberation, recorded with veto power on risk matters.
04
Segregated execution
Each transaction in its own vehicle, with segregated account, independent oversight and audited measurements.
05
Reporting
Periodic reports and monitoring through final liquidity.
Fortunne Filter
Eight criteria before any decision.
01
Verifiable backing
The asset exists, is registered and can be checked.
02
Stress-tested guarantees
Protection is assessed in an adverse scenario, not only in the expected one.
03
Exit thesis
More than one path to realization, defined before contribution.
04
Sponsor track record
Accountability from those who execute.
05
Protective structure
The vehicle isolates the asset and defines the investor’s risk.
06
Aligned compensation
The house wins when the transaction delivers.
07
Understandable product
What cannot be explained clearly is not offered.
08
The final question
Would we invest our own wealth?
Refusing is part of the method. What does not pass the filter does not reach the investor.
Governance
The structure that supports the decision.
Each transaction is executed in its own vehicle, with a segregated account. Oversight is independent and measurements are audited. The investment committee, with an independent member, deliberates formally and records its decision, with veto power on risk matters.
- Investment committee
- Deliberation recorded in minutes.
- Dedicated vehicle
- Each transaction in a separate structure, without commingling assets.
- Segregated account
- Movement with dual signature on construction projects.
- Independent oversight
- Measurements audited by a third party.
Monitoring
After the decision, the method continues.
Fortunne remains accountable for the transaction from day one to exit: periodic reports, assemblies and monitoring through final liquidity. No delivery ends at signature.
- Periodic reports
- Position, physical and financial evolution, schedule milestones.
- Assemblies
- Investor-group decisions, recorded.
- Monitoring through liquidity
- The house remains until the realization event.
Regulatory frontier
Growth without shortcuts.
Regulated acts — offerings, consortium administration, distribution and custody — are performed with authorized institutions. Fortunne conducts the intelligence: origination, analysis, structuring and monitoring.
Application