The platform provides tax-efficient capital solutions by structuring private equity investments through dedicated Series. Each Series operates directly under a Puerto Rico Act 60 (Incentives Code) tax decree established for qualifying private equity funds.
Accredited investors can receive a 60% deduction on the amount invested spread over up to 15 years, subject to annual limitations. They also enjoy a 10% preferential tax rate on dividend or interest income, as well as a 0% tax rate on capital gains for eligible in-kind contributions.
These features are specifically designed to enhance after-tax returns for eligible investors while ensuring full compliance with both Puerto Rico tax rules and U.S. federal requirements, including bona fide residency rules where applicable.