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Harvard Business School, one of the world's top business schools, has released a case study on Moonfare’s expansion into the retail space.
(Photo: fstoppers)
HBS’ professor Victoria Ivashina and research assistant Sri Mylavarapu interviewed Moonfare’s leadership team to understand the key decisions behind the firm’s retail approach.
“Moonfare was among the first to enable individual investors to access a range of private equity funds by developing proprietary technology with fully digitalized onboarding and investment processes. [...] Given that retail investors' participation in private equity was still a relatively new trend, there was no established playbook for effectively managing this investor base. [...] The key question remained: what would be the ideal investor segment to target, and which product would be best to launch,” write the authors.
Read the full abstract here.
This recognition by HBS marks a proud milestone for the firm. Steffen Pauls, CEO and Founder, reflects on the achievement: “Democratising private equity has been my passion since the very beginning of Moonfare, over eight years ago. To see this mission recognised by Harvard Business School is incredibly rewarding — not just for me personally, but for the entire Moonfare team.
Knowing that our story will be shared with the next generation of business leaders reinforces why we do what we do every day. It is also a powerful reminder that this is only a beginning. We’re excited to continue pushing forward, creating opportunities and shaping the future of private equity.”
Important notice: This content is for informational purposes only. Moonfare does not provide investment advice. You should not construe any information or other material provided as legal, tax, investment, financial, or other advice. If you are unsure about anything, you should seek financial advice from an authorised advisor. Past performance is not a reliable guide to future returns. Don’t invest unless you’re prepared to lose all the money you invest. Private equity is a high-risk investment and you are unlikely to be protected if something goes wrong. Subject to eligibility. Please see https://www.moonfare.com/disclaimers.
Benefit from what institutional investors already know: the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19% — outperforming the S&P 500 by 13%.*
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* Past performance is no guarantee of future returns.
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