Africa Bitcoin Corporation Limited · JSE:BAC
Africa Bitcoin — Altvest Capital — Investor Presentation (April 2025)
29 slides from Africa Bitcoin's investor presentation, Apr 11, 2025
Slide 1: Investor Deck
Investor Deck The ordinary and preference shares of Altvest Capital Limited, registration number 2021/540736/06, are listed on the JSE AltX Exchange and A2X, respectively. Altvest Credit Opportunities Fund Limited issues debt notes listed on the CTSE and is a registered credit provider with NCR no:
Slide 2: The Legend of the KOI
The Legend of the KOI 鲤鱼的传说 Long ago, a humble koi fish swam upstream in the 久以前，一条不起眼的鲤鱼在黄河中逆流而 Yellow River, determined to reach the fabled Dragon 上，决心到达传说中的龙门瀑布。许多鲤鱼尝 Gate waterfall. Many koi tried and failed, but one 试过但都失败了，只有一条鱼坚持不懈，不断 persisted, leaping tirelessly against the thunderous curre
Slide 3: Altvest is facilitating access to China's venture capital market
Altvest is facilitating access to China’s venture capital market We are thrilled to announce our upcoming listing: the Altvest Orient Opportunities Fund, which opens the doors for South African investors to tap into the dynamic China venture capital market. This launch is a significant step forward
Slide 4: Why China?
Why China? China's private equity and venture capital (PE/VC) market is a dynamic powerhouse, standing as the second-largest globally and growing rapidly. This market is a fertile ground for investors seeking diversification and substantial returns by tapping into companies that are not yet listed o
Slide 5: From Imitation to Global Influence
From Imitation to Global Influence Over the past two decades, China has evolved from being a follower to a global leader in innovation. Initially recognized for adopting and adapting Western tech models, Chinese companies have since leapfrogged into the forefront of technological advancement. They a
Slide 6: Pro & Cons of VC Investment
Pro & Cons of VC Investment High Return Potential High Risk of Failure Advantage: Successful startups can generate massive returns, often exponentially Startups face significant uncertainties, including market acceptance, competition, higher than the initial investment. VC investors benefit from the
Slide 7: Economic Sectors of Focus for the Fund
Economic Sectors of Focus for the Fund Healthcare Technology Green energy The healthcare sector is China is aiming for China is a world leader in rapid expanding due to an technological sovereignty by renewable energy production aging population, and a positioning itself as a global and green techno
Slide 8: Key Partners and Their Roles
Key Partners and Their Roles Altvest Capital is a JSE-listed financial services platform RisCura Invest is the multi-manager arm of the that specializes in creating innovative investment RisCura group and as investment manager of the opportunities designed to democratize access to Public Equities Fu
Slide 9: Fund structure
Fund structure Capital raised through the issue of the D Shares, listed on the JSE, would initially be invested into AOOF (a special purpose vehicle managed by Altvest Capital Ltd). This capital will be initially allocated to a treasury function managed by RisCura which comprises the following liqui
Slide 10: Fees and Returns
Fees and Returns Initial Fee Advisory Fee Carried Interest Additional Fee’s Exit & Returns • 2% • 1% per annum • 5% • Additional fees Technology : Focus on AI, big data, and • Capped at R2 million • Only after surpassing applicable to digital platforms, aligned with China's per annum a 10% hurdle ra
Slide 11: Risk Mitigation
Risk Mitigation Key risk Mitigant Market Volatility & Valuation Risks: Emerging markets, Diversification across multiple sectors and adopting a milestone-based funding including China, are subject to high volatility, impacting valuations. approach help mitigate concentration risk and manage valuatio
Slide 12: Next Steps
Next Steps CONTACT YOUR REGISTERED BROKER TO SECURE YOUR ALLOCATION. ALTERNATIVELY, YOU MAY CONTACT INFO@ALTVESTCAPITAL.CO.ZA Investment Opportunities - AltVest 11 12
Slide 13: Confidentiality Disclaimer Disclosures
Confidentiality Disclaimer Disclosures This confidential document has been prepared by Altvest Altvest Capital Limited (“Altvest Capital”) certifies that to the best of its The ordinary and preference shares of Altvest Capital Limited, Capital Proprietary Limited ("Altvest*). This document has knowl
Slide 14: Appendix
Appendix
Slide 15: Recent developments have placed China at the forefront of foreign investment locations
Recent developments have placed China at the forefront of foreign investment locations China’s economy continues to grow and evolve China's economy, the second-largest globally with a nominal GDP of $18.5 trillion, maintaining an annual rate of around 5%. This consistent expansion adds nearly $0.93
Slide 16: The Real China
The Real China Top 10 Countries with the world’s most Unicorn Companies China’s Global Share 1 United States of America 703 EV sports 22% 0% 2 China 340 24% Semi foundry capacity 0% Machine tool production 27% 3 India 67 10% eCommerce 44% 0% 4 United Kingdom 53 Industrial Robots 50% 5% 5 Germany 36
Slide 17: Technology
Technology Overview: The largest allocation focuses on artificial intelligence (AI), big data, and digital platforms. These sectors are key to China's push for technological independence and global leadership. Technology in China has experienced substantial growth, fueled by strong venture capital f
Slide 18: Healthcare
Healthcare Overview: Investments target pharmaceutical innovations and medical technologies, driven by China’s aging population and growing healthcare needs. Healthcare is another key growth area in China, driven by an aging population and increased healthcare spending. The gross IRR for healthcare
Slide 19: Renewable Energy
Renewable Energy Overview: Significant investments are made in clean energy technologies, including solar, wind, and electric vehicles, supporting China's goal to achieve carbon neutrality by 2060. The renewable energy sector in China is booming, driven by government support for a green economy. Chi
Slide 20: Altvest Capital's ability to democratize assets
Altvest Capital’s ability to democratize assets Altvest Capital is transforming access to alternative asset classes by offering innovative and transparent investment opportunities tailored for retail investors. The proposed Class D Share Offering, aimed at raising R200 million, exemplifies this miss
Slide 21: Riscura's Strong Capability to Manage This Fund
Riscura’s Strong Capability to Manage This Fund Over more than a decade, RisCura has systematically deepened its expertise and presence in the Chinese market, beginning in 2009 with macroeconomic research on China's demand for commodities and its impact on global markets. By 2013, its research expan
Slide 22: Support Service Providers for AOOF
Support Service Providers for AOOF Prescient Fund Alternative Investment Fund Manager (AIFM) Services Ireland (PFSI) The appointed investment advisor to the Orient Opportunities China Venture Capital Fund. In this capacity, Riscura Solutions (Mauritius) Riscura Solutions draws on the expertise of ot
Slide 23: Orient Opportunities Chinese Venture Capital Fund (1/2)
Orient Opportunities Chinese Venture Capital Fund (1/2) Strategic Role in OOCVC OOCVC is the venture capital fund of funds, managed by RisCura Invest, that Orient Opportunities China Venture Fund Name the capital raised from AOOF’s class D shares will be ultimately invested into, Capital Fund once d
Slide 24: Orient Opportunities Chinese Venture Capital Fund (2/2)
Orient Opportunities Chinese Venture Capital Fund (2/2) Manager Selection & Portfolio Construction Investment Focus & Strategy Emphasizing a mix of early, middle, and late-stage investments OOCVC targets high-growth sectors like technology, healthcare, and renewable energy within ensures exposure to
Slide 25: Treasury Function - RisCura China Equity Fund
Treasury Function - RisCura China Equity Fund Strategic Role in AOOF The fund is a strategic liquid asset, providing flexibility and readiness to capitalize on Fund Manager RisCura Invest venture capital opportunities through OOCVCF, balancing the need for liquidity and growth potential in Chinese m
Slide 26: Treasury Function - RisCura China Equity Fund
Treasury Function - RisCura China Equity Fund Sector Allocation / Industry Exposure (%) Asset Allocation/Country of Listing (%) Real Estate 1,6 1,3 Fund Benchmark Cash 2,8 4,4 3,7 2,5 4,9 Energy 3,7 3,2 Utilities 3,7 3,3 Consumer Staples 7,3 47,8 5,4 24,3 47,7 Materials 6,2 6,4 47,5 Health Care 5,1
Slide 27: Treasury Function – iShares Treasury Bond ETF
Treasury Function – iShares Treasury Bond ETF Strategic Role in AOOF This ETF provides AOOF with stable, short-term U.S. Treasury exposure, ensuring Issuing Company iShares plc liquidity and capital preservation while awaiting venture capital investments. It supports AOOF's treasury function by offe
Slide 28: RisCura's Risk Mitigation, Experience & Oversight
RisCura’s Risk Mitigation, Experience & Oversight Independent Oversight • Fund Governance Structures - Ensures that the fund operates within a robust regulatory framework RisCura Global Investment Oversight Committee Level of • Investment Process Oversight - Monitoring and assessing the • Oversees a
Slide 29: Thank you
Thank you