Africa Bitcoin Corporation Limited · JSE:BAC
Africa Bitcoin — Altvest Capital — Investor Presentation (May 2025)
53 slides from Africa Bitcoin's investor presentation, May 2025
Slide 1: Introduction to Altvest Capital Q2 2025
introduction to 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: Introduction to Altvest Capital
introduction T O A LT V E S T C A P I T A L ALTVEST CAPITAL IS A LISTED INVESTMENT MANAGER AND FINANCIAL SERVICES PROVIDER GIVING ORDINARY AND THE BASICS OF ALTVEST ’S REGULATED, INSTITUTIONAL INVESTORS ACCESS TO HIGH-GROWTH ALTERNATIVE ASSETS. FROM PRIVATE CREDIT AND VENTURE CAPITAL TO BITCOIN LOW
Slide 3: Who Altvest Is
WHO ALTVEST IS ENABLING DIRECT INVESTMENTS IN UNLISTED ASSETS Altvest transforms private equity deal participation by a retail and institutional A PLATFORM THAT ENABLES INVESTORS base, who can buy new listed instruments representing an economic interest in • Cost effective mechanism to invest in and
Slide 4: Internationally recognised as a leading ESG initiative
A LT V E S T I S I N T E R N A T I O N A L LY R E C O G N I S E D A S A LEADING ESG INITIATIVE ALTVEST HAS WON AN ENVIRONMENTAL FINANCE’S SUSTAINABLE INVESTMENT AWARD AND AN INTERNATIONAL FINANCE AWARD Awarded to asset owners, fund and portfolio management companies that BEST ESG INVESTMENT INITIATI
Slide 5: How it works: hybrid instruments listed on the JSE & A2X
HOW IT WORKS UMGANU LODGE ALTVEST CLASS A LUXURY ASSETS 1. Altvest identifies and acquires a stake in a qualifying asset, business or launches fund (e.g., a restaurant group, luxury lodge, credit fund, or venture capital fund). BAMBANANI FAMILY ALTVEST CLASS B SME 2. To fund that acquisition or to c
Slide 6: Examples of how our platform has raised millions for SMEs
EXA M PL E S O F H OW O U R PL AT FO R M H A S RAISED MILLIONS FOR SMEs UMGANU LODGE BAMBANANI FAMILY ALTVEST CREDIT Umganu Lodge is a ultra luxury Bambanani is a unique family-centric OPPORTUNITIES FUND 5-bedroom Villa on the banks of the restaurant with locations in Melville & ACOF offers secured
Slide 7: How our equity instruments have performed in the market
H OW O U R E Q U I TY I N ST R U M E N TS H AVE PERFORMED HOW OUR EQUITY INSTRUMENTS HAVE PERFORMED IN THE MARKET HOW IN THE MARKET OUR EQUITY INSTRUMENTS HAVE PERFORMED IN THE MARKET HOW As Asofof20 OUR 20February February2025 2025 AS OF 20 FEBRUARY 2025 EQUITY INSTRUMENTS HAVE PERFORMED IN THE MAR
Slide 8: All our investment offerings in a nutshell
ALL OUR INVESTMENT OFFERINGS IN A NUTSHELL 01 Equity 02 Debt/Fixed instruments Income Instruments Asset Description: Alternatives Asset Manager Asset Description: Private Debt Target Return: IRR c 24% - 26% Target Return: SA Prime + 2% Available Through: Any JSE-Accredited Broker Available Through:
Slide 9: Altvest's broader goal
A LT V E S T ’ S B R O A D E R GOAL IN A NUTSHELL, ALTVEST IS DEDICATED TO EXPANDING ALTERNATIVE INVESTMENTS TO RETAIL AND INSTITUTIONAL INVESTORS To achieve this goal, the following table illustrates the broader set of existing and planned portfolios offering innovative investment opportunities in
Slide 10: Entrepreneurial funding cycle & Altvest's role
ENTREPRENEURIAL FUNDING CYCLE & ALTVEST’S ROLE ALTVEST CAPITAL AIMS TO PROVIDE TAILORED FUNDING SOLUTIONS AT EVERY STAGE OF AN ENTREPRENEUR’S JOURNEY, ENSURING BUSINESSES RECEIVE THE RIGHT SUPPORT AT EACH LEVEL OF MATURITY, ALLOWING BUSINESSES TO SCALE AFFECTIVELY WHILE PRESERVING EQUITY VALUE seed
Slide 11: How to reach us
How to reach us altvestcapital.co.za | info@altvestcapital.co.za WARREN WHEATLEY CEO warren@Altvestcapital.co.za AKSHAY KARAN CIO akshay@Altvestcapital.co.za The ordinary and preference shares of Altvest Capital Limited, registration number 2021/540736/06, are listed on the JSE AltX Exchange and A2X
Slide 12: Annexure 1: Additional information on Altvest Capital
ANNEXURE 1 A D D I T I O N A L I N FO R M AT I O N O N A LT V E S T C A P I T A L
Slide 13: Our value add
OUR VALUE ADD IS FOCUSED ON BUSINESSES, INVESTORS AND BROADER SOCIETY FOR FOR FOR BUSINESSES INVESTORS SOCIETY • Provide capital solutions aimed at addressing the • Access to asset classes that are diversified, difficult • Democratise access to private equity by allowing lack of fit-for-purpose fund
Slide 14: Altvest's investment strategy
ALTVEST’S INVESTMENT STRATEGY I S P R E M I S E D O N S U P P O R T I N G F U N D A M E N T A L LY S T R O N G B U S I N E S S E S AT T H E R I G H T VA LUAT I O N KEY PRINCIPLES DRIVING OUR INVESTMENT STRATEGY VALUE PROTECTION UNDERVALUED ATTRACTIVE ALIGNMENT OF PARTNERSHIP INVESTING OF CAPITAL BUS
Slide 15: Our opportunities are sourced via a multi-channel strategy
OUR OPPORTUNITIES ARE SOURCED V I A A N I N N O V A T I V E , M U LT I - C H A N N E L S T R A T E G Y KEY PRINCIPLES DRIVING OUR INVESTMENT STRATEGY OUR OPPORTUNITIES ARE SOURCED VIA AN INNOVATIVE, MULTI-CHANNEL STRATEGY Key principles driving our investment THE IDEAL FIT strategy SELECTION OPPORTU
Slide 16: Committed to a philosophy of shared value
ALTVEST IS COMMITTED T O A P H I L O S O P H Y O F S H A R E D V A L U E B E T W E E N P R E V I O U S LY EXC LU D E D CO M M U N I T I E S A N D CA PI TA L M A R K E TS OUR PHILOSOPHY UNDERSTANDING OUR PROCESS We believe investment opportunities should not Our philosophy drives our investments proc
Slide 17: Investment companies and our operating model
A N D O U R O PE R AT I N G M O D E L E N S U R E S T H AT WE R E M A I N C LO S E TO INVESTMENT COMPANIES, BOTH DURING AND AFTER LISTING SHAREHOLDER EXECUTIVE PERFORMANCE CORPORATE ENGAGEMENT MANAGEMENT MANAGEMMENT and GOVERNANCE SUPPORT CAPITAL ALLOCATION • We foster collaborative relationships •
Slide 18: Altvest has reached several milestones so far
A N D A LT V E S T H A S R E A C H E D SEVERAL MILESTONES SO FAR 2021 May Incorporation of Altvest Capital ACOF receives its first institutional mandate, listing R20 million worth of Nov shares and receiving R80 million through its listed DMTN program 2022 Altvest Capital Ordinary Shares listed on t
Slide 19: Altvest has actively integrated ESG
A LT V E S T H A S A C T I V E LY INTEGRATED ESG I N T O E VE R Y PA R T O F T H E I N VE S T M E N T P R O C E S S INVESTMENT STEP ESG INTERGRATION Community input to ensure prospective investments represent Origination desired, yet unattainable, asset classes. Investment scorecard explicitly inclu
Slide 20: Annexure 2: More information on ACOF & pooled offerings
ANNEXURE 2 M O R E I N FO R M AT I O N O N ACO F & POOLED OFFERINGS
Slide 21: Altvest Credit Opportunities Fund (ACOF)
While our equity funding solutions have proven to be highly successful, not all SMEs require such long-term and strategic funding support Our solution is the Altvest Credit Opportunities Fund (“ACOF”) ACOF is a lending platform, providing affordable loans to SMEs to fund their growth
Slide 22: Introduction to the Altvest Credit Opportunities Fund
INTRODUCTION T O T H E A LT V E S T C R E D I T OPPORTUNITIES FUND WHAT IS ACOF? OUR BUSINESS FOCUSES ON DELIVERING ECONOMIC VALUE AND IMPACT TO 3 GROUPS ACOF specialises in providing smart funding solutions to SMEs by offering tailored funding for working capital, asset finance, and energy projects
Slide 23: Key fund highlights
KEY FUND HIGHLIGHTS PRICING IMPACT PRODUCTS RETURNS Our loans are priced between Our impact credentials can lower Structured finance with a focus on • Debt: SA Prime +2% 18%-28%a.p.r, based on the product the borrowing cost for SMEs by up to working capital, asset-backed finance • Equity: IRR = c 26
Slide 24: Early impact
EARLY IMPACT : WE’VE MADE A SIGNIFICANT IMPACT IN OUR FIRST 15 MONTHS OF OPERATIONS, FULLY DEPLOYING OUR 1ST MANDATE & IN THE PROCESS OF DEPLOYING THE 2ND Funding Telecommunications Wellness Wholesale and Retail Trade 4% 1% Recreational Activities 5% 4% Casual Dining to 30 SMEs 4% Agriculture and Fi
Slide 25: ACOF investment structure
ACOF INVESTMENT STRUCTURE ACOF WILL AIM TO RAISE DEBT AND EQUITY CAPITAL VIA LISTED MARKETS, AND ON-LEND THAT CAPITAL TO SME’S, WITH PREFERENCE GIVEN TO WOMEN-OWNED AND/OR MANAGED AND/OR STAFFED BUSINESSES IN SOUTH AFRICA ASSET MANAGEMENT FUND MANAGER ORDINARY SHAREHOLDING AGREEMENT DEBT FUNDING ALT
Slide 26: Investment terms
INVESTMENT TERMS Fund Structure Structure Open - ended Fund Manager Altvest Capital Ltd Subscription Method Equity/DMTN Program Instrument - Direct Ord & Pref Shares & Debt Notes Redemption Notice None Basic Terms Ordinary Altvest Class C Debt Shareholding (ALV C) Funding Target Capital Raise Up to
Slide 27: ACOF has collaborated with the JSE and MTN
SO FAR ACOF HAS COLLABORATED WITH THE JSE AND MTN ACOF AIMS TO BROADEN SME ACCESS TO FUNDING AND MENTORSHIP The JSE has partnered with the Western Cape government to support SMEs with funding solutions. ACOF participates in this programme as a capital provider. The programme allows ACOF to: • Provid
Slide 28: How to access pooled portfolios - Altvest Wealth
W TO ACCESS POOLED PORTFORLIOS - ALTVEST WEALTH t Wealth is an integrated, technology-enabled, platform that provides our retail investors with access to a of investment HOW TO opportunities ACCESS POOLED PORTFORLIOS ALTVEST WEALTH ALTVEST WEALTH IS AN INTEGRATED, TECHNOLOGY-ENABLED, PLATFORM tvest
Slide 29: Building financial futures with Altvest Wealth
BUILDING FINANCIAL FUTURES WITH ALTVEST wealth WHAT WE DO: ALTVEST WEALTH IS THE FINANCIAL PLANNING AND ADVISORY ARM OF ALTVEST CAPITAL, DELIVERING FUTURE-FOCUSED FINANCIAL SOLUTIONS ACROSS RETIREMENT, INSURANCE, AND ALTERNATIVE INVESTMENTS. WE HELP CLIENTS PROTECT AND GROW THEIR WEALTH THROUGH: Reg
Slide 30: Our pooled portfolios
OUR POOLED PORTFOLIOS ALTVEST OPPORTUNITIES FUND Equity building block offering diversified exposure to alternative investments ALTVEST GROWTH FUND A Regulation 28 compliant mid-high risk balanced portfolio
Slide 31: Altvest Opportunities Fund
ALTVEST OPPORTUNITIES FUND EQUITY BUILDING BLOCK OFFERING DIVERSIFIED EXPOSURE TO ALTERNATIVE INVESTMENTS. Investment Advisor: Altvest Capital Ltd 27 Four Investment Managers (Pty) Ltd, Investment Manager: a category il licensed financial service provider, FSP No: 31405 Fund Legal Structure: Life Po
Slide 32: Altvest Opportunities Fund
ALTVEST ALTVEST OPPORTUNITIES Altvest provides for the investment into and secondary market trading of SPV’s owning single institutional OPPORTUNITIES grade assets, thereby revolutionizing the private equity market. Altvest transforms the Opportunities for private equity deal participation by a reta
Slide 33: Altvest Opportunities Fund: sector allocation and fund information
ALTVEST OPPORTUNITIES FUND POTENTIAL SECTOR ALLOCATION FUND INFORMATION Altvest Capital has curated a basket of Private Equity and SME opportunities and will continue 14.20% FINANCIAL SERVICES to enhance the diversity of investments to generate superior risk-adjusted returns. 8.28% PROPERTY 6.51% HO
Slide 34: Annexure 3: Altvest executive committees & board of directors
ANNEXURE 3 A LT V E S T E X E C U T I V E C O M M I T T E E S & BOARD OF DIRECTORS
Slide 35: Directors
A LT V E S T C A P I T A L DIRECTORS In order to drive our best practices, our team is well conceptualised. We understand that, in order to succeed, we must attract the right people to our firm. As such, our board is rich with experience. STAFFORD MASIE BRIGHT KHUMALO INDEPENDENT CHAIR INDEPENDENT N
Slide 36: Directors
A LT V E S T C A P I T A L DIRECTORS In order to drive our best practices, our team is well conceptualised. We understand that, in order to succeed, we must attract the right people to our firm. As such, our board is rich with experience. KHAYA SITHOLE NORMA SEPHUMA INDEPENDENT NON EXECUTIVE LEAD IN
Slide 37: ACOF external investment committee
ACOF EXTERNAL INVESTMENT COMMITTEE The Altvest Credit Opportunities Fund Board of Directors brings an exceptional level of experience, diversity, track record and energy. SNOWY MASAKELE MAZVITA MARADZIKA INVESTMENT SPECIALIST STRUCTURED FINANCE • 20+ years of experience in Institutional Capital rais
Slide 38: ACOF external investment committee
ACOF EXTERNAL INVESTMENT COMMITTEE The Altvest Credit Opportunities Fund Board of Directors brings an exceptional level of experience, diversity, track record and energy. LAURA DEERING AMANDA KABAGAMBE DISTRESSED DEBT INTERNATIONAL STRUCTURED FINANCE • 16+ years experience in Principal Investments,
Slide 39: ACOF internal investment committee
ACOF INTERNAL INVESTMENT COMMITTEE The Altvest Credit Opportunities Fund Board of Directors brings an exceptional level of experience, diversity, track record and energy. WARREN WHEATLEY TATUM KESHWAR • 20 + years of experience across Asset Management, Private Equity, Banking and Institutional Capit
Slide 40: ACOF internal investment committee
ACOF INTERNAL INVESTMENT COMMITTEE The Altvest Credit Opportunities Fund Board of Directors brings an exceptional level of experience, diversity, track record and energy. REGGIE DLAMINI NICOLAS MUGISHA • 15+ years of experience in Corporate and Commercial Law. • ~ 10 + years of experience in Managem
Slide 41: ACOF board of directors
ACOF BOARD OF DIRECTORS The Altvest Credit Opportunities Fund Board of Directors brings an exceptional level of experience, diversity, track record and energy. NORMA SEPHUMA EWA HARCOURTWOOD • 20 + years of experience in Academia, Banking and Development Finance. • 10 + years of experience in Princi
Slide 42: ACOF board of directors
ACOF BOARD OF DIRECTORS The Altvest Credit Opportunities Fund Board of Directors brings an exceptional level of experience, diversity, track record and energy. AKSHAY KARAN WARREN WHEATEY • 10 + years of experience in Investment Banking and Management Consulting. • 20 + years of experience across As
Slide 43: Altvest & ACOF execution team
A LT V E S T & A C O F EXECUTION TEAM WARREN WHEATLEY TATUM KESHWAR • 20+ years of experience across Asset Management, Private Equity, Banking and Institutional Capital Markets • 10+ years of experience in Media, Marketing and Behavioural Finance. • CA(SA), CFP, Post Graduate Diploma in Corporate Fi
Slide 44: Altvest & ACOF execution team
A LT V E S T & A C O F EXECUTION TEAM SHEENA SINGH REGGIE DLAMINI-CONSULTANT • ~20 years of experience in Banking, Operations and Process Optimization. • 15+ years of experience in Corporate and Commercial Law. • Bachelor of Commerce in Business Administration (NQF 7). • BA(Hons), LL.B, Advanced Com
Slide 45: Altvest & ACOF execution team
A LT V E S T & A C O F EXECUTION TEAM JONATHAN PHILLIPS NATALIE CUMBERLEGE EDUCATIONAL QUALIFICATIONS • 20+ years in business development, client relations, and audience growth • BCom Accounting, University of Johannesburg (2014). • 10+ years in executive leadership roles within the media/eventing a
Slide 46: Altvest & ACOF execution team
A LT V E S T & A C O F EXECUTION TEAM TYMICAH NAIDOO GENNA-LEE PEACOCK • BCom in Actuarial Science (Quantitative Finance), University of Cape Town • Media and Marketing at Altvest Capital (Aug 2024 – Present) • Allan Gray Orbis Foundation Fellow, focused on entrepreneurship and social impact • 2 Yea
Slide 47: Staff statistics
STA F F STATISTICS FULLY COMPLIANT KING IV board BEE Level 2 AVERAGE AGE OF EXECUTION TEAM: 36 AVERAGE AGE OF NON-EXECUTIVE BOARD MEMBERS: Over 47 OVER 200 years OF COMBINED EXPERIENCE 72% BLACK STAFF
Slide 48: Annexure 4: Additional company information
ANNEXURE 4 A D D I T I O N A L CO M PA N Y I N F O R M AT I O N
Slide 49: Altvest ownership structure
A LT V E S T O W N E R S H I P STRUCTURE Tatum Keshwar Investments Proprietary Limited, the investment holding company for Ms T SHAREHOLDERS SHARES HELD % Keshwar, holds a 16.95% interest in Altvest Capital upon the Listing Date pursuant to a subscription WGW Capital (Pty) Ltd 3,416,246 31% agreemen
Slide 50: Level Two B-BBEE verification
WE ARE LEVEL TWO B-BBEE AND EXPECT TO BE LEVEL 1 ON OUR NEXT REVIEW B-BBEE GENERIC ENTERPRISE VERIFICATION COMPLIANCE CRITERIA RESULTS VERIFICATION CERTIFICATE Black Ownership 58.80% Documents Reference No. F020-01 Awarded to: Altvest Capital LTD Registration No: 2021/540736/06 Black Woman Ownership
Slide 51: General information
GENERAL INFORMATION REGISTERED NAME ALVEST CAPITAL Registration Number 2021/540736/06 Registration Address Block B, 66 Rivonia Road Chislehurston, Sandton Gauteng 2146 Website altvestcapital.co.za BBE Level Level 2 Tax Number 9618362199 VAT Number 4950300329 Share Codes Altvest Capital - ALV Umganu
Slide 52: Confidentiality disclaimer
CONFIDENTIALITY DISCLAIMER This confidential document has been prepared by Altvest Credit Certain statements in this document (other than the statements of historical fact) may contain forward- Opportunities Fund Proprietary Limited (“Altvest Credit”).This document looking statements regarding Altve
Slide 53: Subscribe to our newsletter / Contact us
Subscribe to our Newsletter: Click Here Contact Us: info@altvestcapital.co.za | +27 11 123 4567 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 issu