Eligibility
Who qualifies for access
allswiss transactions are available exclusively to qualified investors as defined under the Swiss Collective Investment Schemes Act (CISA, Art. 10) and equivalent European regulatory frameworks. This is not a restriction of convenience — it is a structural requirement of the instruments we offer.
If you are uncertain whether your institution qualifies, please contact us. We will verify eligibility as part of the onboarding process at no cost or obligation.
Institutional Investors
Pension funds, insurance companies, regulated asset managers, sovereign wealth funds, central banks
Professional Clients
Licensed financial intermediaries, securities dealers, fund management companies, banks
Large Enterprises
Companies meeting at least two of: balance sheet ≥ CHF 20 million, net revenue ≥ CHF 40 million, equity ≥ CHF 2 million
High Net Worth Individuals
Private investors with verifiable financial assets ≥ CHF 500,000 and explicit opt-in declaration under Art. 10 para. 3ter CISA
Current Offering
Five instrument categories
Real Asset Debt
Senior secured and mezzanine debt instruments backed by Swiss and European real estate, maritime, and aviation assets. Bilateral, documented to institutional standards.
Schuldscheindarlehen
German-law promissory notes (SSD) as a lean, transferable private debt instrument — no prospectus, bilateral execution, real asset security.
Structured Co-Investments
Equity and hybrid co-investments alongside allswiss management — fully aligned interests, bespoke documentation, institutional reporting from day one.
Maritime & Aviation ABS
Asset-backed securities and loan participations in shipping and commercial aviation assets — hard collateral, contracted income, institutional security packages.
Swissroxx Energy & Digital Infrastructure Fund I
A dedicated institutional fund vehicle targeting grid-scale battery energy storage (BESS) and AI data centre infrastructure across DACH and Central Europe. €10 bn+ development pipeline, managed through Swissroxx Capital AG.
Onboarding
Six steps to first transaction
Access Request
Submit a request via the contact form or directly by email. We verify qualified investor status before sharing transaction materials.
NDA & KYC
A mutual NDA is executed and KYC documentation is collected in line with Swiss AML requirements (GwG). Typically completed within 3–5 business days.
Opportunity Review
Access to current transaction memoranda, key facts sheets, and independent valuation summaries for live opportunities matching your mandate.
Due Diligence
Full due diligence pack provided: legal documentation, independent valuation, financial model, and direct access to the allswiss management team.
Term Sheet
Bilateral term sheet agreed covering amount, tenor, pricing, security, and conditions precedent. Non-binding until documentation is executed.
Closing
Legal documentation executed, security perfected, funds disbursed. Asset-level reporting commences immediately after closing.
FAQ
Common questions answered
Detailed answers to the most common institutional investor questions — eligibility, reporting, documentation, and tax treatment.