HOW IT WORKS

Investments that
make a difference

Learn how Citizen Mint investments seek to maximize returns and positive change.

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Investing at Citizen Mint

Whether it’s energy independence, housing, senior secured lending, or tax-advantaged strategies, we believe private capital plays a critical role in addressing large-scale market needs. By expanding access to private markets, we enable more investors to participate in solutions that are shaping key sectors of the global economy.

Easy to start investing

Create your account

Take just a few minutes to sign up and access our growing catalog of investments.

Select investments​

Review investment opportunities and select the ones that align with you.

Watch your returns grow​

Keep an eye on the growth of your investment through comprehensive reporting data.

To be an Accredited Investor you must meet one of the following requirements:

  • Net worth, excluding primary residence, higher than $1 million.
  • Earned income above $200,000 a year ($300,000 if married) in each of the past two years.
  • Broker’s license in good standing (Series 7, 65 or 82).
  • If investing for a trust, total assets in the trust must total at least $5 million.

DISCLOSURE: Currently investments are only for accredited investors. Click the icon to learn more about accreditation requirements.

How does Citizen Mint select Investment opportunities?

We review hundreds of investments a year and pride ourselves sourcing and selecting only those that balance compelling risk-adjusted returns with diversification benefits uncorrelated to public markets.

The strength of our platform is grounded
in these three pillars

Due Diligence

We utilize a rigorous five-step process to evaluate all opportunities.

Expertise

We have decades of experience evaluating impact opportunities in the private markets.

Objectivity

We are never compensated for the investments on the platform.

Our due diligence process

Drawing from our extensive network of industry contacts and resources, we create a list of viable private market investments, eliminating all managers with operational or regulatory issues.

We conduct in-depth reviews of the thesis or business plan of each investment opportunity, including an analysis of market trends, financial returns, and the proposed positive values-alignment of the opportunity.

We evaluate all teams on key factors related to performance, including experience and reputation in the industry, operational history, investment skills, resource adequacy, personal motivation, and team structure and dynamics.

a. Review sponsor or managers track record on prior investments and funds, respectively

b. Review market trends, competitive environment, and industry analysis

c. If applicable, perform scenario analysis on investment opportunities.

d. If applicable, review the capital structure of a deal or fund

Other Resources: Regularly utilize industry specialists including market research firms, consultants, and competitors to assess issues that could have a material effect on investment performance. 

Background checks, reference calls, assessing the team’s financial and accounting capabilities, and talking with key vendors (valuation, fund administration, banking, accountants, etc.) to gain conviction that this management team can perform as expected over a long period of time.

Citizen Mint’s investment committee reviews re-review the risks involved, risk mitigation, and downside protection for investors. If we feel the risk versus return are sufficient, the investment is added to the platform.

FAQs

Citizen Mint provides direct access to well-vetted impact investments in the private markets.

Our Value-Add: Private market impact investments require a high level of vetting and due diligence, which the Citizen Mint team is especially well-equipped to provide.

Our investment team has decades of experience managing multi-billion-dollar portfolios at wealth management firms and large institutional asset managers.

Simply put, private investments are not traded on a public exchange. They are increasingly an area of focus for many impact investors as a way to diversify out of the public markets, while potentially helping to fund a higher level of impact and capturing a competitive market return.

Total assets invested in the private markets globally have grown dramatically over the last two decades, to $10 trillion as of the end of 2021. We do not see this growth slowing as many individuals and institutional investors continue to diversify into the private markets. Further, new opportunities are constantly arising in the private markets.

Citizen Mint is a way to participate in these new opportunities. Our platform presents private market investments that are accessible (have relatively low minimums) and which our research indicates are likely to provide material, measurable, and intentional positive impact on society or the environment as well as a solid financial return.

At the current point in time we accept investments from accredited investors, qualified purchasers and financial advisors acting on behalf of clients. We are fervently working on additional opportunities for non-accredited investors so stay tuned!

  • To be an Accredited Investor you must meet one of the following requirements:
    • Net worth excluding primary residence) higher than $1 million
    • Earned income above $200,000 a year ($300,000 if married) in each of the past two years
    • Broker’s license in good standing (Series 7, 65 or 82)
    • Assets in trusts totaling at least $5 million
  • To be an Qualified Purchaser (QP) you must meet one of the following requirements:
    • $5 million or more in investments, either independently or with a spouse
    • Family with $5 million or more invested through a company, estate, trust or nonprofit set-up for their benefit
    • Discretionary control of at least $25 million

Citizen Mint charges an assets under management fee which can range from 0.5% to 2% based on the complexity of the underlying opportunity. We try to keep fees low and look to negotiate with our sponsors and managers to reduce the ultimate fee charged to the Citizen Mint community.

Get access now

Sign up now to access private market investments on Citizen Mint’s platform.