01
STANDARD
Standard Mandate
Standard Mandate provides a structured institutional allocation framework.
Minimum threshold$5,000.0012 months
Reporting protocolMonthly Performance Review
Request accessStandard Market Updates & Email Support
Capital onboarding & tiersA mandate shaped
A mandate shaped
around your threshold.
Custom asset-allocation frameworks configured around portfolio size, reporting demands and governance expectations.
ORION / INSTITUTIONAL FRAMEWORK
02
ADVANCED
Advanced Growth Mandate
Advanced Growth Mandate provides a structured institutional allocation framework.
Minimum threshold$10,000.0012 months
Reporting protocolWeekly Structural Reporting
Request accessPriority Analytics & Dedicated Advisory Lines
03
PRIVATE WEALTH
Private Wealth Tier
Private Wealth Tier provides a structured institutional allocation framework.
Minimum threshold$20,000.0012 months
Reporting protocolComprehensive Detailed Audits
Request access24/7 Concierge Support & Quarterly Strategic Board Meetings
04
JUNIOR
Junior Project Partner
Junior Project Partner is a configurable business participation framework for IT delivery, marketing and AI-enabled operations.
Minimum threshold$1,000.006 months
Reporting protocolSix-Month Project Review
Request accessIT project participation with proportional project-profit sharing
05
GROWTH BUSINESS
Growth Business Builder
Growth Business Builder is a configurable business participation framework for IT delivery, marketing and AI-enabled operations.
Minimum threshold$10,000.009 months
Reporting protocolMonthly Build Report
Request accessScaled staffing, marketing, AI automation and delivery operations
06
ENTERPRISE
Enterprise Custom
Enterprise Custom is a configurable business participation framework for IT delivery, marketing and AI-enabled operations.
Minimum threshold$25,000.0012 months
Reporting protocolWeekly Enterprise Reporting
Request accessCustom enterprise execution with adjustable teams, AI, marketing and delivery blocks
01
Private registration
Create a secure investor profile and submit your suitability details.
02
Mandate selection
Select an active tier and submit the intended capital allocation.
03
Compliance review
Management reviews identity, proof, terms and portfolio suitability.
04
Portfolio activation
Approved holdings, reports and performance records become visible in your portal.