Please keep downloaded documents and materials confidential. Please contact us at info@instrumentcapital.com with any questions. Current posted content should not be construed as solicitation.

Summary Details

Maximum Offering: $100,000,000
Investor Limit: 99 accredited investors (excluding QPs)
Management Fee: 2%
Carry: 20%
Minimum Investment: $50,000
Status: Open by February 15, 2018



Complete Subscription Booklet

Steps to Invest:

1) Qualify

You must be accredited to invest in Instrument Capital's Fintech Fund I and will be asked obtain the signature of a Third Party Verifier. Suggested verifiers include an individual that is a Registered Investment Advisor, Licensed Attorney, Qualified Administrator, or a Certified Public Accountant. There are also online self-certify to third party letter options but we do not endorse any specific one; please do your own research if this method is chosen. We require you to submit the name and email of your designated Third Party Verifier and a DocuSign form will be sent to them automatically for signature.

“Accredited Investors” is as defined in Rule 501 of Regulation D under the Securities Act of 1933. For individuals to be accredited, their net worth must exceed $1,000,000 excluding the value of their primary residence, or their individual income for each of the two most recent years must be in excess of $200,000 (or $300,000 when combined with that person’s spouse).

2) Diligence

Keep our materials confidential. Read through our Investor deck and our Private Placement Memorandum. We are happy to answer your questions or provide assistance on your Subscription Booklet submission. Reach out to us directly at info@instrumentcapital.com.

3) Submit

Click the "Complete Subscription Booklet" button and fully fill in the required fields. Submit the packet through DocuSign. We will send you verification once we receive your signed Subscription Booklet and again when we receive your wire. Once your payment is received, your investment is considered complete. We are not able to hold your spot if you do not complete the all steps.

Complete Subscription Booklet

Current Portfolio:

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Description: Personal finance digital assistant powered by artificial intelligence.
Management Team: Cristian Oliveira (CEO) and Lucas Moraes (CMO).
Website: Olivia.ai
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Round: Seed convertible note
Description: Cognomos is the maker of Course Match, a software suite that applies Nobel prize-winning economics to create efficient and fair schedules for organizations and their stakeholders. The first commercial application of Course Match is student class schedules in higher education. Course Match has gained $95,000 in annual reoccurring revenue since its launch in summer of 2017 and anticipates closing on an additional $225,000 in the following months. Company founders include Matt Boulos (CEO, JD from Harvard Law School), Abe Othman (CTO, PhD from Carnegie Mellon), and Eric Budish (Professor of Economics at the University of Chicago, PhD from Harvard University). The optimization engines behind Course Match work in a variety of settings where many schedules are possible for a set of users.
Management Team: Matt Boulous (CEO), Abe Othman (CTO), Eric Budish (Chief Scientist)
Website: Cognomos.com
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Asset: Patent-pending
Description: Instrument Capital holds the rights to a patent-pending personalized investment system.

Website: Systems and methods for personalized investment allocation

Risks & Disclosures

This Offering is being made solely to accredited investors who accept the responsibility for conducting their own analysis of the investment and consulting with their professional advisors with respect to their analysis of this investment. All documents referred to in this material are available upon request and should be reviewed by you and your advisors for a complete understanding of their provisions. Early-stage companies are risky investments, not suitable for all investors. “Accredited Investors” is as defined in Rule 501 of Regulation D under the Securities Act of 1933. For individuals to be accredited, their net worth must exceed $1,000,000 (excluding the value of the Investor’s primary residence) or their individual income for each of the two most recent years must be in excess of $200,000 (or $300,000 when combined with that person’s spouse). Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and this fund involves substantial risk of loss, including loss of all capital invested. Moreover, you should not assume that any of the above content serves as the receipt of, or as a substitute for, personalized investment advice.