Portugal Investment 1
Open-ended private equity & venture capital fund focused on value creation in unlisted Portuguese SMEs and mid-caps via special-situations investments, structured to satisfy Portuguese Golden Visa requirements.
Minimum Investment
€500,000
Target Return
8-11% annualized
Fund Size
55 Million EUR
Term
6 years
Established
2021
Regulated By
N/A
Location
Portugal
Proprietary Risk Assessment
Our comprehensive risk scoring methodology evaluates funds across multiple dimensions
Overall Risk Score
Low Risk
Key Assumptions & Mappings
Disclaimer: This proprietary risk assessment is for informational purposes only and should not be considered as investment advice. Risk scores are based on our internal methodology and may not reflect all relevant factors. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
Investment Processing Timeline
Expected processing time: 13-21 days
Initial Review
1-2 daysDocument verification and preliminary assessment
Due Diligence
3-5 daysBackground checks and compliance verification
Golden Visa Review
5-7 daysImmigration compliance and eligibility verification
Regulatory Approval
3-5 daysFund-specific regulatory compliance review
Final Approval
1-2 daysInvestment committee review and final approval
Important Notes
- • Processing times are estimates and may vary based on application complexity
- • Additional documentation requests may extend processing time
- • Peak periods may result in longer processing times
- • We'll keep you updated at each stage of the process
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About the Fund
Portugal Investment 1 is an open-ended private equity and venture capital vehicle sponsored by Saratoga Capital Partners, targeting unlisted Portuguese SMEs and mid-caps undergoing financial restructuring, ownership succession, or operational transitions. The fund leverages Saratoga's in-house operational expertise and hands-on approach to unlock value through equity and fully secured private debt, with capital market placements via blue-chip providers to maintain secondary-market liquidity. Sector-agnostic and return-driven, it invests across industrial, production, and information-technology verticals, aiming for an annualized return of 8–11% over the investment cycle. Investors must commit at least €500,000 and maintain their holding for six years to qualify for the Portuguese Golden Visa, after which they may transfer ownership to third parties or exit tax-free.
Important Notice for Investors
Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
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Optimize Portugal Golden Opportunities Fund
Open-ended UCITS-compliant balanced fund investing in Portuguese listed equities and bonds, offering daily liquidity and eligibility for the Portuguese Golden Visa.
ROI Calculator for Portugal Investment 1
Minimum: €500,000
Fund target: 8-11% annualized
Important Legal Disclaimer
This calculator is for illustrative purposes only and does not constitute investment advice. Actual returns may vary significantly and are not guaranteed. Past performance does not predict future results. Investment in funds involves risk, including the possible loss of principal. Please consult with qualified financial advisors before making investment decisions. The expected returns shown are targets only and may not be achieved.