May 11, 2023

CrowdFundMe has launched ‘CFM for Private Banking,’ a personalized service that can be activated through just a few clicks in a dedicated online section, providing access to PIR-compliant solutions and tax benefits. Thanks to this initiative, finance professionals can agree with CrowdFundMe management on a personalized collaboration aimed at identifying the best investment opportunities for their clients. Read more details about the service for financial advisors and assets managers launched by CrowdFundMe and be the first to find the most important business news of the day with our companion app Born2Invest. One of the main advantages is to be able to diversify the portfolio with so-called tax-efficient alternative assets while investing in the real economy Specifically, the portal offers both equity and coupon-yielding solutions, ranging from investments in innovative startups and SMEs, which allow them to benefit from the 30 percent tax deduction, to underwriting minibonds, and real estate lending (through its subsidiary Trusters). “The synergy between alternative and traditional finance opens up new frontiers for investment professionals and their clients,” says Tommaso Baldissera Pacchetti, CEO of CrowdFundMe. “The opportunities offered by our portal allow for portfolio diversification and access to a highly efficient tax relief regime, with different solutions in terms of risk-return ratio. Tax benefits when using CrowdFundMe The Italian tax framework is particularly favorable to alternative finance. In addition to the tax deductions, investing through CrowdFundMe in innovative companies provides an exemption from capital gains taxes in case of Exit, provided the capital gain is reinvested and in compliance with the requirements. Application of the PIR tax regime allows the holder to enjoy exemption from taxation for financial income from investments included in the plan, provided the investments are held for at least five years. Full details of ‘CFM for Private Banking’ will be presented during an event reserved for savings and investment advisors at Ceresio 7 (Milan, Via Ceresio 7) at 7 p.m. on June 13. The “NAV” of the portfolio of companies that have raised with CrowdFundMe The portal has proven over the years that it can generate value for investors, as issuing companies grow with better performance than the market average. This is confirmed by independent analysis by the Crowdinvesting Observatory of the Politecnico di Milano, whose Equity Crowdfunding Index, which tracks the revaluation of companies that have made rounds through Equity Crowdfunding, indicates 251 points for CrowdFundMe against an average of 175 points (data updated to April 2023). It also surpasses Competitor 1 (133 points) and Competitor 2 (230 points). __ DISCLAIMER: This article was written by a third party contributor and does not reflect the opinion of Born2Invest, its management, staff or its associates. Please review our  disclaimer  for more information. This article may include forward-looking statements. These forward-looking statements generally are identified by the words “believe,” “project,” “estimate,” “become,” “plan,” “will,” and similar expressions. These forward-looking statements involve known and unknown risks as well as uncertainties, including those discussed in the following cautionary statements and elsewhere in this article and on this site. Although the Company may believe that its expectations are based on reasonable assumptions, the actual results that the Company may achieve may differ materially from any forward-looking statements, which reflect the opinions of the management of the Company only as of the date hereof. Additionally, please make sure to read these  important disclosures . First published in  Crowdfunding buzz , a third-party contributor translated and adapted the article from the original. In case of discrepancy, the original will prevail. Although we made reasonable efforts to provide accurate translations, some parts may be incorrect. Born2Invest assumes no responsibility for errors, omissions or ambiguities in the translations provided on this website. Any person or entity relying on translated content does so at their own risk. Born2Invest is not responsible for losses caused by such reliance on the accuracy or reliability of translated information. If you wish to report an error or inaccuracy in the translation, we encourage you to contact us.