FAQS
Frequently Asked Questions
INVESTOR PROGRAM
Questions about Investor Program
Sinober combines financial expertise, proprietary investment methodologies, technology and AI-assisted analysis to help investors better understand markets, evaluate opportunities and structure their own portfolios. Unlike traditional wealth managers, Sinober operates on a non-custodial basis, meaning clients retain control of their assets and make their own investment decisions.
The program begins by understanding the client’s objectives, investment horizon, experience, risk parameters, portfolio structure and areas of interest. These inputs are used to tailor the market analysis, illustrative portfolio structures, educational content and ongoing support provided through the program.
No. Sinober operates on a non-custodial basis and does not take possession or control of client assets. Clients maintain their investments with their chosen broker, custodian or financial institution and remain responsible for all investment decisions and transactions.
Sinober’s analysis can include public equities, ETFs, fixed-income and income-oriented instruments, commodities, selected digital assets and other areas of the global financial markets. Coverage is adapted to the client’s objectives, interests and investment parameters.
Sinober can provide illustrative portfolio structures and distributions based on the objectives and parameters established with the client. These are intended to support independent evaluation and decision-making rather than direct or execute transactions.
Yes. Where appropriate, the Investor Program can incorporate analysis of digital assets, including market trends, project fundamentals, portfolio exposure, infrastructure considerations and risk.
The frequency depends on the Investor Program selected. Reviews can range from annual to quarterly or monthly, with higher tiers providing more frequent portfolio analysis and ongoing support.
The Investor Program is designed for individuals who want a more structured approach to understanding markets, building portfolios and making investment decisions while retaining control of their own assets.
Yes. The program can support investors who are still developing their knowledge by combining market analysis with educational guidance and structured investment frameworks.
Yes. More experienced investors can use Sinober to complement their own research, explore additional strategies, evaluate portfolio positioning and access a broader perspective across markets and asset classes.
No. Clients keep their assets with their existing or preferred broker or custodian. Sinober does not require assets to be transferred to the company.
Yes. Sinober takes a global approach to financial markets and can incorporate investments and market exposure across multiple regions, sectors and asset classes where appropriate.
Sinober does not require clients to transfer or place assets under management. The suitability of a particular Investor Program depends more on the client’s objectives, level of engagement and investment needs than on a specific portfolio size.
CFO SOLUTIONS
Questions about CFO Solutions
CFO Solutions helps businesses make better-informed decisions about how capital is used today and how future growth is financed. The service combines financial analysis, capital strategy, treasury considerations, investment intelligence and structured planning tailored to the needs of the business.
Sinober focuses on specific strategic financial and capital decisions rather than replacing a company’s day-to-day accounting or finance function. This allows businesses to access specialized financial expertise and analytical capabilities without necessarily building the same resources internally.
CFO Solutions can support businesses at different stages of development, from startups and growing companies to established organizations evaluating capital allocation, expansion, investment decisions or future financing requirements.
Sinober can support companies in preparing for future financing by evaluating capital requirements, financial structures, business plans, investment scenarios and funding strategies. Where relevant, Sinober can also help businesses better position their financial story and supporting materials.
Depending on the engagement, CFO Solutions can cover areas including capital allocation, cash and treasury strategy, financial planning, investment analysis, growth financing, capital structure, business planning, risk assessment and selected corporate finance matters.
Yes. Sinober can help companies evaluate how available cash, earnings and other financial resources may be deployed across liquidity, reserves, business investment and other strategic uses based on the company’s objectives and operating requirements.
Yes. For startups and early-stage companies, Sinober can help establish financial frameworks, evaluate capital requirements, plan future funding needs and support decisions around growth and investment priorities.
Yes. Established businesses can use CFO Solutions to evaluate capital allocation, treasury strategy, expansion opportunities, investment decisions, financing structures and longer-term growth plans.
Yes. Sinober can help businesses develop structured financial roadmaps that connect current operating requirements with future investment, financing and growth objectives.
Engagements are structured according to the scope and complexity of the company’s needs. Clients can select from defined service solutions or discuss a bespoke engagement for requirements that fall outside the standard scope.
Yes. Sinober can structure bespoke solutions around specific financial, investment or capital-related requirements when the company’s needs do not fit within one of the standard CFO Solutions packages.
INVESTMENTS & PROJECTS
Questions about Sinober’s Investments & Projects
No. The investments and projects presented on Sinober’s website are shown as examples of the firm’s private investment activity and sector exposure. They are not presented as opportunities available through the Investor Program or as solicitations to invest.
Sinober’s private investment activity spans areas such as technology and AI, energy, natural resources, mining, industrial projects, infrastructure and selected opportunities in sectors including agriculture, education and healthcare.
Sinober takes an international approach, with investment activity and relationships spanning multiple markets across the Americas, Europe, the Middle East and Asia. Geographic exposure varies according to the individual project and opportunity.
Sinober evaluates opportunities based on factors such as business fundamentals, sector dynamics, long-term potential, financial structure, risk, market conditions and the quality of the underlying project or company.
They are presented to give visitors a clearer view of Sinober’s investment activity, the sectors and markets in which the company has participated, and the breadth of projects that form part of its broader financial ecosystem.
