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Private Equity

The Re-Up Program

The ongoing wealth management investment strategy in private equity
The Re-Up program draws on the Vintage funds Vintage Altaroc Odyssey lineAltaroc offer private investors a continuous strategy—inspired by institutional practices—aimed at building a diversified, self-financing portfolio.
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Invest in the Odyssey line every year

The Re-up program allows investors to adopt an institutional strategy by investing annually in the Odyssey Vintage , ensuring diversification over time, mitigating market cycles, and providing optimized access to the best opportunities.

How the Re-Up Program works

Years 1 to 6 | A virtuous cycle
Dividends from Vintage offerings help finance new fundraising campaigns.
Year 7 | An optimized financial relay
Distributions from Vintage offerings fully fund the capital calls for Vintage offerings, without the need for additional cash.
Years 8 to 10 | A lever for performance
Distributions from Vintage funds are sufficient to fully cover capital calls for Vintage funds and, at the same time, generate excess cash flow that can amount to as much as 70% of the annual commitment starting in the tenth year.

Example for a €100,000 investment

An investor who anticipates a decline in income upon retirement and wishes to establish, within the next 10 years, a recurring supplemental income of €70,000 gross may consider the Re-Up program a suitable solution for gradually building this source of income
Investing in private equity involves risks of capital loss and liquidity. Past performance is not indicative of future results. Minimum subscription amounts vary by jurisdiction and client category. For more information, please contact your partnership manager. 
Chart showing the change in total assets and annual and cumulative cash flows over 20 years, including capital calls and distributions of €60,000 per year.

Re-Up: mechanisms and role in building private equity portfolios

The advantages of Re-Up

Re-Up is an asset structuring tool designed to address three major challenges in private equity.
1

Reducing market timing risk

Investing across Vintage spreads exposure across different phases of the economic cycle. This approach reduces entry risk and enhances the portfolio’s resilience over time.
2

Being continuously exposed to private equity

Reinvesting in new Vintage funds Vintage investors to maintain a long-term exposure to the asset class. This strategy helps avoid periods of under-exposure between cycles.
3

Make cash flow more predictable

Diversifying across multiple Vintage capital calls and distributions. This structure improves the transparency and management of cash flows over time.

Re-Up Simulator

Help your clients structure their Re-Up strategy and illustrate, in an educational and concrete way, the formation and evolution of their Private Equity portfolios using our dedicated simulator.

A flexible wealth management strategy

Re-Up adapts to every wealth management strategy.

Preparing for retirement

A long-term approach that allows you to diversify your investments and grow your capital for retirement.

Generating additional income

A progressive allocation strategy that promotes the creation of a diversified and sustainable portfolio.

Long-term capital growth

Progressive investment solutions to build diversified wealth with a sustainable outlook.

Wealth transfer

A wealth management strategy tailored to preparing and transferring wealth over time.
Sector specialization is a key driver of sustainable long-term alpha generation.

Altaroc Platform

Altaroc supports its partners and investors at every stage of the private equity investment lifecycle through a secure digital platform designed to meet the highest institutional standards.
This ecosystem is supported by expert teams dedicated to each partner, ensuring personalized follow-up, ongoing training, and structured support over time.
Altaroc interfaceAltaroc training modules and a financial results simulator with customizable charts and settings.
Commercial communication of a promotional nature
It should be noted that past performance is not indicative of future results and is not consistent over time.
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Financial intermediary or professional investor
Financial advisors, wealth managers, private bankers, or any other investment service providers.
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Private investors who have already invested with Altaroc or who have a minimum investment capacity of €100,000.
Private investors who have previously invested in Altaroc who have a minimum investment capacity of 200,000 euros.
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Individual investors with an investment capacity below €100,000.
Retail investors with an investment capacity of less than 200,000 euros.
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Pension funds, retirement schemes, asset management companies, and single-family offices.
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