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Generate additional income – Entrepreneur IS

Entrepreneurs subject to income tax often seek to supplement their income outside of their business activities without disrupting their cash flow or relying exclusively on "one-off" dividends. Building a complementary, progressive, and diversified source of cash flow becomes a key objective. Private equity makes it possible to organize a path for value creation, followed by distributions at maturity, based on a multi-vintage approach.
Customer context
Horizon
10 to 20 years
Objective:
Structuring complementary cash flows through a corporation subject to corporate income tax
Available capital:
≥ $300,000 – $400,000
The objectives
Implement a strategy that, once mature, will generate distributions that can constitute additional income (net of income tax/net distributable income depending on the terms and conditions), while diversifying the entrepreneur's assets.

Re-Up via Odyssey

The Re-Up program via Odyssey by investing each year across several vintages, entrepreneurs build up gradual exposure to private equity. Starting with a mature portfolio (around year 7), distributions from the first vintages can help finance future calls, limiting the additional cash flow required.

Strategic architecture

Consistent annual commitment

Regular commitment discipline allows for a smoother entry and avoids concentrated investment in a single cycle.

Time-limited funding effort

As capital calls are progressive, cash flow is mobilized in stages, facilitating financial planning at the company level.

Progressive self-financing of the portfolio

When the first vintages are distributed, the cash flows can help finance new calls while maintaining exposure—and paving the way for a phase of more regular distributions.

Steering via simulation

The trajectory can be constructed from:

  • Available capital
  • Target capital at a given time horizon
  • Target income

Projections can be expressed as gross, net of income tax, or net distributable to partners. The model distinguishes between company-level performance and the impact of a distribution.

Taxation: gains realized are included in taxable income. Any distribution may result in additional taxation at the personal level.

The advantages for investors

  • A structured “off-balance-sheet” strategy: building a second core asset.
  • Potential cash flows at maturity: can be modeled as gross, net of income tax, or net distributable.
  • Long-term diversification: exposure to the real economy, less correlated with listed markets.

The graphic illustration or result presented is not a reliable indicator of future performance. The evolution of values may differ from what is shown, either upward or downward. Gains and losses may exceed the amounts shown in the most favorable and most unfavorable scenarios, respectively. Past performance is not indicative of future results. The applicable tax treatment depends on your individual circumstances. The Re-up program does not constitute an automatic subscription offer or a contractual commitment. Annual subscription to a new Vintage the Odyssey range Odyssey entirely optional and must be the subject of a separate investment decision, based on the regulatory documents of the fund concerned and the individual circumstances of the investor.

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Our use cases

Building PE capital - IS
Horizon
10 to 20 years
Target
Capitalize on long-term private equity investments through phased commitments over time and across market cycles
Available capital
≥ $300,000 – $400,000
See the use case
Create liquid capital - IR
Horizon
10 to 20 years.
Target
Design an investment strategy aimed at generating liquid capital at the target maturity date
Available capital
≥ $300,000 – $400,000
See the use case
Create liquid capital - IS
Horizon
10 to 20 years.
Target
Develop an investment strategy with a phased exit to rebuild liquid capital
Available capital
≥ $300,000 – $400,000
See the use case
Structuring family protection – IR
Horizon
10 to 20 years.
Target
Establish a secure and sustainable source of income for the family
Available capital
≥ $300,000 – $400,000
See the use case
Aiming for additional income – IS entrepreneur
Horizon
10 to 20 years
Target
Determine the path based on a target additional income stream
Available capital
≥ $300k–$400k (at the company level)
See the use case
Structuring your retirement within the framework of an IS holding company
Horizon
10 to 20 years
Target
Utilizing the cash reserves of a family-owned business to prepare for retirement
Available capital
≥ $300,000 – $400,000
See the use case
Transferring structured capital – IS
Horizon
10 to 20 years
Target
Structuring the transfer of capital through a holding company subject to corporate income tax
Available capital
≥ $300,000 – $400,000
See the use case
Aiming for retirement income for high-income profiles
Horizon
10 to 20 years
Target
Calculate pension contributions based on a target retirement income
Available capital
≥ $300,000 – $400,000
See the use case
Transferring income - IS
Horizon
10 to 20 years
Target
Structuring distributable cash flows through a corporation subject to corporate income tax
Available capital
≥ €300,000–€400,000
See the use case
Preparing for retirement for high-income earners
Horizon
Over 10 years
Target
Planning for retirement with peace of mind in a changing world
Available capital
≥ $300,000 - $400,000
See the use case
Transferring income – IR
Horizon
10 to 20 years
Target
Establishing intergenerational transfer mechanisms
Available capital
≥ $300,000 – $400,000
See the use case
Building PE capital - IR
Horizon
10 to 20 years
Target
Capitalize through the gradual reinvestment of distributions over the long term
Available capital
≥ $300,000 – $400,000
See the use case
Aiming for a retirement income stream within the framework of an IS holding company
Horizon
10 to 20 years
Target
Determine the financial commitments needed to maintain your standard of living in retirement
Available capital
≥ $300,000 – $400,000
See the use case
Structuring retirement for high-income profiles
Horizon
10 to 20 years
Target
Turn available capital into a source of future income
Available capital
≥ $300,000 - $400,000
See the use case
Aim for a family income - IR
Horizon
10 to 20 years
Target
Set a target level for supplemental family income
Available capital
≥ $300,000 – $400,000
See the use case
Transferring structured capital – IR
Horizon
10 to 20 years
Target
Planning for a phased transfer of structured capital
Available capital
≥ $300,000 – $400,000
See the use case

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Whether you want to understand our solutions, integrate unlisted assets into your asset allocation, or become a partner, we are available to answer your questions and guide you toward the best options for your situation.
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It should be noted that past performance is not indicative of future results and is not consistent over time.
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Private investors who have already invested in Altaroc who have a minimum investment capacity of €100,000.
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Individual investors with an investment capacity of less than €100,000.
Individual investors with an investment capacity of less than €250,000.
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Pension funds, retirement funds, asset management firms, and single-family offices.
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