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Funderbeam Index

Funderbeam Index

Last updated on December 13, 2022

Funderbeam is excited to offer an index to help easily show the overall performance of the companies currently trading on the platform. For those unsure of what an index is, it is described as: “A method to track the performance of some group of assets in a standardized way. Often, indices serve as benchmarks against which to evaluate the performance of a portfolio’s returns.” (Source: Investopedia)

The Funderbeam Venture Index

What is it?

The Funderbeam Venture Index is a “Price Return Index” which means it will only consider price movements (capital gains or losses) of the instruments that are (or have been) part of the index during its lifetime. This will not consider dividends or other aspects from non-tracked instruments.

The index intends on simply representing the overall performance of the Funderbeam Marketplace and is not intended to be investable itself.

Funderbeam makes index calculations based on Marketplace trading activity and in real-time hence recalculating values after every single automatically matched trade is executed. The index is calculated based on the Price Return Index Value logic and reflects changes in the market price (past 5 trades volume weighted average price) of Index Securities during the trading period.

Version 2.0

When the Funderbeam Venture Index was launched, some companies had yet to decide to join the new Marketplace. A decision was made to update the entire index once these obstacles were cleared.

On February 1st, 2021 at 6am UCT, we updated the Venture Index engine to version 2.0, which had taken into account all of the previously excluded companies and made the calculation process even more automated.

Because of that, the Funderbeam Venture Index value changed slightly compared to version 1.0, and increased by about 1.2-1.5% depending on specific trading activity until launch. Although the index history was recalculated, the index dynamics had stayed the same.

What companies are included?

All companies that have equity-based instruments (Loan Notes, Shares & Share Units) are represented in the index. The weightings are based on the respective company float on the Marketplace, as this is the best representative of the overall investment return for users.

Any new instrument joining the Marketplace that fit the criteria will be automatically added, or delisted ones removed.

Future Development Plans

Funderbeam has in the pipeline the development of tradable indexes however we will need to ensure the Marketplace is large enough to support these additional features.

More Detailed Information

We are eager to be transparent with our community on the goal of the Funderbeam Venture Index and how it is formulated. We have attached a detailed overview for community members looking to read more: download the PDF copy.

Please feel free to contact customer support should you have any questions on the above.

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The information about the investment opportunities profiled on this website is provided for general information and marketing purposes only and should not be considered an invitation or inducement to engage in any investment activity. Complete and comprehensive information about an investment opportunity is only available only to investors who have been approved by a Funderbeam group entity.

You should ensure you carefully read the Risk Disclosure Statement before deciding to proceed with any investment or transaction, including making a purchase of securities via the Marketplace. Funderbeam has taken steps to ensure that company and securities offering information is clear, fair and not misleading in accordance with its internal verification procedures. Funderbeam does not provide investment advice or any recommendation to invest. Any investment opportunity on this website should not be considered as an offer to the public and is not directed at or offered to anyone to whom it may not be so directed or offered, or located in a jurisdiction where it is unlawful to do so.

It is important to note that funds are raised, investments are made and trade orders are placed through three investment firm service provider entities: Venturebeam Markets AS (VBAS) (authorised and regulated by the Estonian Financial Supervision Authority under permit 4.1-1/212), Venturebeam Markets Limited (VML (authorised and regulated by the UK Financial Conduct Authority under FRN 794918), and Venturebeam Markets Pte. Ltd., (VB Pte) (licensed and regulated by the Monetary Authority of Singapore under Capital Markets Services (CMS) license CMS100863). VBAS and VML are MIFID investment firms.

This page provides you with an overview of the services provided by different entities belonging to Funderbeam group. In the pages of this website, platform, and documents located on these pages (save to where referred otherwise), we generally refer to the group, which includes group of entities being direct or indirect subsidiaries of Funderbeam Ltd, including VBAS, VML, and VB Pte, as “Funderbeam”, “we”, “us” or “our”.

A Funderbeam client (whether investor or company) is a client of the service provider and under the protection of the requirements of the regulator under which that service provider operates: An EEA client’s service provider is VBAS, a UK/ non-EEA/ non-Singapore client’s service provider is VML, and a Singapore client’s service provider is VB Pte.

The applicable Funderbeam service provider has, prior to the offering of the investment offer on its Platform, verified from public registries in reasonable levels of due diligence, notwithstanding the due diligence which is also performed by the Lead Investor where applicable, which will cover at the minimum: a. that the project owner has no criminal record in respect of infringements of national rules in fields of commercial law, insolvency law, financial services law, anti-money laundering law, fraud law or professional liability obligations in all jurisdictions where practicable for such checks to be conducted; b. that the project owner is not established in a non-cooperative jurisdiction, or in a high-risk third country as set out by the Financial Action Task Force (“FATF”), and/or other government directives in jurisdictions where Venturebeam is operating.

The Marketplace is operated as an organised market by VB Pte., in Singapore as a Recognised Market Operator (RMO) under the supervision of the Monetary Authority of Singapore. VBAS and VML are Trading Members of the RMO’s Marketplace. Access to the Marketplace for EEA and non-EEA clients is only provided by and through such clients’ service provider (ie VBAS or VML). The Marketplace does not provide services directly to investors outside Singapore.

With respect to any securities or investments offered by a US domiciled Fundraising Company, by visiting this site you confirm you are not a US resident or US person (as defined in Regulation S of the U.S. Securities Act of 1933) and you understand and agree that you are not acquiring any Investments for the account or benefit of any such US resident or US person. No investment opportunity in a US domiciled Fundraising Company is directed at US persons.