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WHAT WE DO

Investors

WealthDocket Capital’s intellectual property (IP) monetization funding opportunities provide investors with access to deals heretofore available only to Wall Street and other institutional capital.

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We target returns far in excess of those historically provided by conventional investments, and our returns are uncorrelated to those of other classes of investment including stocks, bonds, and real estate.  WealthDocket accepts investments from accredited investors, with low minimum investment amounts tailored to each deal.  We ask that you diversify your investment in this strategy across several of our deals and would be happy to provide guidance based on your particular circumstances. Schedule a call for more information.

Simply put, Big Tech benefits from stealing IP. The legal costs and potential damages, if ever issued after years of litigation, are paltry by comparison.

TECHCRUNCH, 2022

Annualized Return by Investment Type

Past 15 years, before fees and expenses*

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*Litigation funding returns data cover 2019 and were provided by Morning Investments; data for all other investment classes covers 15 years

*Returns for other asset classes from: novelinvestor.com/asset-class-returns

  • Historically, asset classes offering equity-like (high) returns have been correlated with the stock market generally

  • Bonds have been negatively correlated for decades, but provide relatively lower returns

  • During periods of high inflation and rising interest rates, stocks and bonds are positively correlated: there is “no place to hide”

Historical Correlation of Various Asset Classes v. S&P 500 January 2011 – December 31, 2021

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Correlation is a statistical measure of how two variables move in relation to each other. This measure ranges from -1 to +1, where -1 indicates perfect negative correlation and +1 indicates perfect positive correlation.

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Guggenheim Investments

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IMPORTANT MESSAGE: www.wealthdocket.com (the “Site”) is a website owned and operated by WealthDocket LLC (“WealthDocket”). By accessing this Site and any pages on this Site, you agree to be bound by its Terms of Service and Privacy Policy, as may be amended from time to time without liability or notice. Investment opportunities posted on the Site are indirect investments in legal claims offered through single purpose pooled investment funds managed by WealthDocket Management LLC. WealthDocket is not an investment advisor, broker-dealer, or crowdfunding portal and does not engage in any activities requiring any such registration. The securities offerings posted on the Site are available to accredited investors only. By using the Site, you acknowledge the speculative nature of the investments featured on the Site and accept the high risks associated with investing in legal claims including but not limited to adverse outcomes in litigation associated with the claims and lack of control over the assertion of such claims. Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term should not invest. Diversification does not guarantee profits or protect against losses. Securities are offered pursuant to an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the US Securities and Exchange Commission nor any state regulator or other regulatory body has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. Neither WealthDocket nor any of its directors, officers, employees, representatives, affiliates, or agents shall have any liability whatsoever arising from any error or incompleteness of fact or opinion in, or lack of care in the preparation or publication of, the materials and communication herein. WealthDocket does not give investment advice, provide analysis, or make recommendations regarding any offering posted on the Site. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that WealthDocket believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore. You are strongly advised to consult your legal, tax and financial advisors before investing. This website does not constitute an offer to sell or buy any securities. No offer or sale of any securities will occur without the delivery of offering materials and related documents. You are solely responsible for compliance with the laws and regulations of your country of residence, including without limitation those applicable to the public solicitation of securities offerings. Learn more about investing in private placements from the SEC and FINRA.


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