Financial instrument structuring & coordination · Zurich

Financial instruments, structured from first concept to ongoing operation.

New Ventures Instruments leads and coordinates the structuring of bespoke financial instruments across Switzerland, Liechtenstein, the EU and the UK. As the central project lead, we bring legal, fiduciary, banking, audit and operational workstreams into one accountable project we run end to end.

Jurisdictions
CH · LI · EU · UK
Instrument families
04
Part of
New Ventures Group
End-to-end capability

Beyond structuring.

We hold internal legal capability for prospectus drafting and coordination, direct specialist workstreams, run bookkeeping for issuers and project companies, and carry the project through to launch and ongoing operation, as one accountable project lead.

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Legal & Prospectus

Internal drafting and project management for prospectuses and issuance documentation, coordinated with external counsel and authorities.

Issuer & Governance

Issuer / SPV setup, corporate governance, KYC/AML coordination and decision documentation.

Bank & Settlement

Bank onboarding, paying-agent, ISIN, custody and settlement workstream coordination.

Accounting & Operations

Bookkeeping, reporting, corporate actions, audit coordination and ongoing administration.

The NVI process

One accountable project lead. Every specialist workstream coordinated.

A precise, five-step delivery model. Every mandate moves along the same line, from first assessment to ongoing operation.

  1. 01

    Assess

    Clarify the financing objective, strategy, assets, investor group, target markets, timeline and constraints.

  2. 02

    Architect

    Design instrument economics, issuer / vehicle, jurisdiction, documentation, banking and operating model.

  3. 03

    Assemble

    Bring together legal, fiduciary, bank, paying-agent, audit, tax and compliance specialists.

  4. 04

    Implement

    Coordinate incorporation, KYC/AML, prospectus and legal documents, ISIN, accounts, approvals and launch readiness.

  5. 05

    Operate

    Manage bookkeeping, administration, reporting, service providers, corporate actions and ongoing project governance.

See the full process
Bankable Bonds

From financing purpose to a settled bond.

For companies and projects raising debt in a bankable, transferable form, we coordinate issuer setup, prospectus or exemption analysis, ISIN and paying agent, bank onboarding and ongoing administration, across tranches, currencies and maturities.

Where the mandate allows, Bonds can also be tailored for retail investors.

Explore Bonds
  1. Financing purpose
  2. Issuer / SPV
  3. Prospectus / exemption
  4. ISIN / paying agent
  5. Settlement & administration
Actively Managed Certificates

From investment strategy to bankable certificate.

For asset managers and strategy providers, we coordinate the structure, documentation, issuer and bank setup, operating mechanics and ongoing governance that turn an investment strategy into an implementable AMC. We describe AMCs neutrally, never as an investment-return promise.

Where the mandate allows, AMCs can also be tailored for retail investors.

Explore AMCs
  1. Strategy
  2. Structure
  3. Issuer / Bank
  4. ISIN
  5. Ongoing management
Convertible Loans & SAFEs

From bridge financing to clear conversion terms.

For founders and investors raising ahead of a priced round, we lead and coordinate the structuring of convertible loans and SAFEs deal by deal, conversion mechanics, valuation caps, discounts, maturity and interest, with documentation and cap-table impact coordinated across jurisdictions with the appointed legal partners.

Explore Convertibles & SAFEs
  1. Convertible / SAFE
  2. Economic terms
  3. Conversion logic
  4. Investor rights
  5. Documentation
Bespoke Investment Vehicles

From a single asset to a dedicated vehicle.

When an asset, strategy or investor group needs a dedicated issuer or SPV, we shape the architecture with the appointed providers and coordinate governance, legal, tax, audit, accounting and banking workstreams across every jurisdiction and provider into one structure.

Explore Bespoke Vehicles
  1. Asset / strategy
  2. Vehicle / SPV
  3. Governance
  4. Jurisdiction & providers
  5. Ongoing operations
Coverage

Cross-border by design.

We coordinate across four core markets, aligning legal, banking and operating workstreams to each jurisdiction.

CH

Switzerland

LI

Liechtenstein

EU

European Union

UK

United Kingdom

Part of New Ventures Group

Part of the New Ventures Group platform. Built for specialist financial-instrument execution.

New Ventures Instruments AG is a subsidiary of New Ventures Group AG. It operates as the group’s technical, transaction-oriented structuring and coordination company.

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Role and scope

Clear about what we do, and what we do not.

New Ventures Instruments acts as the central structuring, implementation and coordination lead: it convenes and steers the appointed specialists into one accountable project. Any licence- or authorisation-requiring services are rendered by those licensed partners, not by New Ventures Instruments. Engagements are subject to mandate, KYC/AML, feasibility assessment, provider acceptance and applicable law.

  • We are not the issuer, guarantor, bank, paying agent, regulated trustee, asset manager, investment adviser, auditor or prospectus approval authority, unless separately and factually appointed for a specific transaction.
  • Information on this website is general and is not investment, legal, tax or accounting advice, nor an offer or solicitation.
  • No economic, regulatory, tax, banking, listing, distribution, approval or investment outcome is guaranteed.
Start a mandate

A structure starts with a clear mandate.

Tell us about the financing objective, the assets and the investor group. We will assess feasibility and outline how the structure could be built and operated.

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