Steady Returns. Exceptional Potential.
Invest in the Companies Defining Tomorrow.
A Simple Path to Financial Growth
Apply Online
Confirm your eligibility and complete the streamlined application process.
1
Select Your Investment
Choose an amount that aligns with your financial strategy.
2
Earn Predictable Income
Earn monthly income distributions while supporting transformative industries.
3
Grow Your Capital
We aim to double your investment in 4 years.
4
Building Wealth with Purpose
Reliable Income
Enjoy monthly income distributions of 8% per annum, ensuring stability and consistency.
Unparalleled Access
Participate in pre-IPO milestones with companies poised for significant growth.
Portfolio Diversification
Tap into transformative sectors driving global growth and innovation.
Proven Expertise
Our disciplined approach ensures your investments are positioned for success.
Exceptional Returns
With a target annualized return of 18%, we aim to double your capital every 4 years.
Expert Investment Guidance
Pacific Research and Management Company (PRAMCO) serves as the investment advisor to Capital Income Trust, overseeing the identification, evaluation, and management of the fund's investments. As the dedicated investment arm of Belay Global Partners, PRAMCO is purpose-built to execute Belay Global’s proven private markets strategy, leveraging decades of institutional expertise to deliver exceptional investor outcomes.
"Capital Income Trust gives investors the confidence to diversify into industries they believe in while helping them to feel connected to the future of innovation."
Neil M.
Technology Executive
An Initial Public Offering (IPO) is when a private company offers shares to the public for the first time. This allows investors to own a stake in a company’s growth journey from the beginning.
Capital Income Trust is open to eligible investors under SEC Regulation D Rule 506(c). Eligibility is based on income, net worth, or professional qualifications, ensuring investors are well-positioned to participate.
We target an annualized return of 18%, with 8% per annum paid monthly as income distributions.
Your capital supports pre-IPO companies by providing loans and bridge financing for private-to-public market transitions, helping them achieve transformative milestones.
Withdrawals may be permitted after 12 months and will incur an 8% early withdrawal charge.
Income distributions cannot be reinvested. However, you can invest additional funds in future fund offerings as they become available.
At the end of the four-year term, investors will receive their initial investment back along with accrued investment gains.
Capital Income Trust is designed to help reduce your tax burden. Monthly income distributions are structured to be treated as a return of capital, which can lower your overall tax liability. Any profits earned at the end of the investment term are intended to be taxed as capital gains, which often have lower tax rates than regular income. We suggest speaking with a tax advisor to see how this works for your situation.
The annual management fee is 1%. Unlike other investment platforms, we do not take a percentage of returns. The yield and distributions shown in your portfolio is net of fees, so this is the amount remaining after fees have been deducted.
Capital Income Trust is managed by Pacific Research and Management Company (PRAMCO) which is headquartered in Newport Beach, California.
While Capital Income Trust offers the potential for attractive returns and steady income, like any investment, it carries certain risks:
- Limited Liquidity: Investments are subject to a 12-month lockup period, with an 8% early withdrawal charge.
- Market Risk: Changes in economic conditions could impact the performance of the companies we invest in.
- Credit Risk: Borrowers may face challenges in repaying loans, potentially affecting returns.
- Regulatory Risks: Changes in regulations may affect the operations or profitability of portfolio companies.
Capital Income Trust employs a disciplined investment strategy to manage these risks while focusing on achieving stable income and long-term growth for investors. Learn more about our approach in the fund brochure.
Your Questions, Answered
Invest alongside industry leaders in high-growth, transformative sectors.
The Time to Invest Is Now
The global innovation economy is accelerating, and the opportunity to participate in its growth is limited. Secure your place among the investors funding the companies that will shape the future of technology, healthcare, and space exploration.
Fuel Your Wealth. Power the Future.
Your Opportunity to Invest in Innovation and Stability Is Here.
Newly public companies typically raise over $150 billion each year. Accessing these opportunities is historically reserved for institutions but is now available to accredited investors through Capital Income Trust.
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IPO Capital Raised
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Publicly traded companies collectively represent more than $100 trillion in global market value, reflecting the vast scope of investment opportunities worldwide.
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Global Market Value
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Globally, approximately 1,500 companies are estimated to be actively preparing for an IPO each year.
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Companies Preparing for IPO
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IPO Statistics
Capital Income Trust offers a unique opportunity to align your investments with progress. By targeting high-potential emerging growth companies in sectors like technology, healthcare, renewable energy, advanced manufacturing, and space exploration, we deliver a dual advantage:
Predictable Income Today and Transformative Growth Tomorrow.
8%
Annual Distributions Paid Monthly
18%
Target Annualized Investment Return
4
We Aim to Double Your Investment in Four Years
Join a community of discerning investors shaping the industries of the future while securing their financial goals.
"Investors focused on generating income are also helping to fund the next wave of global ingenuity which makes this fund even better."
Alan K.
Former Public Company CEO
"The process is seamless, and investors are financing the future. Capital Income Trust should be a key part of every portfolio strategy."
Priya N.
Global Entrepreneur
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The information on this website is for general information only. It is not an offer to sell or a request to buy any securities. If you are interested in investing, you must be an “accredited investor” according to SEC rules, and any offer or sale will follow all applicable laws. Nothing on this site should be taken as a recommendation to invest in any particular security or company.
Any examples of financial returns, including dividend yields or potential growth, are just estimates. They are not promises of future results. All investments come with risks—such as credit, liquidity, and interest rate risks—and these can reduce the value of your investment. Neither Capital Income Trust, Pacific Research and Management Company, LLC, nor their affiliates are responsible for any losses you might face from using this information without seeking qualified professional advice.
Capital Income Trust does not imply any endorsement or recommendation by any regulatory authority. Being registered with or supervised by a government agency does not mean that the agency approves or recommends our products or services. Any target returns mentioned are only goals and are not guaranteed results. We encourage you to talk to your own legal, tax, and financial advisors about your personal situation before making any investment decisions.
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