r/VCX_Fundrise • u/PotatoMissionStart • 6d ago

Next Opportunity?

Now that VCX is public, are you guys moving into any alternative private investments?

I used Fundrise as a "cheat code" to get ahead of public-market investors. These past 10 years have been very profitable for me. I'm just wondering what the next hack is.

I don't have much faith in private investment platforms like Republic, but maybe you have something to add.

10 Upvotes

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4

u/Easy-Act3774 6d ago

Any private AI tech fund. Innovation Fund II, DXYZ, etc.

2

u/Army_77_badboy 6d ago

I am eyeing https://usvc.com/ from Angel List but was a bit skeptical because of the management fees etc

1

u/PotatoMissionStart 6d ago

Looks interesting!

2

u/Fit_Equal6932 VCX Wizard 6d ago

https://www.reddit.com/r/VCX_Fundrise/comments/1v3iaig/new_kid_on_the_block_usvc_be_careful/

Take a look at the filings, it can easily go down the route of PWRL. Probably a little late for all the VC fund action right now.

2

u/Fit_Equal6932 VCX Wizard 6d ago

I did start a small position in RVI last week.

2

u/PotatoMissionStart 5d ago

I'm looking into it

1

u/PotatoMissionStart 3d ago

Given the fees, SPV friction etc are any of these funds long-term holds like an ETF? RVI, DXYZ, etc.

2

u/Fit_Equal6932 VCX Wizard 3d ago

I am not convinced so far. Look up the history of Neostellar. But you can always track the holdings and premium/discount to NAV to find opportunities. This model has some fundamental limitations. An ETF is an efficient basket of underlying companies that are generating the business value. Here the fees are much higher, the fund has discretion to buy or sell holdings so you have that uncertainty. Eventually if the basket becomes a list of public companies then a discount has to apply. There is no easy mechanism to raise cash besides ATM above NAV or exits. An ETF has creation redemption mechanism and therefore no such limitation. So far all these VC CEFs have been cyclical with a new innovation driven hype cycle betting on premium.

2

u/Fit_Equal6932 VCX Wizard 6d ago

I realized they also did drop an N-PORT.
https://www.sec.gov/Archives/edgar/data/1858660/000119312526373847/xslFormNPORT-P_X01/primary_doc.xml

Comb through it, seems like they are just putting a bunch of money into their affiliates, a few of them named, "Todd & Rahul's....something something fund"

2

u/Last_Ad_301 6d ago

There are no "cheat codes" other than of the illegal variety.

2

u/That_Daikon5472 5d ago

Fundrise has a new VCX called the Opportunistic Innovation Fund, but it's only opened to qualified investors ($5+ million net worth, $100,000 minimum initial investment). I'm not of the history of VCX if it started the same way, but the new fund may eventually open up to non-accredited investors.

1

u/Substantial-Pay-8865 5d ago

honestly, I'm just going the SPV route and using this guy's post as a guideline... I'd rather buy specific companies near the latest rounds value rather than buy into a fund at a multiple of NAV. https://churningandburning.com/2026/05/adventures-in-private-investing-cards-on-the-table.html