Lion AirCapital
Tiếng Việt
Roadmap

Roadmap

Three phases from a domestic foundation to international expansion, each tied to a legal structure.

  1. 1
    Q4 2026 – 2027

    Phase 1 — Foundation

    Active
    Legal wrapper

    Members' personal accounts + one family LLC holding for PE/VC and larger equity positions.

    Goals
    • Adopt the IPS, target allocation and capital-flow rules
    • Run the 3 core desks (Equities, Digital Assets, Precious Metals) plus Treasury
    • Build the 9-month reserve and a retirement plan per member
    • Incorporate the holding and close the first pilot PE deal
    Deliverables
    • Structured fund dataset (this repo) + internal website
    • First monthly NAV report
    • Central asset register and cold-wallet emergency-access plan
  2. 2
    2028 – 2029

    Phase 2 — Scale

    Planned
    Legal wrapper

    The family holding at the centre; consider a Decree 38 startup fund if pooling with other families.

    Goals
    • Activate the VC desk with the first 5–8 investments
    • 2–3 subsidiaries running with audited accounts
    • Indirect global-equity access via funds distributed in Vietnam
    • Automate NAV reporting and risk-limit checks (internal dashboard)
    Deliverables
    • Portfolio-tracking app connected to the fund dataset
    • Family agreement on succession and withdrawal rights
  3. 3
    2030 onward

    Phase 3 — Going Global

    Planned
    Legal wrapper

    Vietnamese holding + a foreign entity (e.g. Singapore) under an Outward Investment Registration Certificate, giving access to international brokerage, allocated gold and foreign-parented startups.

    Goals
    • Direct global equities at 10–15% of NAV
    • VC into Singapore entities of Vietnamese startups
    • Next generation joins the Investment Committee
    Deliverables
    • Written cross-border legal and tax opinion
    • Separate wills for foreign assets