Case Studies
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Da Gama, Portuguese Golden Visa Fund
The Da Gama Portuguese Golden Visa Fund is a differentiated offering focused on enabling long-term global mobility for families through a single investment. Unlike traditional mandates, this was not a capital raise or transaction, but a curated solution combining investment structuring, residency access, and long-term planning.
Valence Growth Partners introduced and facilitated access to this opportunity, working closely with on-ground partners in Portugal to ensure a seamless process from application to approval. The offering was positioned for families seeking mobility, security, and lifestyle advantages through a structured route.
Creating a Structured Path to Global Mobility
This engagement was built around a clear objective: enabling families to secure long-term global mobility through a single, well-defined investment. The focus was not just access, but simplicity and reliability across the process.
Positioning a One-of-a-Kind Legacy Offering
Unlike typical investment mandates, this required framing the opportunity as a long-term family decision. The narrative combined mobility, security, and lifestyle benefits into a single, cohesive proposition.
Ensuring End-to-End Execution Through Local Partnerships
Execution depended on strong on-ground capability. We worked with established partners in Portugal who have successfully processed over 80 applications, ensuring compliance, fund safety, and smooth application handling.
Delivering Tangible Mobility and Lifestyle Outcomes
The structure allowed families to secure residency through a €500K investment, with benefits including access to a favourable tax regime, high-quality healthcare, education, and visa-free travel across 187 countries.
Impact
15 Portuguese Golden Visa applications successfully facilitated, each representing a fully managed, end-to-end residency pathway for participating families.
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