Emit Capital — Website Copy Drafts
Page 1 of 7 — Wholesale Investor Gate

Entry Gate Modal

This modal should appear on first visit (cookie-gated, not on every page load). It sets institutional tone before the visitor sees any content. Placed above all other page elements.

Trigger: on first site visit, before homepage renders. Set a 30-day cookie on confirmation so returning visitors aren't repeatedly challenged.

Copy — Headline

Important Notice

Copy — Body (paragraph 1)

This website is intended solely for wholesale and sophisticated investors as defined under the Corporations Act 2001 (Cth), institutional investors, licensed financial advisors, and family offices.

Copy — Body (paragraph 2)

The information contained herein does not constitute a public offer and is not directed at retail investors. By entering this site, you confirm that you meet the relevant investor qualification criteria.

Copy — CTAs

Primary: "I confirm — Enter site"
Secondary: "I do not qualify — Exit"

Copy — Legal footnote

Emit Capital Asset Management Pty Ltd (ABN 57 652 326 237) AFSL 551084. For professional use only.

Page 2 of 7 — Homepage Updates

Homepage Copy Updates

These are targeted additions to existing homepage sections — not a full rebuild. Squarespace blocks where each update is inserted are noted.


Update 1 — Hero qualifier (below existing hero tagline)

Insert as a styled subtitle line directly below: "A leading investment manager positioned at the nexus…"

Exclusively available to wholesale investors, family offices, and licensed financial advisors.


Update 2 — Minimum investment signal (new element, below hero)

Add a 3-column stat row between the hero and the "Our Investment Strategy" section. These are the single most effective signals of institutional positioning.
A$500K Minimum Investment (AUD)
US$350K Minimum Investment (USD)
US$50B+ Team AUM Experience
Adjust minimum figures to your actual thresholds. The team AUM figure is already on the homepage — simply surfaced here as a stat for visual impact.

Update 3 — "Who We Serve" block (new section)

Add immediately above the existing portfolio cards or just above the "Our Investment Strategy" section. Replaces the current buried line "We offer institutional and sophisticated investors…"

Who We Serve

Family Offices UHNW & HNW Individuals Wholesale Investors Licensed Financial Advisors SMSF Trustees (Wholesale) Institutional Allocators

Emit Capital's portfolios are available exclusively as Separately Managed Accounts (SMAs) through the Interactive Brokers platform. We serve domestic and international clients who qualify as wholesale or sophisticated investors under applicable regulatory frameworks.

Direct Investors

Wholesale and sophisticated investors can establish an SMA directly with Emit Capital. Minimum investment applies.

Financial Advisors

Licensed advisors (AFSL holders) can introduce client capital. A dedicated advisor relationship program is available.


Update 4 — Advisor CTA (new button, hero section)

Add a secondary CTA button alongside the existing "Invest With Us" button. Links to the new /for-advisors page.

Button label: "Financial Advisor Enquiries →"


Update 5 — Existing "Our Investment Strategy" section — opening line revision

Replace the current opening line to front-load the investor qualification context.

Current: "At Emit Capital, we are active global investors focused on companies driving the structural transformation of the energy system…"

Revised opening:

At Emit Capital, we deliver institutional-grade access to two of the most consequential structural themes of this decade — the accelerating electrification of the global economy and the exponential expansion of AI infrastructure. Our strategies are built for wholesale investors and family offices who seek high-conviction, risk-adjusted exposure to the forces reshaping global capital allocation.

Page 3 of 7 — Navigation

Navigation Restructure

Two versions are offered below — a minimal update (least disruption to existing structure) and a fuller restructure. Recommend starting with the minimal version.


Current navigation

Option A — Minimal update (recommended first step)

Changes: (1) Rename "How to Invest" → "Invest With Us" — more institutional register. (2) Add "For Advisors" as a distinct nav item with subtle gold styling to signal it's a dedicated channel.

Option B — Fuller restructure

Changes: (1) Rename "Investments" → "Strategies" (institutional language). (2) Elevate "Emit Nexus" as a top-level nav item — signals flagship product. (3) Create "Investors" dropdown containing: Direct Investors, Financial Advisors, Family Offices. (4) Remove "How to Invest" as a top-level item — it becomes a sub-item under "Investors".

"Investors" dropdown content (Option B)

Direct Investors

Wholesale and sophisticated investors establishing an SMA directly.

Financial Advisors

Licensed advisors introducing client capital via the advisor program.

Family Offices

Bespoke portfolio access and reporting for family office allocators.

Page 4 of 7 — Invest With Us (full page rewrite)

Invest With Us

Full page rewrite — replaces existing "Investment Application" / "How to Invest" page.


Page hero / banner copy

Institutional-grade access to the world's most important structural investment themes.


Section 1 — Investor Eligibility

Emit Capital's portfolios are available exclusively to wholesale and sophisticated investors as defined under the Corporations Act 2001 (Cth), and to equivalent investor classifications in international jurisdictions. We do not accept retail investors.

You may qualify as a wholesale investor if you meet one or more of the following criteria:

CategoryQualifying Criteria
Product value The investment amount is at least A$500,000
Net assets Net assets of at least A$2.5 million
Gross income Gross income of at least A$250,000 per annum in each of the last two financial years
Professional investor Holds an AFSL, a body regulated by APRA, or a trustee of a superannuation fund with net assets of at least A$10 million
Sophisticated investor A qualified accountant has certified that you satisfy the net assets or gross income test
Confirm exact thresholds with your compliance team before publishing. These reflect standard s761G / s761GA thresholds as of 2024.

Section 2 — Who We Serve

Family Offices UHNW & HNW Individuals Wholesale Investors Licensed Financial Advisors SMSF Trustees (Wholesale) Institutional Allocators

Section 3 — Minimum Investment

AUD portfolios

A$500,000

Minimum initial investment per portfolio strategy.

USD portfolios

US$350,000

Minimum initial investment per portfolio strategy.

Insert your actual minimum figures. Additional investment and portfolio blending (e.g. Emit Nexus) is available above agreed thresholds.

Section 4 — The SMA Structure

Emit Capital's portfolios are delivered exclusively through Separately Managed Accounts (SMAs) — a structure that provides wholesale investors with direct ownership of underlying securities, full transparency, and significant tax efficiency advantages over pooled vehicles.

Direct Ownership

You hold securities directly in your name. No pooled fund risk. Complete beneficial ownership at all times.

Tax Efficiency

Full visibility into cost base, capital gains events, and tax lot management. No embedded tax liabilities from other investors.

Transparency

Real-time access to portfolio holdings, performance, and activity via the Interactive Brokers client portal.


Section 5 — Custodian & Platform

All SMAs are established through Interactive Brokers (IBKR), one of the world's leading prime broker-dealers with consolidated equity capital exceeding US$13.3 billion. IBKR provides direct-access custodial, trade execution, and clearing services to institutions and sophisticated investors globally.

Emit Capital acts as investment manager under a limited power of attorney. We execute trades on your behalf within the agreed mandate. Your assets are held in your name at IBKR at all times — Emit Capital does not hold or have access to client funds.


Section 6 — Establishing Your Account

I

Initial Consultation

Contact our investor relations team to discuss your investment objectives, portfolio allocation preferences, and eligibility. We will provide you with a product disclosure summary and investor pack prior to account establishment.

II

Open an Interactive Brokers Account

We will provide a tailored IBKR electronic application configured for SMA management. Our team is available to assist throughout the onboarding process. IBKR's account approval typically takes 1–3 business days.

III

Execute the Investment Advisory Agreement

You will receive Emit Capital's Investment Advisory Agreement, which formally authorises us to manage your account within the agreed parameters. This agreement sets out fees, mandate scope, and reporting arrangements.

IV

Fund Your Account

Accounts can be funded by wire transfer or, where applicable, via ACAT transfer from an existing brokerage account. Our team will provide funding instructions and confirm receipt.


Section 7 — Fees

Insert your actual fee schedule here. Suggested format below — adjust figures accordingly.
FeeStructureNotes
Management fee [X]% per annum Charged monthly in arrears on account NAV
Performance fee [X]% above hurdle High water mark applies. Calculated annually.
Brokerage At cost — IBKR rates Pass-through at IBKR institutional rates. No markup.

Section 8 — Contact to Begin

To discuss establishing a Separately Managed Account with Emit Capital, contact our investor relations team directly.

Craig Jackett — Partner, Head of Investor Relations
investors@emitcapitalam.com
+61 3 9593 2866

Suggest creating a dedicated investors@ email address separate from the general info@ address — it signals a dedicated IR function, consistent with institutional positioning.
Page 5 of 7 — For Financial Advisors (new page)

For Financial Advisors

New page — recommend URL: /for-advisors or /advisor-program


Page hero copy

Partner with Emit Capital to access institutional-grade thematic strategies for your wholesale clients.

Emit Capital works with licensed financial advisors and dealer groups to provide qualifying clients with access to our global equity SMA strategies. We offer a structured advisor program with dedicated support, co-branded materials, and a transparent referral arrangement.


Why Partner With Emit Capital

Differentiated Client Offering

Provide qualifying clients exposure to two of the decade's most important structural growth themes — AI infrastructure and global electrification — via direct-ownership SMAs unavailable through standard platforms.

SMA Advantages for Clients

Direct securities ownership, full tax transparency, no pooled vehicle risks, and real-time portfolio visibility — characteristics increasingly demanded by sophisticated private wealth clients.

Credentialed, Regulated Manager

ASIC-licensed (AFSL 551084), RIAA member, TCFD supporter. A team with over US$50 billion in combined managed assets experience across global equities, energy markets, and funds management.

Dedicated Advisor Support

Registered advisor partners receive dedicated IR support, co-branded client materials, performance reporting, and regular market commentary from our investment team.


The Advisor Program

I

Register as an Advisor Partner

Contact our investor relations team to discuss the program. We will confirm your AFSL status and discuss your client base and portfolio objectives. No formal commitment is required at this stage.

II

Review the Advisor Agreement

Registered partners execute an Advisor Referral Agreement setting out the referral arrangement, reporting obligations, and compliance responsibilities. The agreement is structured to be consistent with ASIC's requirements under RG 244.

III

Introduce Qualifying Clients

Refer wholesale-qualified clients to our investor relations team. We handle SMA establishment end-to-end, and you retain visibility into your client accounts through agreed reporting.

IV

Ongoing Relationship

Registered advisor partners receive regular investment updates, market commentary, and access to our research. We provide co-branded client communications and quarterly reporting to support your advisory relationship.


Referral Arrangement

Emit Capital operates a structured referral program for registered advisor partners. Remuneration arrangements are disclosed in full in the Advisor Referral Agreement and in client-facing documentation in compliance with ASIC requirements. Please contact our investor relations team for details.

Deliberately non-specific on fee amounts in the public-facing page — consistent with compliance best practice. Specific terms go in the agreement. The referral fee letter you've already drafted covers the actual tiered structure.

What Registered Advisor Partners Receive

BenefitDetails
Dedicated IR contactDirect access to Craig Jackett, Head of Investor Relations, for all partner queries
Co-branded materialsCustomised portfolio factsheets and client presentations for use in your advisory practice
Client reportingQuarterly performance and attribution reports for introduced clients
Market commentaryRegular written and video commentary from Matt Dever, CIO, including Ausbiz interview access
Research accessThematic investment research on AI infrastructure and energy transition themes
Compliance supportTemplate client disclosure documentation and referral agreement reviewed for ASIC compliance

Eligibility

The Emit Capital Advisor Program is available to:

AFSL Holders Authorised Representatives Licensed Dealer Groups IFA Practices Boutique Private Wealth Firms

All partner advisors must be licensed to provide advice on managed investments and introduce wholesale-qualified clients only.


Register Your Interest

To enquire about the Emit Capital Advisor Program or arrange an introductory discussion with our investment team, contact us below.

Craig Jackett — Partner, Head of Investor Relations
advisors@emitcapitalam.com
+61 3 9593 2866

Suggest a dedicated advisors@ email address — it signals a purpose-built channel and allows you to prioritise and track advisor enquiries separately from general investor contacts.
Page 6 of 7 — Emit Nexus (new flagship page)

Emit Nexus

New page — recommend URL: /emit-nexus. Position as flagship blended strategy in nav and homepage.


Page hero — full-width banner with dark background, gold headline treatment

Flagship Strategy

Where AI infrastructure meets the global energy transition.

Emit Nexus is Emit Capital's flagship blended portfolio strategy — a high-conviction, multi-regional exposure to the convergence of two generational structural themes: the exponential expansion of data centre AI infrastructure, and the accelerating electrification of the global economy driven by that infrastructure's power demand.


The Investment Thesis

Data centres powering the AI revolution consume extraordinary and rapidly growing quantities of electricity. This creates a direct, structural link between the world's most dynamic technology theme and the global energy transition — a nexus that most investors treat as two separate thematic buckets.

Emit Nexus captures this convergence in a single, actively managed portfolio: combining AI infrastructure beneficiaries with the power generators, grid infrastructure developers, and critical mineral producers enabling the energy system transformation those data centres demand.

Emit Nexus is not a balanced fund or a blended index. It is a high-conviction, concentrated portfolio of 20–30 listed equities across developed global markets, selected for their direct and leveraged exposure to this structural nexus.


Strategy Composition

AI Infrastructure Sleeve

Companies directly enabling or benefiting from data centre buildout: hyperscaler supply chains, power semiconductors, cooling technology, grid interconnection, and AI infrastructure software.

Energy Transition Sleeve

Power generators, grid infrastructure owners, nuclear energy operators, critical grid technology companies, and transmission developers positioned to supply data centre power demand at scale.

Regional exposure spans North America, Europe/UK, and Asia-Pacific/Japan — drawing from Emit Capital's five underlying regional portfolio strategies.


Strategy Features

FeatureDetail
Portfolio construction20–30 stocks, high-conviction, concentrated
UniverseListed equities, developed global markets
Market cap focusMid to large cap
CurrencyAvailable in AUD and USD
StructureSeparately Managed Account (SMA) via Interactive Brokers
Minimum investmentA$500,000 / US$350,000
Eligible investorsWholesale and sophisticated investors, family offices, licensed advisors
Add performance table once track record is sufficient to disclose. Format: Inception date, 1 month, 3 month, 6 month, 1 year, since inception. Match the format of your regional portfolio cards.

Why Emit Nexus as a Single Allocation

Theme Purity

Concentrated exposure to the nexus — no dilution from unrelated holdings or index weights.

Active Management

Continuously repositioned as the macro, policy, and capital expenditure cycle evolves across both themes.

Single Entry Point

Family offices and allocators can access Emit Capital's full thematic conviction through a single portfolio strategy.


Invest in Emit Nexus

Emit Nexus is available to wholesale and sophisticated investors via Separately Managed Account. To discuss an allocation, contact our investor relations team.

investors@emitcapitalam.com  |  +61 3 9593 2866