Stable Yield.
Accumulated
Upside.
Downside Protection.
Unlock returns from your appreciated assets without selling them. Earn steady income today without compromising future growth.
Proflex Embark – Consolidated FAQs
What is Proflex Embark and what is its purpose?
✓ A Proflex Fund designed to deliver a targeted 10% or more annual yield while preserving upside potential. At maturity (e.g., 3 years), Qualified Clients can continue receiving income or convert to equity, combining steady cash flow with long-term growth.
Can you give an example of how it works?
Client Journey with an Embark Example
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1. Contribution
You contribute $1,000,000 worth of META stock (at $100/share).
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2. Annual Yield
You receive ~$100,000+ each year from Proflex Embark. Over 5 years, that's $500,000 in accumulated income.
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3. At Term End
You can redeem your original shares at their full current market value.
🐂 Bull Case: META doubles to $200/share
Your original shares are now worth $2,000,000. You redeem them at this new value, having captured the full upside. Your total return is $1M in growth + $500k in income.
🐻 Bear Case: META drops to $75/share
You redeem your shares at their new $750,000 value. The $500,000 income cushions the loss, resulting in a net positive return of $250,000.
Do I have to sell my assets to participate?
No. You are not required to sell your assets.
✓ A key feature of Embark is the ability to contribute assets "in-kind," meaning you transfer them directly. This allows you to put appreciated assets to work without creating a taxable event.
Would I owe taxes when I invest in Embark?
No. In-kind contributions to Embark are structured to not be a taxable event.
- ✓ IRS Section 721: Under this regulation, your contributed assets maintain their original cost basis, deferring capital gains taxes.
- ✓ Built-in Gain Carry Forward: The investment vehicle tracks and carries forward any unrealized gain for each client. This gain is not taxed upon contribution.
Disclaimer: While this structure is designed for tax efficiency, we strongly advise consulting your personal tax advisor to understand the full implications for your specific situation.
Who is a good fit for Embark?
Embark is designed for investors in specific financial situations:
📈 Long-Term Asset Holders
You want to generate income from an appreciated asset without selling it and triggering a tax event.
💼 Tech Employees with Stock Options
You have a concentrated stock position in your company and want to diversify your income stream.
💰 Cash or Crypto Holders
You are seeking higher yields than money market funds or want to generate income from non-yielding crypto assets.
🎯 Income-Focused Investors
You want to build a reliable income stream while still maintaining exposure to long-term market growth.
Can active employees use Embark with their own company stock?
Yes. This is a key use case for Embark.
✓ You contribute shares in-kind, and Embark converts them into partnership units. Because you no longer hold the stock directly, company blackout periods and insider trading rules on employees’ own stock may no longer apply.
✓ This structure allows you to keep your economic exposure to the stock while enabling the use of options strategies that would otherwise be restricted.
How do you generate income while maintaining upside?
✓ Income comes from sophisticated options strategies that earn time premium, providing a consistent yield.
✓ Our strategy is designed to preserve the full upside potential of the underlying asset for the investor at the end of the term.
Is the downside protected?
Yes, partially. Embark has built-in mechanisms for downside protection.
✓ Income Stream Buffer: The consistent yield you receive provides a natural financial cushion against market declines.
✓ Hedging Mechanisms: The strategy includes hedging designed to cushion against normal market downturns. However, it's important to note that extreme market crashes are not fully hedged.
What are the fees?
All fee details are disclosed privately and transparently to Qualified Clients via the Private Placement Memorandum (PPM) during the due diligence process.
Is there a lockup period?
Yes. Embark is a long-term investment with a commitment period.
✓ The typical commitment or "lockup" period is 3 years. This can occasionally vary depending on the specific investment vehicle (SPV).
What happens after the term expires?
✓ Redeem your assets at their full, current market value.
✓ Explore options to convert your holdings into equity for continued long-term growth.
Can I use my retirement account?
Yes. Most retirement accounts like IRAs and SEPs are eligible.
✓ Participation is possible provided your account custodian permits investments in private Limited Partnerships (LPs). If not, it may require switching custodians, and we can suggest alternatives and guide you through the process.
Is there a minimum investment?
Yes. There is a minimum investment to participate.
✓ The typical minimum investment is $250,000 per Qualified Client. Note that specific SPVs may also have their own separate funding minimums (e.g., a $2M pool).
Can I exit the investment early?
Generally, no. Embark is structured as an illiquid, long-term investment.
✓ Early exits are discouraged to align with the strategy. While they may be possible under certain conditions, they could be subject to penalties. This is detailed in the Private Placement Memorandum (PPM).
What are the next steps?
1
Express Interest
Fill out our form to get started and specify your goals.
2
Introductory Meeting
We'll schedule a call to verify status and ensure a good fit.
3
Finalising Account
Review legal docs, subscribe, and finalize your account.
Note: All information remains private and is not made public.
How is Embark different from other Proflex products?
All-Access
DIY subscription service.
Managed Portfolios (SMAs)
Individually managed accounts with flexible deposits/withdrawals.
Embark ⭐
Pooled LP vehicle with commitment periods and standardized terms.
Common Foundation: All products share the same Amped Advantage engine and quantitative models.
Ready to Explore Embark?
Only Qualified Clients may participate. Schedule a no-obligation consultation and learn how Proflex Embark can fit into your investment strategy.
Why Choose Embark?
- ✓ Targeted 10%+ annual yield with upside preservation
- ✓ Tax-advantaged in-kind contribution (No sale, No tax event)
- ✓ Professional options strategies and risk management
- ✓ Institutional-grade custody and transparent structure
Principal:
Schedule a Consultation
Fill out the form below to get started.
⚠️ Important Disclaimers
Private Placement: All information is subject to review of the Private Placement Memorandum (PPM) and subscription/partnership documents before participation in Proflex Embark. Terms are subject to change.
Qualified Clients Only: This product is only available to Qualified Clients who meet accreditation requirements.
Educational Purpose: This information is for educational and informational purposes only. Past performance is not indicative of future results.
Risk Warning: All investment strategies involve risk, including the potential loss of principal. Extreme market crashes cannot be fully hedged.
Please review our Form ADV and consult with us to determine suitability for your specific financial situation.