Octanova
Operated by Octanova SCR
Octanova SCR is a Lisbon-based private equity and venture capital manager regulated by the CMVM. The firm invests globally across technology, innovation and high-growth sectors, combining disciplined analysis with an active, long-term investment approach.
About Octanova SCR
Octanova SCR is a CMVM-authorised Sociedade de Capital de Risco operating from Lisbon and specializing in private equity, venture capital and alternative investment strategies. The firm was created to support high-potential companies and thematic investment opportunities across Europe, the United States, and the Middle East with a particular focus on technology-driven transformation.
Open Opportunities
Currently accepting new investments
Horizon Fund
Horizon Fund is an open-ended, CMVM-regulated alternative fund that blends Portuguese fixed income with exposure to large-cap digital assets. Managed by Octanova SCR, it aims for long-term growth and eligibility for the Golden Visa by investing 65% in high-quality Portuguese bonds and up to 35% in BTC, ETH, and SOL through regulated custodians.
Key Highlights
Golden Visa–Aligned Open-Ended Fund Model
The firm pioneered an open-ended fund structure tailored for Golden Visa investors, blending liquidity, regulatory compliance, and a flexible multi-asset strategy that stands apart from traditional, long-locked private equity funds.
Tier-One Institutional Asset Custody
Investor capital is safeguarded by independent custodians, such as Millennium BCP and Bison Bank, ensuring assets remain segregated from the manager and protected through bank-level operational, compliance, and security protocols.
External Audit Performed by Ernst & Young (EY)
Octanova appoints EY as its external auditor, providing international-standard oversight on valuations, reporting processes and internal controls, and reinforcing the credibility of all published financial information and fund NAV calculations.
Thematic Funds Targeting Future-Oriented Sectors
The firm manages a diverse lineup of thematic investment vehicles focused on Web3, AI, tourism innovation and smart-city development, giving investors targeted exposure to sectors shaping Portugal’s next economic growth cycle.
Portugal–Brazil Cross-Atlantic Scaling Strategy
Through its Cross Atlantic Ventures Fund, Octanova invests in high-growth health, fintech, and deep tech companies with clear expansion paths between Portugal and Brazil, leveraging linguistic, cultural, and economic synergies between both markets.
ESG-Linked Fixed-Income Portfolio Exposure
Octanova has bonds from companies in renewable energy and industrial manufacturing, giving investors a chance to be part of sustainable growth areas and helping Portugal move towards green energy and innovative industries focused on exports.
Monthly NAV Reporting and Valuation Transparency
The Horizon Fund shares monthly updates on its NAV, giving investors regular and clear information about the value of both fixed-income and digital-asset investments, so they can see how the portfolio is doing and any changes in
Member of Portugal’s Official ADR System
The company takes part in the national alternative dispute resolution system, showing that it follows consumer protection rules and giving investors another way to seek help beyond regular oversight.
Team
Cláudia Balugas Quintas is the Finance Manager at Octanova SCR, bringing nearly two decades of experience in operational finance, middle-office...
Eunice Leão Pinto is Operations Manager at Octanova, overseeing fund setup, day-to-day operations and investor reporting across private equity,...
Henrique Anjos is a partner at Octanova SCR and a seasoned investment banker with more than 15 years of experience across Europe, North Africa, and...
Marcello Cavalcanti is a senior director at Octanova's Horizon Fund, bringing more than 25 years of global market experience across derivatives...
Marta Fernandes is a private equity analyst at Octanova. She contributes to portfolio research, asset monitoring, and investment analysis across...
Miguel Raposo is a shareholder at Octanova SCR and a seasoned executive with more than two decades of leadership across healthcare, pharmaceuticals...
Sónia Magalhaes is a managing partner at Octanova SCR, leading the firm’s strategy across alternative assets, digital finance, and deep-tech venture...
Stenio Franco is a Senior Director at Octanova, bringing more than twenty years of experience in cross-border M&A, private equity, venture capital...
Frequently Asked Questions
Octanova focusses more on studying themes and predicting future trends in sectors instead of just looking at past returns. Their team blends macroanalysis, quantitative modelling, and early-trend detection to identify opportunities in high-growth areas such as AI, digital assets, and futurecity technologies. Instead of simply allocating to established industries, the firm looks for emerging innovation cycles that can reshape markets over the next decade.
Risk management is handled through a structured framework combining volatility limits, sector diversification and strict compliance with CMVM-mandated controls. The team conducts ongoing scenario testing, liquidity reviews, and stress simulations across both the fixed-income and growth-oriented segments of each fund. This enables the manager to adjust positioning quickly when market conditions change, helping stabilise the portfolio while still allowing room for long-term performance.
Yes. Octanova regularly incorporates insights from external analysts, sector consultants, and institutional partners when evaluating new themes or technologies. This ensures investment decisions are informed by a broad mix of viewpoints rather than internal consensus only. These collaborations also help the firm validate assumptions, benchmark opportunities, and stay aligned with global innovation trends across Europe, Brazil, and the United States.
Aside from monthly NAV reporting, investors typically receive periodic commentaries that explain major market movements, portfolio positioning changes and relevant thematic developments related to each fund. These updates are written in accessible language, offering a practical overview of how current events may influence the long-term strategy. Clients can also request additional clarifications or documentation through the investor relations team when needed.
The firm tracks emerging markets through deal-flow networks, industry events, startup ecosystems and global innovation hubs. Octanova’s team actively reviews whitepapers, regulatory updates and sector roadmaps to spot structural shifts before they become mainstream. This allows them to move early into areas where long-term value could develop, such as blockchain infrastructure, intelligent mobility, or next-generation tourism technology.
While not exclusively branded as an ESG fund manager, Octanova considers sustainability factors when evaluating companies and sectors. This includes assessing environmental impacts, governance structures, long-term viability, and alignment with clean-energy or smart-city initiatives. Their inclusion of renewable-energy issuers in the fixed-income segment reflects a broader commitment to supporting sustainable economic development.
Octanova attracts a mix of international professionals relocating to Portugal, long-term, tech-savvy investors, and globally minded individuals seeking exposure to innovative sectors. Many clients value a combination of diversified assets, modern investment themes and a structure aligned with residency goals. The firm also appeals to investors looking for dynamic alternatives to traditional real estate or single-sector private equity funds.
Contact & Regulatory Information
Contact Details
Get in Touch with Octanova
Contact the fund manager team. They will respond within 24-48 hours.