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Bylaws, policies, and public reports.Bylaws, policies, and public reports.

Governance & Compliance

Institutional Governance
Corporate Bylaws, Code of Ethics & Conduct
Transparency
Closed Offerings Panel, Defaulting Issuers Report
Legal & Privacy Framework
Terms of Use, Privacy Policy (LGPD)

Capital Markets Terminology

Essential concepts for analyzing private corporate offerings and structured credit instruments.

Alternative Investments

Asset classes beyond traditional bank products and public equities, encompassing private equity, venture debt, real estate/agribusiness receivables (CRI/CRA), and structured commercial notes.

CRI (Real Estate Receivables Certificate)

Fixed-income security backed by real estate cash flows and fiduciary collateral. Exempt from Income Tax for individual investors resident in Brazil.

CRA (Agribusiness Receivables Certificate)

Fixed-income security backed by agribusiness credit rights across production and export chains. Exempt from Income Tax for individual investors resident in Brazil.

Institutional Due Diligence

Auditable legal, tax, financial, credit, and reputational verification conducted by Poupz Capital's Structuring Committee prior to authorizing any public offering.

Suitability (Investor Profile Verification)

Evaluation that matches an investor's risk tolerance, liquidity horizon, and annual preservation limits with each security.

CVM Resolution No. 88/2022

Regulatory framework of the Brazilian Securities and Exchange Commission (CVM) governing Electronic Participative Investment Platforms (PEIP) for public offerings up to R$ 15 million.