Methodology
Strategic Investment Playbooks
Think of each primer not as a report, but as a due diligence framework — a roadmap that allows allocators to immediately weigh the viability of an asset class.
In the initial phase, partners receive access to the comprehensive Asset Class Primer and direct dialogue with the Research Lead for thesis pressure-testing.
Structure
What Each Primer Includes
01
Strategic Positioning
Assessment of the asset class relative to the broader macro environment and traditional portfolio correlations.
02
The Real Mechanics
A transparent look at unit economics, value drivers, and sensitivity tables.
03
Operational Roadmap
How-to guides regarding access, execution, legal structures, and best practices.
04
The Risk Ledger
A comprehensive, unvarnished list of pitfalls, platform risks, and mitigation strategies.
05
Benchmarking
Comparable transactions and precedent data (where available) to ground valuation.
06
Active Monitoring
Key metrics and trigger points to watch for ongoing management.
Each primer runs 10–20 pages, structured to enable direct use in investment committee presentations and allocation decisions.
Coverage
Where We Specialize
Open Minds targets non-standard investment categories where information asymmetry is high, but reliable, conflict-free coverage is scarce.
Digital Assets
Tokenized securities, crypto-native yield strategies, and blockchain-based settlement infrastructure.
Media & IP Rights
Music royalties, film slates, sports media rights, and other cash-flowing intellectual property.
Specialty Finance
Litigation finance, trade receivables, insurance-linked securities, and other non-correlated credit structures.
Real World Assets
Tokenized real estate, agricultural land, infrastructure debt, and collateralized physical assets.
See It in Practice
Browse our published primers to see the framework applied across different asset classes.
Explore our primers