🏹Sourcing Wines

How WineFi sources investment-grade wine.

Every purchase we make is backed both by data and by the expertise our veteran investment committee. We use millions of datapoints across tens of thousands of wines to identify opportunities most likely to outperform the fine wine market. Each wine is ranked on the vintage level (e.g. 2008 Louis Roederer Cristal) and assigned with a WineFi Investment Score (WIS). We then pass this data to our Investment Committee, who go on to propose this selection to Syndicate Members. In most cases, Private Clients rely on our discretion.

Whilst past performance is not indicative of future results, through thousands of backtests, investing in wines using this ranking model has so far consistently outperformed the wine markets.

See Investment Approach and Quantitative Analysis for more.

Our Sourcing Process

1

Investor Approval

Once producers in scope have been collectively approved, WineFi facilitates sourcing and execution in line with those instructions.

2

Identification

Identify the characteristics of the wines we need to buy to meet the ideal weightings based on:

• Region

• Colour

• Price-Bracket

• Age

• Producer

3

Solicit Bids

Take bids at, or below, our target price from a number of different channels:

• Private Client Stock

• Wine Trade Exchanges (e.g. Liv-ex, Cru World Wine, Bordeaux Index)

• Merchants and Distributors

• Négociants

If these wines meet our purchase criteria, we purchase them and transport them to our bonded warehouse. For more, see Storage and Insurance.

4

Identify Provenance / Condition

We only buy wines that have been stored "in bond" and a bonded warehouse, Coterie Vaults, runs checks to ensure the condition and provenance of the wines upon arrival. The wines are ring-fenced, and are stored under the names of Syndicate Members or Private Clients. This means that, even if in the unlikely event that WineFi were to cease trading, the wines remain the property of the underlying client.

5

Ongoing Condition Checks

Investors can verify both their ownership of the wines and their condition at any time via a third-party. Condition reports are payable, by investors, at £12 (~$15) per 12x75cl case.