CapCut AI

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ByteDance’s AI video editing suite — a product inside a private group.

Pre-IPO · Private market Creative AI Tools

What this position signifies

As with ChatGPT, this is a product rather than a company. CapCut belongs to ByteDance, which is privately held, so exposure means private-market exposure to ByteDance as a whole — inseparable from TikTok and from the regulatory pressure TikTok attracts in several jurisdictions. Illiquid, valued only at secondary transactions, and politically exposed.

What actually moves it

  • ByteDance private valuation
  • Creator tool monetisation
  • TikTok regulatory outcomes
  • Secondary market liquidity

Before you commit to a pre-IPO position

There is no public ticker and no exchange on which to sell. A pre-IPO allocation is valued only when a new funding round prices it, which can be a year or more apart, so the figure you see between rounds is an estimate rather than a market price. Capital is returned only at a liquidity event — an IPO or an acquisition — and there is no guaranteed date for one, or guarantee that one happens at all. Size this position as money you can leave untouched.

Deposit sections

Amounts for CapCut AI

Four ways to hold this position. The tier you choose sets the minimum, the holding period, and how actively the allocation is managed.

Explorer
$1,000
up to $9,999
Minimum hold · 90 days

Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.

Deposit at Explorer
Accelerator
$10,000
up to $49,999
Minimum hold · 180 days

A direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.

Deposit at Accelerator
Frontier
$50,000
up to $249,999
Minimum hold · 12 months

A concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.

Deposit at Frontier
Venture
$250,000
and above · by arrangement
Minimum hold · 24 months

Long-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.

Deposit at Venture