Investing In The Future Of Tourism
Once Upon a House Fund
A Fund Building A Branded Hospitality Platform Of Hotels And Experience-Led Stays
OVERVIEW
Fund Overview
The Once Upon a House Fund is a closed-end venture capital fund dedicated to investing in high-potential companies operating in tourism, travel, and leisure services. The Fund seeks to promote growth, innovation, and value creation in the global hospitality and travel ecosystem.
OVERVIEW
Fund Overview
The Once Upon a House Fund is a closed-end venture capital fund dedicated to investing in high-potential companies operating in tourism, travel, and leisure services. The Fund seeks to promote growth, innovation, and value creation in the global hospitality and travel ecosystem.
TARGET Fund Size
€40 Million
Fund Type
Closed-Ended Venture Capital Fund
Fund Start Date
August 2026
objective
The Once Upon a House Fund aims to achieve long-term capital appreciation by supporting companies with strong fundamentals and scalability, leveraging innovation and technology to enhance competitiveness in the tourism and service sectors.
STRATEGY
Fund Focus
The Once Upon a House Fund focuses on acquiring majority positions in tourism, travel, leisure and wellness businesses - hotels, local accommodation, restaurants and tourist services - with at least 60% of assets invested in Portugal.
Empowering Expansion Through Strategic Investment
ASSET ALLOCATION
Majority equity stakes in tourism and hospitality companies
Hospitality operating assets
Convertible and hybrid instruments
Ancillary liquidity in monetary or sovereign instruments
GET TO KNOW US
Fund Focus
The Once Upon a House Fund focuses on acquiring majority positions in tourism, travel, leisure and wellness businesses - hotels, local accommodation, restaurants and tourist services - with at least 60% of assets invested in Portugal.
Empowering Expansion Through Strategic Investment
ASSET ALLOCATION
Majority equity stakes in tourism and hospitality companies
Hospitality operating assets
Convertible and hybrid instruments
Ancillary liquidity in monetary or sovereign instruments
PORTFOLIO
Investment Strategy
The Once Upon a House Fund invests primarily through equity and hybrid positions in growth companies within the tourism and leisure sectors, ensuring diversification and strategic control across its portfolio.
sectors covered
Tourism, Travel & Hospitality
Restaurants & Local Accommodation
Leisure & Entertainment
Wellness & Tourist Services
FACTSHEET
FACTSHEET
Fund Highlights
Fund Highlights
The Once Upon a House Fund promotes sustainable growth and digital transformation in tourism and hospitality. It applies ESG integration and active management to enhance value creation and competitiveness. The fund reinvests profits during the investment period and maintains semi-annual valuation and professional governance standards.
The Once Upon a House Fund promotes sustainable growth and digital transformation in tourism and hospitality. It applies ESG integration and active management to enhance value creation and competitiveness. The fund reinvests profits during the investment period and maintains semi-annual valuation and professional governance standards.
FUND TYPE
Fundo de Investimento de Capital de Risco Fechado
FUND TYPE
Fundo de Investimento de Capital de Risco Fechado
STAGE
Raising Capital
INVESTOR CATEGORY
Professional Investors
ISIN
PTEBEKIM0011
BANK
Bison Bank, SA
INVESTMENT OBJECTIVE
Create long-term value through majority and hybrid investments in tourism, hospitality, and travel-related companies.
FUND TYPE
Fundo de Investimento de Capital de Risco Fechado
FUND TYPE
Fundo de Investimento de Capital de Risco Fechado
STAGE
Raising Capital
INVESTOR CATEGORY
Professional Investors
ISIN
PTEBEKIM0011
BANK
Bison Bank, SA
INVESTMENT OBJECTIVE
Create long-term value through majority and hybrid investments in tourism, hospitality, and travel-related companies.
INVESTOR CATEGORY
Professional Investors
STAGE
Raising Capital
MIINIMUM CAPITAL REQUIREMENT
€ 100 000
MIINIMUM CAPITAL REQUIREMENT
€ 100 000
VALUATION FREQUENCY
Semiannually
INVESTMENT POLICY
The Once Upon a House Fund invests in growth companies and projects that contribute to the modernization and digital transformation of the tourism and leisure industries, supporting both economic performance and ESG principles.
INVESTMENT OBJECTIVE
Create long-term value through majority and hybrid investments in tourism, hospitality, and travel-related companies.
AUDITOR
Tocha, Chaves & Associados, SROC, Lda.
INVESTOR CATEGORY
Professional Investors
STAGE
Raising Capital
MIINIMUM CAPITAL REQUIREMENT
€ 100 000
MIINIMUM CAPITAL REQUIREMENT
€ 100 000
VALUATION FREQUENCY
Semiannually
INVESTMENT POLICY
The Once Upon a House Fund invests in growth companies and projects that contribute to the modernization and digital transformation of the tourism and leisure industries, supporting both economic performance and ESG principles.
INVESTMENT OBJECTIVE
Create long-term value through majority and hybrid investments in tourism, hospitality, and travel-related companies.
AUDITOR
Tocha, Chaves & Associados, SROC, Lda.
INVESTMENT POLICY
The Once Upon a House Fund invests in growth companies and projects that contribute to the modernization and digital transformation of the tourism and leisure industries, supporting both economic performance and ESG principles.
ISIN
PTEBEKIM0011
DURATION
10 years, extendable for additional two-year periods
VALUATION FREQUENCY
Semiannually
BANK
Bison Bank, SA
DURATION
10 years, extendable for additional two-year periods
AUDITOR
Tocha, Chaves & Associados, SROC, Lda.
MAIL US
hello@octanova.pt
MAIL US
hello@octanova.pt
INVESTMENT POLICY
The Once Upon a House Fund invests in growth companies and projects that contribute to the modernization and digital transformation of the tourism and leisure industries, supporting both economic performance and ESG principles.
ISIN
PTEBEKIM0011
DURATION
10 years, extendable for additional two-year periods
VALUATION FREQUENCY
Semiannually
BANK
Bison Bank, SA
DURATION
10 years, extendable for additional two-year periods
AUDITOR
Tocha, Chaves & Associados, SROC, Lda.
MAIL US
hello@octanova.pt
MAIL US
hello@octanova.pt
INVESTMENT STRATEGY
INVESTMENT STRATEGY
Investing in the Future of Tourism & Hospitality
Investing in the Future of Tourism & Hospitality
The Fund acquires majority positions in differentiated tourism, leisure and wellness businesses, with at least 60% of assets invested in Portugal, combining operating hospitality exposure with disciplined selection.
The Fund acquires majority positions in differentiated tourism, leisure and wellness businesses, with at least 60% of assets invested in Portugal, combining operating hospitality exposure with disciplined selection.
Branded Hospitality Platform
Building a scalable, branded hospitality platform across hotels, local accommodation and experience-led stays, with the potential to replicate a recognised brand across multiple assets and locations.
Branded Hospitality Platform
Building a scalable, branded hospitality platform across hotels, local accommodation and experience-led stays, with the potential to replicate a recognised brand across multiple assets and locations.
Sustainable Tourism & Wellness
Investing in forward-looking tourism, hospitality and wellness concepts that combine innovation, digital transformation and sustainability.
Sustainable Tourism & Wellness
Investing in forward-looking tourism, hospitality and wellness concepts that combine innovation, digital transformation and sustainability.
Prime Destinations & Locations
Targeting hospitality and leisure assets in prime locations and resilient-demand destinations, benefiting from scarcity, strong appeal and international visitor flows.
Prime Destinations & Locations
Targeting hospitality and leisure assets in prime locations and resilient-demand destinations, benefiting from scarcity, strong appeal and international visitor flows.
Branded Hospitality Platform
Building a scalable, branded hospitality platform across hotels, local accommodation and experience-led stays, with the potential to replicate a recognised brand across multiple assets and locations.
Branded Hospitality Platform
Building a scalable, branded hospitality platform across hotels, local accommodation and experience-led stays, with the potential to replicate a recognised brand across multiple assets and locations.
Sustainable Tourism & Wellness
Investing in forward-looking tourism, hospitality and wellness concepts that combine innovation, digital transformation and sustainability.
Sustainable Tourism & Wellness
Investing in forward-looking tourism, hospitality and wellness concepts that combine innovation, digital transformation and sustainability.
Prime Destinations & Locations
Targeting hospitality and leisure assets in prime locations and resilient-demand destinations, benefiting from scarcity, strong appeal and international visitor flows.
Prime Destinations & Locations
Targeting hospitality and leisure assets in prime locations and resilient-demand destinations, benefiting from scarcity, strong appeal and international visitor flows.
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