Zurich financial district
mayaNomics Forum
Mandate Document · Investment Club Initiative

The Sovereign
Investor's Manual

How to Form and Operationalize an Investment Club Under the mayaNomics™ Framework

Confidential — For Qualified Investors2026 Edition · Zurich, Switzerland

A Public Commons Guide to Capital Aggregation, Cross-Border Collaboration, and Private Equity Ingress for the Globally Aware Allocator. This manual provides the complete operational blueprint for forming a compliant, blockchain-ledgered investment cooperative under Swiss private law.

47+
Nations Represented
CHF 50
Entry Threshold
9
Membership Tiers

mayaNomics™ GeoEconomics Forum

Dufourstrasse 49, Zurich, Switzerland 8008

mayanomics.org

mayanomics.org/investment-club

mayaNomics™ Investment Club — Sovereign Investor's Manual
Page 2
Foundation

What Is a mayaNomics Investment Club?

An Investment Club under the mayaNomics Framework is a self-managed, consensus-governed cooperative — not a commercial fund. It operates outside the restrictive boundaries of standard collective investment scheme laws (including Swiss CISA exemptions) by virtue of its egalitarian, participant-directed structure.

What It IS

  • A peer-governed capital cooperative
  • Exempt from CISA collective scheme rules
  • Anchored in Swiss private law principles
  • Blockchain-ledgered for full transparency
  • Open to retail and institutional allocators
  • Cross-border by structural design

What It Is NOT

  • A licensed investment fund
  • A managed account service
  • A speculative trading vehicle
  • A guaranteed-return product
  • A replacement for professional advice
  • A closed, invitation-only structure

Legal Basis — Swiss Private Law Exemption

Under Swiss law, a self-managed investment club where all members actively participate in investment decisions is not classified as a collective investment scheme under CISA (Art. 7 CISA). This exemption is the structural cornerstone of the mayaNomics model — every club formed through the Forum is built to satisfy this criterion from day one.

Investors in discussion

Why Now? The Geoeconomic Imperative

$12.4T
Sovereign wealth assets under management globally (2025)
68%
Of cross-border deals blocked by regulatory friction in 2024
3.2×
Return premium of coordinated club allocations vs. solo retail
mayaNomics™ Investment Club — Sovereign Investor's Manual
Page 3
Process

The Architecture of Club Formation

Forming a mayaNomics Investment Club follows a strict, repeatable four-phase protocol. Each phase has defined deliverables, governance checkpoints, and legal milestones.

01
Forum Alignment
02
Legal Hardening
03
Capital Aggregation
04
IVOA Deployment

Phase 01 — Forum Alignment

Duration: 2–4 weeksDeliverable: Signed Letter of Intent (LOI)

Identify co-allocators within the mayaNomics Portal using the Peer-to-Peer Synergy Engine. Filter by shared conviction, target asset class, geographic mandate, and risk tolerance. Minimum 3 members required; no maximum.

Checklist
  • Member KYC verification
  • Shared mandate document
  • Risk parameter alignment
  • LOI execution

Phase 02 — Legal Hardening

Duration: 3–6 weeksDeliverable: Club Constitution & Bylaws

Adopt the Forum's standardized structural bylaws. The constitution formally establishes the club as a self-managed cooperative under Swiss private law, documenting each member's active participation rights to satisfy the CISA exemption criteria.

Checklist
  • Adopt standard bylaws template
  • Register club entity
  • Open segregated account
  • Appoint club secretary

Phase 03 — Capital Aggregation

Duration: 4–8 weeksDeliverable: Blockchain Ledger Activation

Establish automated accounting tracks using the Forum's blockchain ledger tools. Every participant's voting weight, equity allocation, and capital contribution are recorded immutably — preventing internal disputes and providing audit-ready records.

Checklist
  • Ledger wallet setup
  • Initial capital deposits
  • Voting weight assignment
  • Contribution schedule

Phase 04 — IVOA Deployment

Duration: OngoingDeliverable: First Screened Deal Pipeline

Run all potential private deals through the IVOA Asset Screening Matrix to confirm structural soundness against geopolitical friction, regulatory freezes, and state-backed market distortions before any capital is committed.

Checklist
  • IVOA training session
  • First deal submission
  • Committee review
  • Capital deployment
mayaNomics™ Investment Club — Sovereign Investor's Manual
Page 4
Analytical Framework

The IVOA Asset Screening Matrix

The Investment Viability & Opportunity Assessment (IVOA) Matrix is the Forum's proprietary methodology for grading any Private Equity, venture, or real-world asset (RWA) allocation across six international policy vectors. It produces a composite score from 0–100 that determines deal eligibility for club deployment.

Financial analysis

Scoring Vectors & Weighting

VectorWeightKey Assessment Criteria
Geopolitical Stability Index25%Sovereign risk, treaty alignment, conflict proximity
Regulatory Compliance Score20%CISA exemptions, AML/KYC framework, cross-border legality
Capital Flow Liquidity20%FX convertibility, repatriation rights, clearing friction
Asset Structural Integrity15%Title clarity, encumbrance status, collateral quality
Counterparty Credibility10%Track record, governance transparency, ESG alignment
Alpha Corridor Potential10%Asymmetric upside, first-mover advantage, network effects
Composite IVOA Score100%Weighted aggregate — minimum 65/100 required for deployment

Score Band Interpretation

80–100
Green Light
Deploy with standard due diligence
65–79
Conditional
Deploy with enhanced monitoring
45–64
Hold
Structural remediation required
0–44
Reject
Do not deploy capital

Sample Scorecard — Illustrative Deal: East African Infrastructure Bond

Geopolitical Stability Index
72
18
Regulatory Compliance Score
85
17
Capital Flow Liquidity
60
12
Asset Structural Integrity
90
13.5
Counterparty Credibility
80
8
Alpha Corridor Potential
75
7.5
Composite IVOA Score
76
COND.

Note: The IVOA Matrix is a decision-support tool, not investment advice. All scores are illustrative. Club members retain full autonomous decision-making authority over capital deployment.

mayaNomics™ Investment Club — Sovereign Investor's Manual
Page 5
Membership

Tier Comparison & Access Matrix

mayaNomics operates a nine-tier membership structure across three governance levels. Each tier unlocks progressively deeper access to the Forum's analytical tools, governance rights, and Investment Club infrastructure.

Annual Membership Fees by Tier

Tier NameGovernance LevelAnnual FeeClub Access
Scholar / AnalystGeneral BodyCHF 50
ProfessionalGeneral BodyCHF 250
ExecutiveGeneral BodyCHF 600
Investors CommitteeRECOMMENDEDCommitteeCHF 2,000
Corporations CommitteeCommitteeCHF 4,000
Sovereign AgencyCommitteeCHF 7,000
Investors CouncilGoverning CouncilCHF 10,000
Corporate CouncilGoverning CouncilCHF 15,000
Sovereign NationsGoverning CouncilCHF 20,000

Feature Access by Governance Level

FeatureScholarProfessionalExecutiveCommitteeCouncil
Forum Discussion Access
Body of Knowledge (BoK)
Investment Club Formation
IVOA Screening Matrix
Sovereign Intelligence Loop
SPV / PPP Blueprint Library
Working Committee Seat
Governing Council Vote
Alpha Corridor Pre-Briefings
Smart Treaty Blueprints
Full Access
Partial / Limited
Not Included
mayaNomics™ Investment Club — Sovereign Investor's Manual
Page 6
Adhesion Gate

Execute Your Mandate — The Final Step

The era of the passive, locked-out retail observer is over. By stepping through the mayaNomics Ingress Protocol, you take your place as an architect of your own financial destiny. Below is the complete pathway from decision to deployment.

The Ingress Protocol — 5 Steps to Activation

1
Select Your TierChoose the membership level that matches your mandate. Investors Committee (CHF 2,000) is the recommended entry point for active club participation.
2
Review the Deed of AdhesionRead Appendix A — the Swiss-anchored governance principles that bind all mayaNomics members. This is your covenant with the Forum.
3
Complete the ApplicationSubmit your application at mayanomics.org/apply. Provide professional credentials, investment mandate, and geographic focus.
4
Execute PaymentAnnual membership fees are processed via secure Stripe checkout in CHF. Invoices are issued for institutional accounting purposes.
5
Access the Portal & Form Your ClubUpon approval, access the Peer-to-Peer Synergy Engine, identify co-allocators, and initiate Phase 01 of the Club Formation Protocol.
★ Recommended for Club Formation

Investors Committee

CHF 2,000
/year
Committee Mandate · Active Club Participants & Founders
  • Full Investment Club access
  • IVOA Matrix deployment
  • Working Committee seat
  • Smart Treaty Blueprints
  • Alpha Corridor pre-briefings

Investors Council

CHF 10,000
/year
Governing Council · Institutional Allocators & Sovereigns
  • All Committee benefits
  • Governing Council vote
  • Policy co-authorship rights
  • Direct sovereign deal flow
  • Quarterly strategy briefings
Your Council Seat Awaits

Move from Observation to Allocation.

Join 47+ nations of investors, policymakers, and strategists building the next generation of sovereign capital cooperation.

Apply Online
mayanomics.org/apply
Learn More
mayanomics.org/investment-club