Investor LoginInvestor Relations: 561-600-0707

CDB investment strategy

One Platform.
One Goal.

Institutional Multi-Asset
Income Strategy

A diversified alternative multi-asset investment designed to generate consistent income, with a focus on long-term capital preservation across changing markets—all within one professionally managed bond.

For accredited investors only.

explore the strategy

compound diversified bond CDB snapshot

Target APY

8.95%

Investment Term

12 Months

Minimum Investment

$10,000

Bond Unit

$1000

Distribution

Monthly

Management

Professional

strategic allocation

Private Credit

35%

Real Assets

25%

Private Equity

15%

Inflation Protection

15%

Liquidity Reserve

10%

Allocations are target ranges and many change without notice.
See important desclosures.

start investingSpeak With Investor Relations

For accredited investors only.

Explore the Strategy

Private Credit

Real Assets

Private Equity

Inflation Protection

Liquidity Reserve

compound diversified bond CDB snapshot

Target APY

8.95%

Investment Term

12 Months

Minimum Investment

$10,000

Bond Unit

$1000

Distribution

Monthly

Management

Professional

strategic allocation

Private Credit

35%

Real Assets

25%

Private Equity

15%

Inflation Protection

15%

Liquidity Reserve

10%

Allocations are target ranges and many change without notice.
See important desclosures.

Investment term

12 Months

Closed end strategy

target APY

8.95%

Annualized

minimum investment

10,000+

$1000 bond units

institutional access

Diversified

Across multiple asset classes

how it works

Patient capital.
Disciplined underwriting.

The strategy is designed around a clear objective: pursue dependable income while preserving the flexibility to respond as markets change. Every allocation must earn its place through income potential, downside protection, diversification value, or liquidity.

Underwrite the Downside

Focus on collateral, cash flows, seniority, covenants, manager quality, and credible paths to repayment.

Diversify the Drivers

Combine strategies that respond differently to growth, inflation, interest rates, and market cycles.

Allocate with Purpose

Balance current income, long-term value, resilience, and liquidity within one actively managed portfolio.

01 / CORE INCOME

Private Credit

CDB’s principal income sleeve provides financing directly and through specialized institutional managers. Direct real estate lending is the sleeve’s primary strategy, complemented by asset-backed, specialty-finance, and corporate-credit opportunities.

How income may be generated

Contractual borrower interest, loan origination and extension economics, and distributions from selected private-credit funds.

Representative strategies

  • Senior secured real estate loans

  • Bridge lending

  • Asset-backed lending

  • Specialty finance

  • Corporate direct lending

  • Institutional credit funds

Underwriting priorities

  • Collateral coverage

  • Senior position

  • Borrower cash flow and equity

  • Covenant protection

  • Repayment analysis

  • Manager discipline

Principal considerations: borrower default, declining collateral values, foreclosure or recovery costs, leverage, manager execution, and limited liquidity.

02 / DIVERSIFIED REAL-ASSET INCOME

Real Assets & Infrastructure

Separate from CDB’s direct lending program, this sleeve may invest through institutional funds and strategies that own or finance operating real estate, infrastructure, energy, and other tangible assets.

Supporting sources of income

Operating cash flows, rents, infrastructure payments, fund distributions, and real-asset credit income.

Representative strategies

  • Income-producing real estate funds

  • Industrial logistics

  • Data centers

  • Power generation

  • Utilities

  • Transportation infrastructure

Selection priorities

  • Essential-use demand

  • Contracted revenues

  • Asset quality

  • Operator experience

  • Duration and liquidity

Principal considerations: operating performance, tenant or user demand, regulation, leverage, construction exposure, and limited liquidity.

03 / LONG-TERM VALUE

Private Equity

Selective ownership exposure to private companies where experienced managers can support growth, improve operations, or strengthen capital structures. This sleeve is intended to complement the portfolio’s contractual-income foundation.

How returns may be generated

Operating growth, cash distributions, recapitalizations, and realized gains.

Representative strategies

  • Buyout funds

  • Growth equity

  • Secondaries

  • Co-investments

  • Income-oriented equity

Selection priorities

  • Recurring revenue

  • Free cash flow

  • Defensible market position

  • Valuation discipline

Principal considerations: business performance, leverage, valuation changes, long holding periods, and uncertain exit timing.

04 / PURCHASING-POWER RESILIENCE

Inflation-Sensitive Assets

A selective allocation to precious metals, related credit, royalties, and other assets whose values or revenues may respond differently when inflation, real rates, or commodity prices change.

Role within CDB

Broaden the portfolio’s economic drivers rather than serve as its principal source of current income.

Representative strategies

  • Physical gold and silver

  • Precious-metals credit

  • Royalty strategies

  • Commodity-linked income

  • Inflation-linked securities

Selection priorities

  • Liquidity

  • Custody and counterparty quality

  • Income contribution

  • Portfolio correlation

Principal considerations: commodity-price volatility, no contractual income from physical metals, custody exposure, regulatory risk, and changing inflation expectations.

05 / PORTFOLIO FLEXIBILITY

U.S. Treasuries & Liquidity

A dedicated reserve invested primarily in high-quality, short-duration instruments. This sleeve is designed to support bond obligations, provide liquidity, and preserve dry powder for new lending opportunities.

How income may be generated

Interest from U.S. Treasury bills, government money-market instruments, and selected short-duration liquid credit.

Representative instruments

  • U.S. Treasury bills

  • Government money-market funds

  • Cash equivalents

  • Short-duration investment-grade credit

Management priorities

  • Capital preservation

  • Daily liquidity

  • Short duration

  • Settlement readiness

  • Counterparty quality

Principal considerations: interest-rate and reinvestment risk, credit exposure in non-government instruments, and lower expected returns than less-liquid strategies.

One professionally managed portfolio. Multiple sources of income.

Compound provides a direct digital experience while the investment team manages allocation, portfolio income, liquidity, and ongoing oversight.

start investingSpeak With Investor Relations

cdb strategy

Private CreditReal Assets & InfrastructurePrivate EquityInflation-Sensitive AssetsU.S. Treasuries & Liquidity

company

Who we areCompound BondsOur InvestmentsInsights

resources

CalculatorHelp CenterFAQs

get in touch

Contact UsOur OfficesInvestor Relations

discover

LegalFAQs
© 2026 Compound Diversified Bonds Inc. All rights reserved
Privacy PolicyTerms of ServiceSEC Filings

Compound Diversified Bonds Inc. 1185 Avenue of the Americas, 3rd Floor, New York, NY 10036

Compound Diversified Bonds Inc. is not an investment adviser and is not registered, licensed or supervised as such with the SEC or FINRA. This information is for educational purposes only and does not constitute investment or tax advice. You must make your own investment decisions or do so in consultation with a financial advisor to determine whether an investment in Compound Diversified Bonds is right for you. We are not utilizing the Site to provide investment or other advice, and no information or material at the Site is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions. The sale or offer of securities will only take place upon reading of the offering materials and associated documents.

Compound Diversified Bonds Inc is not a bank and investments in Compound Diversified Bonds are not bank deposits. They are not insured by the FDIC. Investing in Compound Diversified Bonds involves risk of loss. You should always carefully consider investments in any security and you should be comfortable with your understanding of the investment and its risks. For more information on risks related to investments in our securities, please see our most recently filed Offering Circular and review our other filings with the Securities and Exchange Commission or here. Please read the "Risk Factors" section of our offering circular for a number of risks affecting our business. Our offering circular is available on our website through the filings link or here.
Compound Diversified Bonds are unsecured bonds issued by Compound Diversified Bonds Inc. and are not secured by any specific asset or assets.

The information in the offering circular will be more complete than these materials. The information is for discussion purposes only and no representations or warranties are given or implied. Do not place undue reliance on this information. You are required to read the offering statement filed with the SEC before purchasing any bonds. This website must be read in conjunction with CDB's offering circular in order to fully understand all the implications and risks of an investment in CDB. Neither the SEC nor any state securities commission or regulatory authority approved, disapproved, endorsed, or recommended the merits of the offering described in the offering circulars or reflected on this website. Any references on this website to past results should be read with the knowledge that past results are not indicative of future results. By accessing this site, and any pages thereof, you agree to be bound by our Terms of Use and Privacy Policy.

Forward Looking Statements: Certain information contained in this website constitutes “forward-looking statements.” These forward-looking statements can be identified by the use of forward-looking terminology, such as “expects,” “may,” “will,” “should,” “seeks,” "strives," "aim," "plan," “approximately,” “predicts,” “intends,” or other comparable words thereof. These may include our underlying assumptions, statements about plans, objectives and expectations with respect to future operations, statements with respect to acquisitions, statements regarding future performance, and statements regarding future potential investments, asset types, and its geographic regions. Such forward-looking statements are inherently uncertain and there are or may be important factors that could cause actual outcomes or results to differ materially from those indicated in such statements. These factors include but are not limited to those described under the section entitled “Risk Factors” in CDB's offering circular, and any such updated factors included in our periodic filings with the SEC, which are accessible on our website. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in our SEC filings.