Regulatory
Documents and policies.
We are a manager regulated by the CVM (Brazil's securities regulator). Below are Trivèlla Investimentos' institutional documents and current policies, available for download. Document titles are kept in Portuguese, their official filing language.
Formulário de Referência, policies and internal rules
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Formulário de ReferênciaReference Form2026 Download PDF — Reference Form, in Portuguese (1.0 MB)
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Política de SuitabilitySuitability Policy2026 Download PDF — Suitability Policy, in Portuguese (0.4 MB)
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Manual de PrecificaçãoPricing Manual2026 Download PDF — Pricing Manual, in Portuguese (0.2 MB)
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Política de VotoProxy Voting Policy2024 Download PDF — Proxy Voting Policy, in Portuguese (0.1 MB)
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Código de Conduta e ÉticaCode of Conduct and Ethics2024 Download PDF — Code of Conduct and Ethics, in Portuguese (0.2 MB)
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Política de Gestão de RiscosRisk Management Policy2024 Download PDF — Risk Management Policy, in Portuguese (0.2 MB)
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Política de Investimento Pessoal e Negociação de Valores MobiliáriosPersonal Investment and Securities Trading Policy2024 Download PDF — Personal Investment and Securities Trading Policy, in Portuguese (0.1 MB)
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Política de Rateio e Divisão de OrdensOrder Allocation Policy2024 Download PDF — Order Allocation Policy, in Portuguese (0.1 MB)
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Regras, Procedimentos e Controles InternosInternal Rules, Procedures and Controls2024 Download PDF — Internal Rules, Procedures and Controls, in Portuguese (0.2 MB)
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PLDFTAML/CFT Policy (PLDFT)2024 Download PDF — AML/CFT Policy (PLDFT), in Portuguese (7.4 MB)
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Política de Privacidade — LGPDPrivacy Policy (LGPD)2024 Download PDF — Privacy Policy (LGPD), in Portuguese (0.2 MB)
Ombudsman
A dedicated channel for questions, complaints and other concerns about our activities as a manager.
Next step
Investors
Venture capital funds built on structure.
Funds for Brazilian qualified investors (CVM Resolution 30). Information is restricted to investors with individual access.
Founders
First the test. Then the capital.
The Value Test is our free process for early-stage technology founders: we identify the constraint holding value back and test whether it can be removed.
Companies
Capital Readiness.
For companies with revenue and a capital event — a raise, a sale or a new partner — in the next 6 to 18 months. Fully online, starting with a questionnaire.