Traditional wines
Fine wines with established reputations, on mature markets. Performance comes from the purchase price.
5% to 10%target performance objective, not guaranteed
Invest · The Club Deal
A wine should know how
to come out of its reserve.
Waiting for the market to rise is no longer enough. The Club Deal buys fine wines and U'Weini wines at the target price, with a resale strategy defined before purchase. Each operation is independent: you approve it, or not.
Cave INVEST mandate · AMF D-17-010% entry, management and storage fees12 to 24 months per operation
The offer
Control as the
driver of performance.
The goal is no longer to wait for a hypothetical market rise. It is to execute a strategy.
01
The target price, or nothing
If a wine's target purchase price is not reached, the wine is dropped. Uninvested sums are returned to you.
02
We invest on figures
AI Smart Supply, our proprietary tool, analyses price history, stocks, sell-through speed and distribution channels.
03
The exit is defined before purchase
Channels, target resale price and maximum duration are set as soon as the operation is created.
04
The whole chain, in-house
Selection, purchase, secure storage, resale and delivery by the bottle: ten years of U'Wine expertise.
Two engines of value creation
Traditional wines, U'Weini wines, or both.
U'Weinivisual to be supplied
U'Weini wines
U'Wine's own brand, growing fast. Margins secured at acquisition; the challenge shifts to distribution speed, B2C and B2B.
7% to 15%target performance objective, not guaranteed
Depending on opportunities, a Club Deal may contain only one of the two categories. Performance objectives are not a promise; capital is not guaranteed.
How it works
Three steps to subscribe,
a cycle of 24 months at most.
01
The mandate
You sign the Cave INVEST mandate on the U'Wine platform. Once and for all.
02
The Club Deal option
You activate it in your personal space.
03
One subscription per operation
For each Club Deal, an electronic form lets you enter your amount. Or pass.
T0Creation and funding
The Club Deal is presented, you subscribe.
T0 + 2 monthsPurchase and receipt
The wines arrive at Dartess, in Bordeaux. Your stock is individualised.
T0 + 3 to 5 monthsPut on sale
On the selected channels, according to the defined strategy.
T0 + 3 to 24 monthsDivestments
Every month, in cash as sales come in, or in bottles if you prefer, from your space.
Before each operation, you know everything.
Portfolio composition, target acquisition price, resale objective (not guaranteed), maximum duration, distribution fees, three performance scenarios and how to recover the wines.
Security & AMF
Facts, not promises.
0%
Subscription, management and storage fees. All the money buys wine.
D-17-01
Cave INVEST mandate, registered with the AMF on 5 May 2017.
Bordeaux
Storage at Dartess, individual contract in your name. The wines are yours.
Never
No bottle sold below its purchase price without your consent.
The fees, in order
On each resale, the proceeds excluding VAT are split as follows: 1. U'Wine pays you the proceeds, up to the purchase price excluding VAT of the wines. 2. Then any priority return defined for each wine. 3. Any balance goes to U'Wine as distribution fees, covering storage, logistics and marketing. If no wine is sold, no fee is due.
The main risks
Illiquidity on our networks and on B2B and B2C markets; wine selection and purchase decisions; capital loss on resale; climate and vintage hazards; counterparty risk towards estates, merchants and U'Wine; delivery of the wines and payment of VAT if marketing fails within the set period.
If wines remain unsold at the end of the operation, they are delivered to you. VAT and delivery costs are then payable by you.
VAT and exit
The wines are bought under VAT suspension; it is only due on physical delivery. You exit through resale on the U'Wine network, or by collecting your bottles for your own consumption.
Prefer to choose your wines yourself?
Cave Liberté, with no duration or minimum.
You buy in the shop, excluding tax, we store in Bordeaux. You collect them, or resell them on our marketplace.
Investing in wine carries a risk of partial or total capital loss and a risk of illiquidity; duration and resale are not guaranteed. The Club Deal is an option of the U'Wine - Cave INVEST offer, registered with the AMF under no. D-17-01. Cave Liberté is the trade name of the U'Wine - Cave CONSO offer, registered with the AMF under no. D-23-01. The information notices, including the risk factors, are available free of charge from U'Wine.