3 Innovative Ways to Solve Your Alternative Investments Needs

01

Issuer Solutions

OBJECTIVE
Access strategic sources of capital for pooled investment sponsors and private companies to support winning investment ideas

USERS

 – Hedge funds,

 – PE/VC/RE Funds,

– DPPs,

– Pre-IPO companies

SERVICES

  • Introductions to strategic investment capital
  • Marketing material preparation and campaign coordination
  • Counterparty due diligence
  • Deal structuring assistance
  • Investor subscription facilitation

02

Investor Solutions

OBJECTIVE
Identify, structure and diligence unique and compelling investment
products for eligible investors

USERS
– Institutions,

– Family Offices,

– Endowments,

– Foundations,

– UHNWIs

REFERRAL & CONSULTING SERVICES

  • Product referrals (primaries and secondaries)
  • Deal structure assistance (syndications, club deals)
  • Counterparty due diligence
  • Offering documents and marketing material review
  • Legal/Compliance best practices

03

Intermediary Solutions

OBJECTIVE
Provide financial intermediaries a competitive selection of alternative
investments to gain a market edge

USERS
– Wealth Managers,

– Investment Advisers,

– Broker-Dealers,

– Trust Companies

SERVICES+

  • Issuer introductions
  • Alts portfolio consulting
  • Alts platform consulting

Let Us assist you