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