Level Up: Elevating our platform strategy

Here's what this means to you ...We begin our due diligence process with you by filtering the platform’s third-party funds with various inputs, ranging from risk tolerance and strategies to specific sectors and industries. We filter private market funds investing in artificial intelligence, cybersecurity, and healthcare (to name a few sectors) across different company stages and geographic focuses. For hedge funds, we filter by strategy, correlation, risk profile, and size. Finally, we arrive at a curated group of funds ready to be added to your portfolios.

Managing your Account

These cutting-edge tools empower us to streamline your investment journey. Easily subscribe to multiple funds with minimal documentation, efficiently manage and rebalance portfolios, address liquidity needs, and stay informed about capital calls and commitments. Our experienced team ensures you receive timely notifications about new fund additions, impending fund closures, and exclusive limited capacity opportunities, enabling you to make informed investment decisions confidently.

Portfolio Creation and Management

Cutting-Edge Cloud-Based Portfolio Management Tools. We access real-time proprietary analytics and portfolio optimization technology to craft proposals for out clients efficiently. This tool enables easy portfolio rebalancing, management of liquidity requirements, and precise tracking of capital calls.

Insightful Research

Insightful Research & Comprehensive Due Diligence Reports. Provides transparent insights into your investments, covering notable investment details, historical performance, strategy potential, team information, and regular manager commentaries.

Effortless Subscription Process

Effortless Consolidated Electronic Subscription Process. Enables your subscription to multiple alternative investment funds through a single electronic subscription document, simplifying the investment process.

Consolidation

Simplified Consolidated Account Statements, Audits, & K-1s. Consolidates multiple account statements, audits, and K-1s issued by each underlying investment, simplifying reporting and document management.

Integration

Seamless Integration with Major Custodial Platforms. Connects seamlessly with various data aggregators and major custodial platforms for efficient data flow and accessibility.