One platform that helps your team review private investments before clients buy, and give them the full picture after they do.
Built by a team from
The problem
Private markets are now table stakes for top advisors. The work around them isn't.
Vetting a private deal takes weeks of reading.
Diligence leaves no record of what was reviewed.
Clients can't see their public and private holdings in one place.
Statements, capital calls and K-1s arrive by email and portal, one sponsor at a time.
01 · Before you invest
Everything you need on a deal, from sponsor documents and public records, in one place with an audit trail.
02 · After you invest
Every client's positions, public and private, in one up-to-date view for you and your clients.
Security
Each firm's data is stored separately and privately, with no shared workspace between firms.
Delete a deal or a client and everything that belongs to it goes with it.
A timestamped record of reviews and approvals.