Private market investing has operated on a flawed model. When it comes to the product side, the process of identifying, accessing, evaluating, and deploying capital into the best products has left much to be desired. Much of this process involves navigating through outdated, analog systems that do not provide investors with the transparency necessary to make informed decisions and select the most suitable investments. Whether individuals are managing their investments independently or relying on wealth managers, it's doubtful that they are maximizing their investment potential. By enhancing, or rather replacing, the current processes, we are confident that we can significantly improve the returns for our customers compared to the current status quo. On the transaction side, which includes tasks like developing allocation plans, completing subscriptions, and managing post-closure activities such as reporting, tax compliance, and portfolio modeling, the entire system is antiquated.
Something looks off?On-site & Remote