View the managers in our program.
Private Equity Funds | Hedge Funds

Conflict-Free Manager Selection by our Experienced
Investment Committee

Oftentimes, platforms, banks, brokers, and third-party marketers receive placement fees from asset managers in exchange for distribution. Since 1994, as investors ourselves, we have always taken a conflict-free approach toward manager selection. We are not compensated by any of the managers on the platform, nor do we receive any placement fees for the distribution of any fund. Managers are selected based on their merit. We identify firms with proven track records through multiple market cycles, dedicated risk management processes, deep teams, and institutional service providers.

MANAGER SELECTION PROCESS

Universe of 10,000+
private equity & hedge funds

Qualitative Research funnel

Quantitative Analysis

Identify the alpha producers, using CrystalTools©, our proprietary analytics designed for investing in alternatives.

Alpha producers

Qualitative Research Blue Circle

Qualitative Research

Confirm the institutionality of each fund by reviewing the firms’ history, risk management process, depth of team, funds’ strategies, and more.

Platform selection

Qualitative Research Green Circle

Establish Relationship with Manager

Satisfy managers’ minimum investment, comply with legal requirements, and submit extensive paperwork.

Qualitative Research End of Funnel Cycle

Approved funds

Ongoing Fund Review

Perform onsite manager visits, attend conference calls, monitor capacity opportunities, review fund recommendations, and approve new funds in investment committee meetings.

Qualitative Research Dashboard

Qualitative Research & Due Diligence Reports

We provide granular transparency just clicks away - including the firm’s notable investments, historical performance, the opportunity set for a strategy, information on a firm’s team, and ongoing quarterly commentary directly from the managers.

Independent Oversight & Verification

We supplement our in-house research with a third-party operational assessment for each fund that typically includes financial statement analysis, legal and compliance, human capital, service providers, information technology, valuation, and background checks.

Qualitative Research Dashboard

Qualitative Research Dashboard

Exceptional Service, Backed by
Investment Experience

We have a seasoned team of investment professionals readily available to support you. Because we are objective, we are continuously monitoring the firms and funds on our platform. We look for changes in personnel, fund style-drift, and character breaks, among other factors that may affect a fund’s future performance. If we detect any significant changes, we make sure to inform you.

View the list of funds available.