Family Offices & Allocators
We give family offices & allocators the leverage of a larger team: reducing manual workload while helping them invest wiser, operate leaner, and govern stronger.
Investors we serve
Investors we serve
Family Offices
Family Offices
Endowments & Foundations
Endowments & Foundations
Investment Consultants
Investment Consultants
We fast-track the implementation phase with accelerators
Accelerators for Allocators
Knoweldge
HubSurface relationships across managers, funds, strategies, and documents and see hidden connections.
Deal
ScreenerAuto-screen pitch decks and teasers cutting wasted time on low-fit deals.
Data Room
AnalysisIdentify missing or incomplete documents in sponsor data rooms instantly. Come up with questions that allocators can send sponsors.
Meeting
AssistantAttend every allocator meeting and call, generate summaries from pitch decks and auto-populate the CRM.
Investment
Due DiligenceAssess sponsor's strategy, investment process, team, assets, products. Generate follow-up questions to the sponsor.
Operational
Due DiligenceAssess sponsor’s fund operations, IT, compliance, and governance practices. Generate follow-up questions to the sponsor.
Risk
Due DiligenceConduct deal / strategy risk assessment against micro and macro factors. Present risk matrix of likelihood and probability outcomes.
Legal
Due DiligenceReview PPMs, prospectuses, and subscription docs. Reduce reliance on outside counsel for first-pass legal reviews.
IC Memo
PrepAuto-draft investment committee memos using outputs from diligence accelerators and the allocator analysis.
Report
SynthesizerCollect sponsor reports, extract data, convert into allocator-ready summaries and feed it into the Knowledge Hub.
We fast-track the implementation phase with accelerators
Accelerators for Allocators
Knoweldge
HubSurface relationships across managers, funds, strategies, and documents and see hidden connections.
Deal
ScreenerAuto-screen pitch decks and teasers cutting wasted time on low-fit deals.
Data Room
AnalysisIdentify missing or incomplete documents in sponsor data rooms instantly. Come up with questions that allocators can send sponsors.
Meeting
AssistantAttend every allocator meeting and call, generate summaries from pitch decks and auto-populate the CRM.
Investment
Due DiligenceAssess sponsor's strategy, investment process, team, assets, products. Generate follow-up questions to the sponsor.
Operational
Due DiligenceAssess sponsor’s fund operations, IT, compliance, and governance practices. Generate follow-up questions to the sponsor.
Risk
Due DiligenceConduct deal / strategy risk assessment against micro and macro factors. Present risk matrix of likelihood and probability outcomes.
Legal
Due DiligenceReview PPMs, prospectuses, and subscription docs. Reduce reliance on outside counsel for first-pass legal reviews.
IC Memo
PrepAuto-draft investment committee memos using outputs from diligence accelerators and the allocator analysis.
Report
SynthesizerCollect sponsor reports, extract data, convert into allocator-ready summaries and feed it into the Knowledge Hub.
We fast-track the implementation phase with accelerators
Accelerators for Allocators
Knoweldge
HubSurface relationships across managers, funds, strategies, and documents and see hidden connections.
Deal
ScreenerAuto-screen pitch decks and teasers cutting wasted time on low-fit deals.
Data Room
AnalysisIdentify missing or incomplete documents in sponsor data rooms instantly. Come up with questions that allocators can send sponsors.
Meeting
AssistantAttend every allocator meeting and call, generate summaries from pitch decks and auto-populate the CRM.
Investment
Due DiligenceAssess sponsor's strategy, investment process, team, assets, products. Generate follow-up questions to the sponsor.
Operational
Due DiligenceAssess sponsor’s fund operations, IT, compliance, and governance practices. Generate follow-up questions to the sponsor.
Risk
Due DiligenceConduct deal / strategy risk assessment against micro and macro factors. Present risk matrix of likelihood and probability outcomes.
Legal
Due DiligenceReview PPMs, prospectuses, and subscription docs. Reduce reliance on outside counsel for first-pass legal reviews.
IC Memo
PrepAuto-draft investment committee memos using outputs from diligence accelerators and the allocator analysis.
Report
SynthesizerCollect sponsor reports, extract data, convert into allocator-ready summaries and feed it into the Knowledge Hub.
"Reimagine how your team allocates."
"Reimagine how your team allocates."
Learn more about our Allocators Solution
Learn more about our Allocators Solution
Learn more about our Allocators Solution