Investment Grade Infrastructure
We built what others couldn't: a complete investment platform seamlessly integrated into your network. Every deal has its own digital headquarters, rich with data, media, and analysis tools that institutional investors expect.
Because today’s capital deserves more than spreadsheets and email threads.
THE DISCOURSE LAYER
Questions Become Insights
Every deal includes its own built-in discussion space: threaded, real-time, and purpose-built for investor dialogue. The kind of exchange that turns good deals into great ones.
Because collective intelligence drives better outcomes.
UNIFIED PORTFOLIO VIEW
One Truth, One Place
Direct Addepar integration means members never leave your ecosystem to track performance. Real-time returns. Full transparency. The sophistication of institutional platforms with none of the complexity.
Your platform becomes home base.
MEMBER OPPORTUNITIES
Deal Flow from Within
Your network holds untapped deal flow: member-led opportunities ready to be shared. A dedicated marketplace lets members present their own deals, completely separate from your curated offerings. Full presentation capabilities. Clear oversight controls.
Their opportunities. Your standards. Flawless alignment.
AI-POWERED CONCIERGE
AI Deal Guides
Each opportunity has its own AI assistant, trained on the deal’s financials, documents, and disclosures. Members ask. It answers. Instant clarity, no hunting through PDFs.
This isn’t just AI. It’s competitive advantage.