Frictionless digital experience for wealth managers & RIAs seeking exposure to venture capital.
Investors look for wealth preservation to pass to next generations. They want to preserve their legacy and build on top of it. Building a Venture portfolio allows you to align purpose, values and interests with your investment thesis, rather than investing in one-size-fits-all strategy.
91% of investors prefer their wealth advisors understand their values and customize an investment portfolio centered around them.
Investors are increasingly seeking to diversify their asset allocation, with a growing appetite for alternative investments
Venture capital has outperformed public markets over various periods. In fact, venture capital funds globally recorded the best performance among all private capital strategies in the first quarter of 2021
Expand your investment offerings
Manage your venture capital client's portfolio with ease
Differentiate your practice
Unlock new growth opportunities