OUR STORY
Our Approach
We’re technologists, ex-GPs, and compliance nerds with one thing in common:
We’ve lived the chaos of alternative funds, and we’re here to fix it.
Traditional Distribution Is Failing
Legacy systems treat private fund workflows like spreadsheets and PDFs, with no unified data, no compliance oversight, and no efficient advisor experience. We believe that’s not just inconvenient.
It’s a risk.
Our Philosophy: Decentralized Distribution. Centralized Intelligence.
We believe in giving advisors tools to independently access and complete investments while offering enterprises and sponsors centralized oversight, data visibility, and control.
The Principles That Guide Us
API-First Architecture
for easy integration.
Modular, Configurable Workflows
to suit firms of any size.
Digital Subscription Agreement Software
with compliance baked in.
Compliance-First By Design
including FINRA Rules 4511 & 2111 workflows.
Rapid Iteration
based on real user feedback.
Ongoing Innovation
We deploy product updates weekly and partner closely with clients to launch features that move the needle—like investor accreditation verification, advisor onboarding UX, and straight-through processing for alternatives.
