Our Process

You identify the right investment(s) for your clients and we design the offering terms, build the fund infrastructure and manage the daily fund operations. A complete outsourced solution that allows you to focus on what is most important, your clients.

  • Step 1: Discovery

  • Step 2: Design

  • Step 3: Development

  • Step 4: Fundraising

  • Step 5: On-boarding

  • Step 6: Management