Solutions
We deliver Investment Advisory and Operational Efficiency Solutions specifically for the Alternative Investments industry, serving Private Funds and Real Estate Asset Management Firms and Asset Allocators.
Investment Advisory Solutions
Solutions and expertise for managing and advising on various alternative asset classes and client segments.
- Defined Contribution: Comprehensive leadership, service and support for bringing private investments into retirement plans.
- Private Wealth: Tailored solutions to address the market segments in private wealth for products and platforms using alternative investments in the US.
- Global Wealth: Cross-border advisory on structuring and distributing alternative investments.
- Global Institutional Solutions: Product design, segment analysis and distribution strategy.
Operational Efficiency Solutions
Technology and service integrations designed to streamline the operations of firms operating in the illiquid and semi liquid segment for both allocators and asset managers.
- White Label Technology: Custom branded platforms for reporting, data aggregation, and client access to alternative investment information.
- Agentic AI: Advanced AI systems to automate labor intensive tasks such as back office, research, diligence, reporting, and predictive analytics for alternative investments.
- Vendor Integration Solutions: Seamlessly connecting a firm's technology and vendor solutions such as custodian(s), reporting, accounting, and fund administration systems specific to private funds.
Solutions
We solve problems for Firms Allocating to Alternative Investments and Fund Managers
Grow
The Conduit team combines a proven relevant skill set in our target market with deep trusted relationships amongst the founding team
We have expertise and demonstrated success in the Global Private Wealth and the Defined Contribution Segment
We partner with you to determine:
Market Fit, Gaps to Address, Product Design, Distribution Strategy and Execution for a new product, market or geography
Improve
Our "white board discovery" informs implementation for outcome focused workflow process enhancements.
The Conduit team has built solutions for many highly respected firms via:
- Creating specialized AI agents
- Automating data sourcing interaction for enhanced decision making
- Improving margins for repetitive, predictable tasks and complex multi step workflows