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.
We work with RIA, MFO, Bank Trust, GP Funds and OCIO firms to reduce costs, improve client experience and enhance efficiency.
Investment Advisory Solutions
Solutions and expertise for managing and advising on various alternative asset classes and clients' segments.
- Defined Contribution: Comprehensive leadership, service and support for implementing private investments into retirement plans.
- Private Wealth
- Structuring and distribution strategy for US and non-US markets.
- Tailored products and platforms to address market segment requirements.
- 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 Integrations: Seamlessly connecting a firm's technology with vendors such as custodian(s), reporting, accounting, and fund administration systems specific to private funds.
Solutions
We empower execution for Fund Managers and Allocators
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 Private Wealth and Defined Contribution segments across:
- Product Structuring and Design
- Distribution Strategy
- Market and Geographic Requirements
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:
- Intelligent Automation: Utilizing Agentic AI to accelerate document analysis and due diligence.
- Enhanced Decision Making: Eliminating data silos through automated sourcing.
- Improving margins by automating complex, predictable tasks and intricate back-office operations.