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May 15, 2017:
SAF Platform wins Benzinga Award for Best Alternatives Platform

View the full list here.

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Powering Alternative Investments.

Automation technology for institutional investors and asset managers.

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Investor Portal

Investor Portal

Connect with institutional investors such as endowments, foundations, family offices,
and RIAs

Due Diligence

Due Diligence

Seamless integration with and consolidation of reports and data from investment consultants and OCIO providers

Electronic Subscriptions

Electronic Subscriptions

Digital workflows, virtual data rooms, integration with administrators, custodians, and DTCC-AIP

LIST FUNDS
Fund Portal

Fund Portal

Connect with asset managers and centralize fund data and materials across your investment portfolio

Due Diligence

Due Diligence

Seamless integration with and consolidation of reports and data from investment consultants and OCIO providers

Electronic Subscriptions

Electronic Subscriptions

Digital workflows, virtual data rooms, integration with administrators, custodians, and DTCC-AIP

BROWSE FUNDS
Digital Workflows

Digital Workflows

Manage investment transactions across administrators, custodians, managers, and investors with our innovative technology

Electronic Subscriptions

Electronic Subscriptions

Electronic collection and execution of investor documents, AML/KYC compliance, automation of capital calls, and e-signatures

Email Elimination

Email Elimination

Create efficiencies using access links to the platform for investor communications

Secure Online Environment

Secure Environment

Secure platform to access a consolidated view of fund materials and investor statements

Virtual Data Room

Virtual Data Room

Institutional investors may curate a custom menu of current and prospective funds

Investor Portal

Investor Portal

Asset managers may curate a custom menu of current and prospective investors

MANAGE FUNDS
SAF Platform Digital Highway

Technology to evolve  alternative investments

In collaboration with leading institutional investors, asset managers, and service providers we developed the SAF Platform for alternative investments.

EXPLORE THE PLATFORM