0190-day pilot
Begin with a 90-day pilot on one mandate
In 90 days, AlphaSeek completes four deliverables on a single mandate. At the end, your team has seen the work and can decide whether to continue.
02Pilot deliverables
- Day 0
Program charter, portfolio mandate, and governance map
What the portfolio needs, what rules an opportunity out, and who decides.
- Day 30
Target universe, screens, and priority diligence pipeline
A universe specific to the mandate, with the screening standard applied.
- Day 60
Opportunity profiles and analysis of fit with the existing portfolio
Research on priority opportunities, framed against your existing portfolio.
- Day 90
Committee package, implementation plan, and proposal for an annual program
The materials your decision body needs, with a proposed scope for an annual program.
Pilot engagement
A 90-day engagement on a single mandate, followed by a review of whether to continue.
- Term
- 90 days
- Scope
- One defined mandate
- Programs
- Emerging manager or direct investment
- Decision rights
- Your investment office
- Continuation review
- Day 90
- Inquiry reply
- Within two business days
03Fees
Fees
Pilot 90 days, one defined mandate | $15,000 to $25,000 |
Annual program If the client continues after the pilot | $89,000 per year |
Pilot fees reflect the scope of the mandate and the research required for an institutional decision. Final fees and any nonstandard scope are confirmed in a written proposal.
No engagement begins until responsibilities, limitations, and terms are agreed in writing.
04Questions
Common questions from investment offices
Who makes the investment decisions?
Your investment office and its advisors retain every investment, legal, tax, fiduciary, and compliance decision. AlphaSeek prepares the research and the record that supports those decisions.
Who is AlphaSeek’s client?
The institutional client. AlphaSeek prepares research conclusions for the client under the agreed mandate, not for the manager or sponsor under review. AlphaSeek discloses in writing any commercial relationship with a reviewed manager before delivering its research.
What does the 90-day pilot include?
Work on one defined mandate and four deliverables: a program charter, portfolio mandate, and governance map; a target universe, screens, and priority diligence pipeline; opportunity profiles and analysis of fit with the existing portfolio; and a committee package, implementation plan, and proposal for an annual program.
What happens at the end of the pilot?
Your team decides whether to continue. If it does, the annual program fee is $89,000 per year. Final fees and any nonstandard scope are confirmed in a written proposal.
Does AlphaSeek offer securities or investment advice?
No. Information on this site is not investment, legal, or compliance advice and is not an offer of securities. Any investment decision requires independent diligence and advice from qualified professionals.
05Engagement
Begin with a 90-day pilot on one mandate
In 90 days, AlphaSeek completes four deliverables on a single mandate. At the end, your team has seen the work and can decide whether to continue.
A senior member of the AlphaSeek research team replies to each institutional inquiry within two business days.