For institutional and professional investors

01Programs

Direct Investment Program

For institutions that want a disciplined direct and co-investment pipeline without standing up an origination team.

Direct Investment Program

For institutions that want a disciplined direct and co-investment pipeline without standing up an origination team.

AlphaSeek sets the mandate, sources opportunities, screens out what falls outside it, and organizes the work your team needs to reach a decision.

Discuss a direct investment mandate
Scope
  • Mandate definition and exclusion criteria
  • Sourcing against the mandate
  • Early screening
  • Coordination of diligence through the committee decision

02Governance

Responsibilities set in writing

Both operate under a written mandate and produce the same governance record, screening file, and committee materials.

AlphaSeek is responsible for

  • Drafting the program charter and mandate with your team
  • Building a universe of opportunities specific to the mandate
  • Screening strategy, people, operations, terms, and conflicts
  • Writing research profiles and diligence findings
  • Preparing committee materials and implementation plans
  • Disclosing in writing any commercial relationship with a reviewed manager before delivering research

Your office retains

  • All investment approvals and commitments
  • Final manager and sponsor selection
  • Legal and tax determinations
  • Fiduciary and compliance decisions
  • The engagement and direction of your other advisors

03Fees

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.

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.

90-day pilot

For family offices, registered investment advisers, foundations, and endowments that want a repeatable way to find and assess emerging managers.

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.

Discuss a 90-day pilot

A senior member of the AlphaSeek research team replies to each institutional inquiry within two business days.