01Programs

Emerging Manager Program

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

Emerging Manager Program

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

AlphaSeek sets the program with your team, runs the pipeline, completes the initial research, and prepares each case for your investment committee.

Discuss an emerging manager mandate

Scope

Program charter and governance
Pipeline management across the target universe
Initial research on each qualified manager
Committee-ready case preparation

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

04Programs

Direct Investment Program

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

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.