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Reduce Fees

As you add alternatives into your investment portfolio, an important consideration is the effect they will have on your overall risk/reward profile and expense ratio. In this section we share insights and recommend tools to help you manage a portfolio that includes alternative investments and the fees associated. Technology and new regulations haven’t just made it easier to invest in new companies, but they have also made it cheaper.

Investor Types - Who

Looking to invest in pre-seed stage startups? We offer research in leading funds, portals and innovative approaches to early stage company offerings.

Accredited Investors

SEC wealth standards met

Accredited Investor

Non Accredited Investors

92% of USA population (unsure start here)

Unaccredited or non accredited investor climb

Financial Advisors

Wealth advisors

Financial Advisors

Fund Managers & Analysts

Professional money managers

Fund Manager - Financial Analysts

 

 

 

Startup & Crypto Investments

Innovative Investing Portals

Our analysis and data on the platforms we cover to help you select where to invest based upon deal flow, returns, fees, and independent analysis. You will find growth investments in alternatives through portals for improved access and management, at lower costs

Innovative Funds - Invest In and Build - Reducing Fees

Investing in early stage businesses, venture, is one of the riskiest asset classes, so diversification through funds can lower the risk profile of your portfolio. The fund manager chooses a broad range of companies. Funds typically carry fees which can cut into your return on investment so we focus on the innovative structures that are helping reduce these costs. You will find top ranked venture, angel, and crypto fund managers noted for leveraging innovative technology solutions. We cover reviews, research, and analysis on the performance of these funds.

Services and Solutions

Asset Management

Equity Crowdfunding Portfolio ManagementDesign
Reduce Risk

Investing in early stage equity and coin offerings can produce impressive returns, but with those returns comes risks. We list and review platforms built to address risk and compliance.

Portfolio Management for Venture Capital and Private EquityEquity Crowdfunding Portfolio Management
Portfolio Management

Already Invested and need resources? Save time & money while staying compliant. Escape spreadsheets and paperwork.

Valuation and Due Diligence ServicesValuation and Due Diligence Services

We showcase a select set of valuation providers for help with the due diligence process.

 
 

Alternative Investments

An alternative investment is an asset that is not conventional, as opposed to stocks and bonds. Within alternatives private equity and venture capital (VC) has evolved into one of the most significant asset classes due to high returns. Startup companies, created at fraction of the time as previous businesses, are achieving billion dollar valuations, netting investors previously unheard of multiples and performance far outpacing traditional assets.

Most investing in these alternatives is highly regulated and historically was limited to wealthy individuals. In the past it was necessary to be fit the SEC's definition of wealthy enough via an accreditation process. These regulations are changing. Typically investors in these alternatives have been individual angel investors, fund managers of venture capital, private equity, and select hedge funds. Alternative Investments historically have been used for diversification and hedging. Alternative Investments typically have different costs or fee structures as well as tax considerations.

New forms of access to risk, and therefore returns, are arising through new regulations and the growth platforms providing access to equity and initial coin offerings. In other words, they're newer, more of an adventure and ripe for someone with their eye fixed on tomorrow, like yourself.

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