The Digital Imperative

BridgePort is a highly compatible, fully agnostic, private investment ecosystem that powers bespoke, all-digital client solutions across the private markets value chain:

Sponsors
Advisors
Third-Party Administrators
ATS Platforms
Diligence Providers
Liquidity Providers

Key Features

Private Investment Sponsors

Seamless access

Enable seamless access to an expansive and essential distribution channel where wealth advisors and allocators search for, access, diligence, share with, onboard and transact for clients in an all-digital, paperless environment

Essential tools

Enable a variety of essential tools such as dynamic data searches- private investment type, industry, strategy, sector, theme, geography, program, as well as key performance metrics (where applicable) such as IRR, volatility, correlation, drawdowns, Sharpe, Calmar and more

Advisors

Custom Watchlists

Create custom Watchlists of sponsor entities of interest, and share with clients for mandate enhancements and indications

Investment Universe

Maintain a custom, curated Investment Universe to share with and digitally transact for clients leveraging digital investor profiles

On-platform Diligence

Facilitate full on-platform diligence and suitability reviews- including documents, approvals, notes and audit trail

Custom Feeder Funds

Invest through or create custom feeder funds to aggregate and syndicate clients with lower minimums to accommodate access and proper client portfolio diversification

Reporting System

Provide centralized, transparent client reporting that is highly compatible across a multitude of custodians and reporting systems

Digital or Invisible?

Digital technology has become essential to effective distribution, and private issuers' fund-raising capability across every investor vertical is notably impeded without it.

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