
That relationship-driven approach translates into a specific process on the platform — for managers and for allocators.
OUR PROCESS
For Managers
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- Apply — submit your strategy and track record for review.
- Curate — our team reviews each application for strategy quality and fit before onboarding. (AI-assisted screening is on the roadmap, built out after this raise.)
- Verify — track records are confirmed, not self-reported.
- Match — your profile is surfaced to allocators whose mandates fit your strategy.
For Allocators
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- Define — tell us the mandate, strategy type, and criteria you’re sourcing for.
- Discover — receive a curated shortlist built around your mandate, not a full directory. (Matching moves from team-led to AI-driven as the platform scales post-raise.)
- Diligence — review verified data and track records, not marketing material.
- Connect — engage directly with managers who’ve already cleared our curation layer.