That relationship-driven approach translates into a specific process on the platform — for managers and for allocators.

OUR PROCESS

For Managers

    1. Apply — submit your strategy and track record for review.
    2. 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.)
    3. Verify — track records are confirmed, not self-reported.
    4. Match — your profile is surfaced to allocators whose mandates fit your strategy.

For Allocators

    1. Define — tell us the mandate, strategy type, and criteria you’re sourcing for.
    2. 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.)
    3. Diligence — review verified data and track records, not marketing material.
    4. Connect — engage directly with managers who’ve already cleared our curation layer.
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