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Alternative Investment Managers

Expand Your Business in Today’s Regulatory-Centric Environment

Demonstrate your commitment to providing regulatory-compliant training on offerings while opening the door to new business opportunities. With ongoing, high-level exposure to our network of financial firms you—and your wholesalers—will easily make connections within our online community of alternative investment professionals.

See AI Insight in Action

SCHEDULE A TOUR

Deliver product-based training based on offerings’ PPMs or prospectuses

  • Present the features of your offerings in a consistent and transparent manner using AI Insight’s comprehensive Program Summaries and Education Modules.
  • Deliver regulatory-compliant training developed by AI Insight’s program analysts and backed by compliance documentation.
  • Customize product training based on specific data related to the financial firms and advisors who offer your products.

Increase your visibility through AI Insight’s extensive distribution network

  • Get the word out on new offerings through our platform news and alerts, a co-branded email and our subscriber newsletter.
  • Allow financial firms to quickly review your products to determine if a full due diligence is of interest.
  • Leverage our network by participating in our webinar series: 
    • New Offering Webinar: Focusing on the analyst’s perspective, AI Insight will conduct a deep-dive interview with you, focusing on what the due diligence and review committee needs when considering your product offering.
    • Educational Webinar: An educational presentation on a specific industry-related topic, structure, sector or strategy followed by a presentation of your product offering or Q&A session.

Receive prospecting leads directly to your inbox*

  • Export contact information for advisors in your selling group.
  • Receive notices directly to your inbox when advisors review your company summary, program summaries, complete training, update their profile or have their birthday.
  • Leverage our extensive database for direct access to due diligence officers.

*Requires individual financial firm and/or advisor approval.

Compare your offering with others on our platform using robust research tools

PFER
  • Access our Premium Reporting Tools to perform detailed fee and compensation analysis, receive ongoing updates directly from supplements, 10Qs, and 10Ks, and run side-by-side fund comparisons. Plus, get unbiased monitoring of key performance metrics for non-traded REITs, BDCs and closed-end interval funds.
  • Subscribe to our Alternative Mutual Fund Research functionality to access independent, unbiased reports addressing the breadth and diversity of alternative mutual funds. Perform detailed fee analysis, run side-by-side fund comparisons and receive ongoing fund updates.