Prepare your organization to scale private market offerings by ensuring your product shelf and operational setup are fit for purpose. This short engagement gives you a readiness assessment and practical roadmap.

• Assessment of product shelf fitness

• Review of licenses, processes, partners, people, and systems

• Clear recommendations for product types, operational and system enhancements

Private markets require a different operating model – illiquidity, complex structures, and bespoke mandates demand comprehensive capabilities from both systems and staff. A lack of alignment can lead to delays in product launches, fundraising, product management, and can result in compliance risks.

We combine our experience from designing private market platforms for banks and asset managers with market benchmarks and hands-on validation. Your team receives a fit-gap analysis and ready-to-execute recommendations.