Our Partners

9AT

Headquartered in New York, NY and serving clients worldwide, 9AT enables service and software providers in the alt fund space to generate leads, target prospects daily, and help them to close more sales. The platform aggregates data on managers, private funds, and their service providers and presents it to users in an easy-to-digest format. Specifically, 9AT covers more than 20,000 RIAs, 80,000 private funds, and 2,000 service providers. The data portal gives users the ability to slice, dice, and interact with the data in a meaningful way. 9AT features alerts for new funds, managers, and filings, as well as intel about competitor client gains and losses to help target and speed up the sales cycle.

BW Cyber

BW Cyber is here to solve your most difficult cybersecurity challenges. When it comes to cybersecurity, you don’t know what you don’t know until it’s too late. That’s why you need to have a trusted partner committed to going the extra mile.

For over 30 years, the team at BW cyber has been at the forefront of the fight against cybercrime. Comprised of former CIOs, CISOs, seasoned cybersecurity and compliance experts, and former US military personnel with top secret security clearance, the BW Cyber team is meticulous, diligent, and committed to simplifying the complexity of cybersecurity.

DealGen Partners

DealGen Partners is the premier outsourced business development solution for private equity funds. They provide turn-key deal origination services by utilizing cutting edge technology and a personalized high touch approach. Dealgen is not another software subscription, but a full team of service providers who work hand in hand with their clients to truly become an extension of their fund’s business development efforts. Their key differentiators are their technology and incredible communication. In 2022, DealGen originated 12 closed transactions for their clients, and this year are expected to get to 18 transactions across portfolio companies and strategic tuck-ins. DealGen sources across all different sectors and industries, specializing in the lower middle market of PE. If your fund is worried about missing good deals or having inconsistent business development efforts throughout the year, then reach out to the team at DealGen Partners, whose one and only job is to keep filling the funnel, 24/7.

Fundviews Capital

Our platform provides a complete end-to-end solution for asset managers or wealth managers to structure, launch, operate and grow their professional investment funds.

You can launch a fund in a matter of weeks, not months, and with minimal capital outlay – not only reducing the risk of launching a fund but also maximizing your chance of success.

Once launched, you will find that a dedicated team of professionals is just a phone call or email away at all times.

GRMA

GRMA is a leading FinTech and advisory firm. Our offering is a complete and cost-effective Software as a Service solution (SaaS) for investment and performance data aggregation and portfolio and risk reporting.

We provide asset owners and asset managers with better portfolio insight and streamlined workflows for data management, reporting and portfolio monitoring. Our solution comprehensively covers public and private investments—including all types of internal and external reporting.

Our outsourced reporting solution encompasses: investment holdings exposure, performance attribution and benchmarking, compliance with investment policy limits, risk management and ESG metrics. Solution options for clients include: custom reports, dynamic dashboards and cloud data storage. In addition, with our extensive practitioner and industry experience, we can provide value-added advisory services to our clients.

GRMA’s principals each have over 25 years of senior-level investment risk management experience at major global financial institutions, asset management firms and in the government.

Investment Management Support Solutions (IMSS)

Investment Management Support Solutions (IMSS) provides investment firms with an end-to-end solution to consultant database reporting.  The firm’s innovative Data-Centrix technology, coupled with its unparalleled client service, significantly streamlines the database reporting process, and reduces time constraints managers face internally with data collection, while expediting the consistency and flow of information to consultant databases globally.  The firm is 100% independently woman owned, and its team of experts have a combined 30+ years of experience in consultant database management and reporting.

Kiski

Kiski Group, Inc. provides powerful portfolio analytics and risk tools through a customizable platform tailored to align with your existing workflow and strategy.  We designed our analytics platform, Kiski Platform Solutions, to assist asset managers and allocators to scale by leveraging technology to maximize resource efficiency – enabling investment professionals to optimize portfolio performance and make informed decisions that drive asset growth. Supported by high-touch assistance, Kiski delivers crucial insights that empower you to confidently address investor questions and empirically demonstrate efficient portfolio construction.

Livermore Trading Group

Livermore Trading Group Inc. is a full-service broker-dealer that adheres to the highest standards in execution trading. Employing seasoned traders, Livermore provides a personal trading touch that caters to each client’s specific needs. We do not commit capital, thus eliminating conflicts inherent in proprietary trading. This unbiased approach allows us to focus on what’s paramount – our clients.

Located in Manhattan’s Financial District, Livermore Trading Group Inc. has been a member of the New York Stock Exchange since 1992. Our expertise extends far beyond Wall Street. Each of our partners brings a unique skill set, including institutional sales trading, floor brokerage, and hedge fund trading.

Why have a broker on the NYSE? The NYSE is a unique exchange where you can price stock on the open and get a range where it will open. You can cancel the order up until 9:29:59am. You also have a contact at the direct point of sale which doesn’t exist on other exchanges such as Nasdaq which locks you in at 9:28:00am. On the close what separates the NYSE is that you can put in a market on close order (MOC) up until 3:59:30. You have the ability and discretion to cancel/modify up until 3:59:30 whereas the Nasdaq locks you in at 3:50:00 and your order is unable to be modified/cancelled. The flexibility and interaction with an actual human provides tremendous value to our customers and why the NYSE has an advantage over other exchanges.

The Institutional Sales Desk at Livermore Trading Group is a full-service, all-hours operation that follows market trends so that orders can be executed efficiently. Our presence on the New York Stock Exchange sets us apart from other firms and our broad approach to all trading strategies allows Livermore to distinguish itself from its competitors.

We aim for our clients to capitalize on actionable geopolitical, socioeconomic, and breaking news that moves stocks by relaying the appropriate information to them. Our edge is that we usually get out tradeable information before other news feeds. We also have access to almost all research reports on the day of distribution as well as reports from the past.

Our philosophy is to act as an extension of our client’s trading desk. We provide transparency in our trades with real-time knowledge of the market. This efficient, client-directed approach to execution trading affords insights and broad market access.

Livermore Trading Group’s execution strategies differ based on the wishes of our individual clients. Our team evaluates each client’s needs and hand tailors an execution strategy based on their objectives. It is our extensive experience with the market and our commitment to creating customized execution strategies that sets us apart from other Wall Street Firms.

OpsCheck

OpsCheck is a cloud-based operations control and oversight tool. OpsCheck is designed to enable management to have full oversight over its daily operations. By utilizing OpsCheck, firms are able to track, monitor and, document every process, project, and workflow within their organizations, ensuring no task passes its due date or is left incomplete. OpsCheck enables firms to demonstrate operational excellence to auditors, regulators, or clients through a clear audit trail, detailing the task owner, relevant documentation, and task-specific notes.

Phoenix CG

Phoenix CG serves companies seeking funding and financing for growth/expansion, new ventures, or a successful exit/capital event. We primarily focus on alternative funding solutions and asset -based lending (ABL) solutions. We bring to our clients both traditional and non-traditional debt financing, preferred equity and equity funding and acquisition capital sources, including family offices, private equity, equity funds, venture capital and ABL Lenders. We also can provide our clients with targets on their exit and buy-side transactions and the funding necessary to complete its buy-side strategies.