Our white-label software solution enables
private market asset managers to easily
raise capital from individual investors,
such as HNWIs, UHNWIs and semi-professionals.
Benefits at a Glance
end-to-end to maximize efficiency of processing individual transactions.
Competition for acquisition targets is putting pressure on margins.
As institutional investors allocate less to alternative asset classes, asset managers are faced with a growing challenge. To mitigate this challenge and tap into new sources of revenue, it’s crucial to target new audiences.
Individual investors are currently the biggest growth drivers for asset managers.
Despite a decrease in inflows from institutional investors in the past year, the overall private capital market continues to grow as more individual investors, including UHNWIs, HNWIs, and LPs, enter the scene. According to Preqin, a leading provider of investment data, the global private capital market is expected to reach USD 18 trillion by 2027. Moreover, Oliver Wyman and Morgan Stanley Research predict that HNWIs will double their alternative investment assets to approximately USD 1.5 trillion by 2025.
How can you reach this target group optimally with a scalable solution?
portagon’s white-label software solution enables efficient and scalable processing of numerous individual investments, ranging from investor accreditation to subscription document creation. This solution offers GPs and nominee accounts the opportunity to access a new business model, generating new sources of revenue to offset margin pressure.
Leverage the potential of the private capital market – with portagon.
Address individual investors effectively
Private Capital Market on the Rise
Retailization is a megatrend: Digitization opens up new target markets for alternative investment providers.
The first well-known fund managers are already using these innovations to their advantage, and a strong trend toward retailization through digitization is emerging in the entire private capital market for 2023.