Private Markets Partners
The money is here. The crowd isn’t.
For financial professionals ready to offer an asset class most of their peers haven’t found, under their own name.
The mandate
Your name on the front. Our infrastructure behind it.
Your platform
The full investor platform with your name, logo, colors and domain.
Packages
Sourcing, filing, recovery and payouts are handled by Milan CM.
Materials
Approved due diligence and investor documents, inside your platform.
Lead Desk
Exclusive leads from our own advertising, ordered in blocks and delivered daily.
Your fees
Paid by ACH on the 1st and 15th once a client’s purchase is funded.
Launch
We build and test your branded platform in about three days.
The First 100
A charter class, capped at one hundred.
Charter partners hold their charter terms permanently. When the hundredth seat is filled, the class closes. Terms are discussed on your call.
100
Charter seats
The path
From application to your first client
Apply
1
Apply
Tell us about your firm and your brand.
2
Speak with us
A call with Bryce Gardner, Executive Director of Private Markets.
3
Sign and set up
Your agreement, ACH authorization and W-9, all online.
4
Go live
Approve your branded platform and begin introducing clients.