Skip to main content
Menu
Close

ALTERNATIVE INVESTMENT PLATFORM

TECHNOLOGY ENABLED ALTERNATIVE INVESTMENT SOLUTION

The Proteus alternative investment platform provides the ability to research, track and invest in vetted private market strategies, giving access to a wide range of investment opportunities. Whether you’re a sophisticated investor, advisor, institution, manager, or sponsor, Proteus provides an entirely new level of investment solutions – all in a comprehensive platform.


ProteusRotativeScreen-resize

 

REDEFINING THE PRIVATE MARKET INVESTMENT EXPERIENCE

Designed to make access to alternative investments as efficient as possible, the Proteus platform offers an extensive suite of features that redefine the private market investment experience.

Investments
Private funds, investment pools, and model portfolios
Adaptable Tool
Investment due diligence
Single electronic subscription process
Single electronic subscription process
Eliminate slot limitations
Streamlined investment process
Integrated research
Integrated research, analysis, and portfolio construction tools
Secure document library
Secure document library
Performance and tax reporting
Investor account statements
Annual, consolidated K-1 delivery
Annual delivery of consolidated K-1
Real-time advisor tools and reports
Advisor oversight tools and reporting

ACCESS TO AN ARRAY OF PRIVATE MARKET INVESTMENT STRATEGIES

PRIVATE EQUITY
PRIVATE EQUITY

Private equity investments are aimed at unlocking the growth potential in dynamic companies, both large and small. 

PRIVATE CREDIT
PRIVATE CREDIT

Private credit strategies that provide access to credit markets through various lending instruments and structured debt solutions. 

REAL ESTATE
REAL ESTATE

Investments and collaborations in varying geographies and sub-sectors, leveraging industry expertise to identify opportunities.

INFRASTRUCTURE
REAL ASSETS

Investments in essential infrastructure assets in pursuit of stable infrastructure development. 

HEDGE FUNDS
HEDGE FUNDS

Hedge fund offerings designed to provide diversification and downside protection across a range of strategies.

CO-INVESTMENTS
CO-INVESTMENTS

Co-investment opportunities that enable investors to participate in specific add-on transactions and deals.

No assurance can be given that any investment will achieve its objectives or avoid losses. The information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

INNOVATIVE TECHNOLOGY IN ALTS

The Proteus Alternative Investment platform is developed with powerful technology. Its design focuses on providing convenience for a diverse group of users, including investors, advisors, institutions, and family offices.

  • 24/7/365 platform availability

  • Enterprise level reporting

  • Custom workflow processes and procedures

  • Online knowledge base and reference tools

  • Push alerts and email updates

  • Management of investor subscription document creation and processing

  • Extraordinary support

  • New functionality updates added regularly

  • White labeling available

Innovative Technology In Alts
A Unified Platform For Investors And Advisors

A UNIFIED PLATFORM FOR INVESTORS AND ADVISORS

Proteus offers a versatile platform serving both buy-side and sell-side needs in private market investments. For investors and advisors, we provide easy access to pre-vetted funds, sub-asset class pools, alternative model portfolios, and co-investment opportunities, all through a single electronic subscription agreement. Our platform also streamlines reporting and K1 consolidation.

USED BY LEADING FIRMS

M Financial
Capita
Key Bank
Callan
Old National Bank
Integrated
Get Started Today

GET STARTED TODAY

Ready to revolutionize your alternative investments? Request a demo or get in touch with our team for more information.

GET STARTED

GET STARTED

Complete the form below to hear from a member of our team.