PROTEUS + INVESTORS
ACCESS ALTERNATIVES DIFFERENTLY.
Proteus efficiently provides investors with otherwise unattainable opportunities, such as the sourcing of pre-diligenced smaller, alpha oriented opportunities, top tier investments and managers as well as direct co-investing deals. The Platform offers portfolio construction tools and investment management analytics supported by comprehensive reporting and simplified tax reporting.
A new private investment is identified
Our process begins when a unique private investment opportunity is identified.
Thorough due diligence is performed
An investment is run through a number of quantitative screens and is then subjected to rigorous back office and operational due diligence, before our investment committee approves.
Investors are notified
Approved investments are announced to the community. Investors have access to the offering’s full diligence and analysis package created by Proteus.
Select investments are analyzed
Using a robust set of analytical tools, investors select and allocate to the offerings of their choosing. Pick which offerings and how much to invest.
On-going monitoring and reporting is conducted
Sit back and relax while we perform regular, on-going diligence on all platform offerings. We provide regular reporting, automated alerts and any updates that pertain to your investments.
Repeat and build a custom portfolio
Manage your investments
Supported by Proteus’ extensive portfolio management tools, investors can manage their risk profiles, access liquidity schedules, monitor asset class exposures and much more.
CHANGING THE WAY INVESTORS ACCESS ALTERNATIVES.
Experience the most sophisticated private investment solution available.
Due diligence and operational oversight minimize the potential for fraud and misappropriation.
Construct portfolios that meet your exact investment objectives.
Sophisticated Analytical Engine
Tools to manage the risk exposure, performance characteristics and liquidity of your alternative investment portfolio.
Reporting that revolutionizes how you view and analyze your portfolio on a real time basis.