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Leverage a seamless, all-digital, secure client onboarding and transaction experience- averting the challenges of paper-based transactions, fragmented reporting and substandard portfolio visibility.
Brand your own white-labeled environment to create custom client mandates, access robust research tools, substantiate client ownership, and obtain investment updates, valuations and more.*
Experience a well-informed investor journey, exploring private market opportunities with a keen sense of awareness of the benefits and the risks of private investments, leveraging rich educational content, white papers, webinars and more.
*Mercato is compatible with multiple third-party reporting systems and independent custodians.
Private investments have become an essential component to a well-diversified portfolio, where many investment professionals have taken the view that long-term investment goals may be difficult to achieve without them.
Investing in some of the more profound technological innovations has been made possible predominantly through private markets, where investors who have stayed the course through a post-IPO or acquisition outcome have been well-rewarded. Of course, there are a multitude of inherent risks in private investing, where private investment sponsors, for example, are not required to provide investors with nearly the level of disclosure that public companies are, where it is presumed that such investors have the experience to understand the risks and bear the potential economic loss of private investing.
Investors who have dedicated some portion of their wealth to earlier stage companies as a private investor, may have seen significant value appreciation by the time these companies have gone public; access which was limited only to those who allocated outside “traditional” mandates.
