Connecting advisors to private markets
Dealboard empowers Advisors to engage the private market. Firms use Dealboard's plataform as a solution for education, fees and access to private deals.
Connecting advisors to private markets
Dealboard empowers Advisors to engage the private market. Firms use Dealboard's plataform as a solution for education, fees and access to private deals.
Connecting advisors to private markets
Dealboard empowers Advisors to engage the private market. Firms use Dealboard's plataform as a solution for education, fees and access to private deals.
Connecting advisors to private markets
Dealboard empowers Advisors to engage the private market. Firms use Dealboard's plataform as a solution for education, fees and access to private deals.
Private markets are expected to reach US$17 trillion by 2026
Private markets are expected to reach US$17 trillion by 2026
Private markets are expected to reach US$17 trillion by 2026
The private market will be accessible to everyone and individuals will drive growth
The private market will be accessible to everyone and individuals will drive growth
The private market will be accessible to everyone and individuals will drive growth
Private Market Global AUM ($TN)
7
10
17
2020
2021
2026E
AUM opportunity for wealth allocation in the private market ($TN)
2.3
1.2
1.5
5
2020
HNWI
additional allocation
UHNWI
additional allocation
2025E
Source: Oliver Wyman, Morgan Stanley / UHNWI - investable financial wealth >$50 million / HNWI - investable financial wealth $1-$50 million
Private Market Global AUM ($TN)
7
10
17
2020
2021
2026E
AUM opportunity for wealth allocation in the private market ($TN)
2.3
1.2
1.5
5
2020
HNWI
additional allocation
UHNWI
additional allocation
2025E
Source: Oliver Wyman
Private Market Global AUM ($TN)
7
10
17
2020
2021
2026E
AUM opportunity for wealth allocation in the private market ($TN)
2.3
1.2
1.5
5
2020
HNWI
additional allocation
UHNWI
additional allocation
2025E
Source: Oliver Wyman
Digital experience for Advisors
Digital experience for Advisors
Custom landing page
Exclusive client onboarding
Access to hub of private deals filtered by Advisors’ needs
Ongoing support and education tailored to Advisors
Custom landing page
Exclusive client onboarding
Access to hub of private deals filtered by Advisors’ needs
Ongoing support and education tailored to Advisors
1
4
3
2
Allowing 24/7 access to monitoring information
Post-investment transparency
Recurring Webinars & Allocation Reports
Monthly statements & deal updates
Platform built to provide transparency and security to investors worldwide
Pre-investment information
Financial information & Projections
Investment Memorandums
Interviews with founders
Optimal deal terms
Investment Thesis Presentations
Sector Analysis
Bring dealboard to your advisory firm
