Private Deals is a digital platform designed to help wealth partners bring private-market investment opportunities to their clients.
We bring together opportunities, company information, research, transaction workflows and post-investment management in one place.
Built for wealth partners and advisors, it helps you manage private markets without scattered information, multiple counterparties or complex manual processes.
Finding the right investment is only the first step. Before recommending an opportunity, you need to understand the company, review the available information and evaluate whether it is suitable for your client.
Once the decision is made, the transaction needs to be completed, documents need to be managed and the investment needs to be monitored over time.
Private Deals brings the entire journey together in one place. From discovering an opportunity to evaluating, investing and managing it afterwards.
Discover → Evaluate → Invest → Manage → Explore Liquidity
Private Deals is designed to fit into the way wealth partners already work with their clients.
You remain the primary advisor and continue to lead the investment relationship. We do not replace that. We support it with the infrastructure and tools needed to access and manage private-market investments more efficiently.
Through Private Deals, you can access:
Private Deals reduces operational complexity so you can focus more on advising clients and less on managing fragmented processes. The platform supports your work behind the scenes, while you stay in control of the relationship.

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