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How It Works: Building a Private Markets Portfolio

Discover Two Ways to Invest in Private Markets

Our platform makes it simple to access investments with two approaches tailored to your preferences and goals.

Option 1: Build Your Own Portfolio

For investors who prefer a hands-on approach, our platform empowers you to design a portfolio that reflects your unique strategy.

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  1. Explore Investments Browse a wide range of private market opportunities on the Invest page

  2. Research & Compare Review detailed information on each opportunity, including historical performance, investor eligibility, and minimums

  3. Self-Select & Allocate Choose the investments that best fit your strategy and allocate capital as you see fit

Option 2: Suggested Portfolios

For investors seeking guidance, our Portfolio Construction page offers curated portfolios designed by our investment team.

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  1. Portfolio Recommendations Begin with suggested portfolios tailored to specific investment objectives for each investor type

  2. Research & Compare Review detailed information on each underlying investment, including historical performance, investor eligibility, and minimums

  3. Customize Portfolios Collaborate with Gaelin to refine allocations based on your target investment amount and goals, ensuring the portfolio reflects your preferences 

Next Steps

  • Decide whether you want a guided portfolio or prefer to build your own

  • Contact Gaelin to complete your account setup 

  • Start investing and position your portfolio for long-term growth 

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  • 10% allocation to private markets

  • Exposure gained through Evergreen Funds that provide immediate investment and some liquidity

  • Large allocation to private credit to generate income – target income of 8-10% (4-6% over benchmark rates)

  • Smaller allocation to private equity, infrastructure and real estate for capital appreciation and to diversify portfolio

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