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Custom landing page
A co-branded entry point for your firm, tuned to how you want to introduce private markets to your clients.
Connecting advisors to private markets.
Dealboard empowers advisors to engage the private market with curated deal access, dedicated client onboarding, ongoing education and transparent fee structures — all under your brand.
Private markets are expected to reach US$17 trillion by 2026.
Growth is increasingly driven by individual investors accessing allocations that were historically institutional-only. Advisors sitting between clients and this opportunity need modern tools.
Global private-market AUM
US$17 TN by 2026E
Illustrative projections based on public industry research.
An allocation window worth US$2–5 trillion.
Across the HNWI and UHNWI segments, analysts estimate trillions in allocation capacity waiting to flow into private markets over the next cycle.
Firms that equip their advisors with the right tools — curated deal flow, seamless onboarding, ongoing education — are the ones capturing it.
A digital experience built for advisors.
Everything your firm needs to bring private market opportunities to clients — without building it in-house.
Your firm, front and center.
A co-branded landing page, an exclusive onboarding flow for your clients, and access to a curated deal hub — packaged so every interaction feels like your firm.
Add tailored support and education, and your advisors are confident in every conversation.
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Exclusive client onboarding
A dedicated onboarding flow for your clients — suitability, documents, funding — without the friction.
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Access to a curated deal hub
Institutional-quality opportunities across sectors and stages, reviewed and packaged for private-client distribution.
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Tailored support and education
Ongoing training, collateral and dedicated support so your advisors are confident in every conversation.
24/7 access to monitoring information.
Clients and advisors stay informed long after the investment is made — with structured reporting, live performance data and direct access to management updates.
- Regular webinars with fund managers and operating partners covering strategy, milestones and portfolio updates.
- Digital statements with positions, capital calls, distributions and realized performance — always up to date.
- Deal-level updates and notifications as material events unfold, with full history preserved for your records.
Transparency and security before every decision.
A pre-investment resource set designed to give clients and advisors everything they need to evaluate an opportunity.
Financial information
Historical and projected performance data.
Offering memorandums
Full deal documentation and risk factors.
Founder interviews
Direct insight from the teams behind the deals.
Terms and structure
Clear fee schedules, vehicles and investor rights.
Presentations
Curated decks covering thesis and differentiation.
Sector analysis
Research briefs to contextualize each opportunity.
Bring Dealboard to your advisory firm.
Schedule a conversation to see how we partner with advisors, and how quickly we can get your firm live on the platform.
Talk to our team