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Greasing the Skids: How Technology Is Opening Private Equity to the Taxable Investor

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2018/04/30

Technology-enabled alts platforms: spark for private equity democratization, or solution in search of a problem?

Key research questions

  • What advisory channels have emerged to support the UHNW investor?
  • What does a technology-enabled alts platform offer the general partner?
  • What is the fundamental challenge facing the alts platforms?

Abstract

Historically, private equity general partners have looked to institutional channels for distribution. The emergence of new technologies designed to eliminate friction has made distribution to wealthy taxable investors and their advisors more attractive.

This report takes a look at the platforms supporting greater taxable distribution, assesses their impact and future prospects, and gauges the extent to which the trend to democratization will play out.