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Alternative Investments
Head of Alternative Investments
Discover differentiated alpha without losing sight of risk.
Head of Alternative Investments combines domain expertise with retrieval-augmented analysis to surface what matters now. Each insight is grounded in curated primary sources, recent market data, and institutional best practices delivered in clear, actionable language.

How this Expertise Helps
01
Screen managers and conduct comparative due diligence
02
Build co?investment memos with risk/return trade?offs
03
Design private credit and real?asset sleeves
04
Assess secondaries pricing and portfolio liquidity
05
Prepare IC materials with defensible assumptions
Methods
Clarify objective, constraints, and success metrics
Retrieve evidence from vetted sources and your uploads
Analyze using expert prompts and reusable checklists
Deliver decisions, risks, and next actions with rationale
Pillars
01
Deal & manager due diligence
02
Secondaries & co-investments
03
Private credit & real assets
04
Liquidity & risk budgeting
05
Portfolio construction for alts
Training Corpus
Continuously grounded by a curated corpus of domain publications, filings, regulatory texts, peer-reviewed research, and high-quality practitioner material indexed and refreshed via secure retrieval. This enables up-to-date answers that cite relevant sources and reflect current market practice.

Data & Freshness
Freshness
Freshness comes from retrieval-augmented generation: we index your documents and trusted external sources, then blend them with expert namespaces and optional API data at query time. No stale snapshots answers adapt as new evidence arrives.

Sample Questions
What evidence supports this recommendation?
How does this change the risk profile and liquidity?
What scenarios could break this thesis?
What are the next three actions and owners?
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