Digital, Client-Facing Alternative Investment Proposals Now Available

Revolutionize your client prospecting efforts with our interactive and web-based institutional alternative investment proposals.

View Sample Proposal & Create One for Your Clients Now!

As client interactions move into the virtual space, financial advisors must be prepared to deliver highly interactive and engaging experiences to draw in and connect with their clients and prospects. Gone are the days of flat PDFs and limited one-way communication. Innovation is business critical — and static, ugly, or boring content has no place in 2021.

In response, we have released our digital, client-facing investment proposals, which modernize the way in which financial advisors present the institutional private investments available on our platform to their QP clients or prospects and comes at NO COST TO ADVISORS.

With over 25 years of experience in alternative investments, we are determined to constantly evolve our services to help advisors bring institutional alternative investments to their clients in the face of an ever-changing landscape.

View Sample Proposal & Create One for Your Clients Now!

Ready to revolutionize your client prospecting efforts?

Watch our step-by-step guide and learn how you can easily share these interactive investment proposals with your clients. Web-based proposals are available to members with unlimited access only.

Hi, I am Natalie Brod, the Marketing Director here at Crystal Capital Partners. I hope you enjoyed our new web-based proposals! You are probably wondering how you can create one for your clients? Once you have spoken with one of our representatives and have unlimited access to our website, you are ready to digitize your prospecting effort. Let’s dive in. ----------------------------- Start by going to Funds, List of Private Equity Funds. Select from a diverse list of rigorously vetted institutional private equity fund exposures and add them to your cart. Once you are ready, review your allocations and create your proposal. Name the Proposal - Save it - Share it - Create a Link - Identify who its prepared for and View the Web Based Proposal. To share it with a client, simply click here and an email will be generated with the link included. If you would like to share this proposal with another prospect, you will need to create another link. ----------------------------- Standing out from the crowd is business critical, and these proposals are designed to do exactly that. We look forward to your feedback and are here to answer any questions.

Someone from our team will contact you shortly to complete your membership and unlock these features.

Someone from our team will contact you shortly to complete your membership and unlock these features.

View Private Equity Funds Create a Web-Based Proposal

DISCLAIMER: This industry information and its importance is an opinion only and should not be relied upon as the only important information available. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described. Performance will vary based on many factors, including, but not limited to, investment strategies, taxes, market conditions, and applicable advisory and other fees and expenses related to investing.