Taking part as a platform partner

Who it is for

Advisors, dealers, managers, allocators and GPs working in Canada's private capital markets.

What platform partners get

• Introductions investors ask for. When an investor asks to be introduced, the request is offered to a platform partner whose area of focus matches the interests the investor stated.
• Attributed use of the research. While a partner, a firm may republish Alts Insider research with attribution (for example, “Research by Alts Insider”). The right ends when the partnership does.
• Suggestions and feedback. Partners may suggest topics and comment on what has been published. Alts Insider writes and publishes everything under its own name.

The fee

Platform partners pay a membership fee. Terms are set in each partner's agreement.

How Alts Insider is funded

Admission

A firm must show from public records which investor categories it may accept under Canadian securities law. Admission is a check of those records.

Who can take part

An individual advisor may take part in their own name. A dealer or other firm may take part and allocate seats to its people.

How introductions work

Introductions open with the investor workspace.

1. Introductions start when an investor asks for one.
2. The request is offered to a platform partner whose area of focus matches the interests the investor stated.
3. The partner first sees a summary of the request, without the investor's name or contact details. These are released only if the partner accepts.
4. If it accepts, the partner holds its own discussion with the investor, decides whether to proceed, and makes its own determination of eligibility and any minimum investment.

Registrant partners

Where a platform partner is a registrant, its participation is set out in its agreement with the disclosure obligations its registration requires.

The terms

Write to us for the full terms of participation.