Evidence is progressing. Material exceptions remain visible before committee routing.
For allocators, family offices and OCIOs
Find relevant managers. Establish the evidence before approval.
AlphaScaled gives institutional allocators and OCIOs a governed route to identify managers, conduct due diligence, challenge material evidence and prepare a governed evidence base for an independent capital decision, sooner. Mandate owners retain control of each review and decision.
Mandate-aligned discoveryFocus on credible strategies aligned to mandate, portfolio need and institutional capacity.
Structured diligenceCoordinate DDQ, ODD, performance, risk and operational review in one route.
Specialist reviewBring administrators, legal advisers and other reviewers into the evidence process.
Informed decisions, soonerPreserve the evidence, exceptions and rationale supporting approval and monitoring.
Controlled product view
The allocator operating surface.
A governed view of review status and responsibility. The illustration shows the control environment without exposing client data, proprietary scoring logic or underlying workflow IP.
Allocator workspaceInstitutional Review Control
Illustrative · No client dataSubmissions, reviewer challenges and resolutions retain source, status and UTC history.
Ownership, materiality and due dates remain attached to each outstanding item.
The approval record cannot progress silently while required evidence remains unresolved.
Manager discoveryEvidence reviewSpecialist reviewCommittee record
Institutional continuity
Know what changed before the next review begins.
DiscoveryDiligenceDecisionMonitoringReassessment
Allocator outcomes
Discovery
Identify managers worthy of institutional review.
Surface curated managers and SMA capabilities against mandate, return, risk and capacity requirements.
Diligence
Conduct Tier 1 due diligence in one governed workflow.
Coordinate performance evidence, DDQ, ODD, documents, exceptions and external reviewers without fragmented inboxes.
Decision
Establish evidence status before committee review.
Create a clear account of what was submitted, checked by authorised reviewers, challenged, resolved and approved.
Regulatory intelligence
Monitor relevant regulatory disclosures and material change.
Where applicable, bring SEC Form ADV information and change detection into the governed review record so authorised teams can assess changes alongside diligence evidence. AlphaScaled does not make regulatory determinations or provide legal advice.
Monitoring
Preserve continuity after allocation.
Maintain governance context, reporting obligations and evidence history beyond the initial decision.