Five working tools built on one published methodology. Free, and built for the advisor who has to explain the fund, not just sell it.
Every tool is free. Three run in your browser. Two run on Claude.
Add a private sleeve to a public portfolio and see every risk number twice: the way private funds report it, and marked to market. The gap between the two is what smoothing hides. Then replay three crises, see where the money could land over 20 years, and how fast it comes back when everyone wants out. Built on J.P. Morgan's 2026 capital market assumptions.
Name a fund. The engine pulls the filings and quarterly commentary, runs the ten diligence progressions from the book, and returns a citation-anchored report: flags in red, a plain-English briefing for the client conversation, and a saved PDF. Private drawdown funds work too, so upload the PPM and LPA.
Opens a free public artifact on Claude. Report depth depends on the account you are signed into: free and standard plans run fewer searches and can hit limits partway through a long fund. Pro returns the full report.
Model an alternatives sleeve against a traditional portfolio. Objective presets, sliders for five asset classes, side-by-side return, volatility, Sharpe, and max drawdown, plus growth of $100,000 and how each mix rode past market events like 2008 and 2022. Built on illustrative asset-class history, with the honest caveats the fact sheets skip.
Add two to five funds with their weights and the engine writes the look-through: what the client actually owns by asset type and geography, how the funds move together including shared borrowers and stacked exit doors, and where the gaps are. Four funds in, one answer out.
Lens mode lives inside the Diligence Engine. Open the engine and switch modes.
Score the wrapper, not just the market. Build a mixed public and private portfolio from tickers, CSV, or PPM language and get a Structure Score across market, credit, liquidity, leverage, opacity, and concentration. Replay 2000, 2008, and 2020, test a cash need against real liquidity terms, compare current against proposed, and export four client-ready briefs.
Illustrative asset-class estimates, not index performance or a forecast. Correlations and returns are approximations used to show relative positioning. Verify against source documents before using with a client.
A professional handbook for advisors and CIOs. Private credit, private equity, real estate, infrastructure, secondaries, and hedge funds: how each vehicle works, where each one hides its risks, and how to build the allocation. Every chapter closes with ten AI-ready diligence prompts. The engine above runs them live.
Before Wall Street. Before Silicon Valley. Three thousand years of private capital, from Phoenician merchant ships to today's AI-powered platforms, and why that history is an investor's edge.
I have spent 27 years in private markets connecting investors with private equity, private credit, real assets, and infrastructure, and have raised more than $4.7B across wirehouse, independent broker-dealer, and RIA channels. I wrote the two books above, and I built the toolkit.
I moderate and speak on private markets panels for advisor and allocator audiences: due diligence, allocation strategy, and where the industry is headed.
The ten publications and newsletters I would keep, the research desks at Blackstone, KKR, Apollo, and Hamilton Lane, and my ten podcasts.
Occasional notes on private markets: what history teaches, what the industry is missing, and what is worth reading this week.