The Private Markets Toolkit · For Financial Professionals

Allocate. Diligence. Construct. Stress.

Four working tools built on one published methodology: model an alternatives sleeve before you buy, run citation-anchored due diligence on any fund in minutes, see what a whole portfolio of funds actually owns, and stress the structure of the finished mix. Free for financial professionals.

Explore the tools The books behind them
The Tools

The books give you the discipline. These put it to work.

01 · BEFORE YOU BUY

The Allocation Lab · Pro

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.

FREE · NO ACCOUNT · RUNS RIGHT HERE ON THE SITE
Launch the Lab
02 · BEFORE A DOLLAR MOVES

The Ten Prompts Diligence Engine

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: upload the PPM and LPA.

FREE · RUNS ON CLAUDE · REGISTRATION REQUIRED
Launch the EngineHow it works →
03 · AFTER IT ADDS UP

Portfolio Lens

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 verdict out: "here is what you actually own."

INSIDE THE ENGINE · SWITCH TO LENS MODE
Run a LensHow it works →
04 · BEFORE THE NEXT CRISIS

The Portfolio Stress Lab

Score the wrapper, not just the market. Build a mixed public and private portfolio — 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 versus proposed side by side, and export four client-ready narrative briefs.

FREE · RUNS RIGHT HERE ON THE SITE · REGISTRATION REQUIRED
Enter the Stress Lab
One chart worth a client meeting
The Correlation Map — what low correlation actually buys you.
See the map →
The Books

One discipline, two volumes. The methodology behind the machines.

Book cover: The Average Is Not the Offer by Peter Svach
New · July 2026

The Average Is Not the Offer

Due Diligence and Allocation Strategy for Modern Private Markets

A professional handbook for financial 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 tools above run them live.

Get the book on Amazon
Book cover: Shortly After the Beginning, There Was Capital. That Capital Was Private.

Shortly After the Beginning, There Was Capital. That Capital Was Private.

A Narrative History — Private Markets Explained

Before Wall Street. Before Silicon Valley. A sweeping journey through 3,000 years of private capital — from Phoenician merchant ships to today's AI-powered platforms — and why understanding that history is an investor's greatest edge.

"A must read for those wanting to learn about alternative investments & private markets." — ★★★★★ AMAZON REVIEW
Get the book on Amazon
Peter Svach, author
About the Author

Peter Svach

Peter Svach is a private markets professional with 27 years of experience connecting investors with opportunities across private equity, private credit, real assets, and infrastructure — raising more than $4.7B across wirehouse, independent broker-dealer, and RIA channels. He is the author of two books on private markets and the builder of the toolkit above. He lives in the Midwest with his wife and three children.

27 Years in Private Markets $4.7B+ Raised 2 Books · 3 Tools
Speaking

The same discipline, from the stage.

Peter moderates and speaks on private markets panels for advisor and allocator audiences — due diligence, allocation strategy, and where the industry is headed. Recent stops below. Booking a conference? Get in touch.

Peter Svach speaking on a panel at the Quincy Wells Conference
Quincy Wells ConferenceOn the panel · Melbourne, Florida
Peter Svach moderating a private markets panel at a Carmo Companies event
Carmo CompaniesModerating the private markets panel
Invite Peter to speak

Speaking & contact: pete@privatemarketsportfolio.com

The Reading List

What I'd bookmark if I followed private markets full time.

For what's happening right now: the ten essential publications and newsletters, the research desks at Blackstone, KKR, Apollo, and Hamilton Lane — plus my top ten podcasts, from Animal Spirits to Capital Allocators.

See the full reading list Top 10 podcasts
The Private Capital Letter

Perspective, delivered. Join the list.

Occasional notes from Peter on private markets — what history teaches, what the industry is missing, and what's worth reading this week. No spam, no selling. Just perspective.

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The tools are for financial professionals only — not for distribution to retail investors. All tool output is hypothetical, illustrative, and educational: it is not investment advice, not a recommendation, not a forecast, and not an offer or solicitation of any security. Reports are automated document analysis; verify all figures against source documents. Peter Svach is not a registered investment adviser.