Aqua proposal template.
Modular proposal template — preview build. Enter the password to view.
Internal template for the Aqua proposal pipeline. Customize per firm before sharing externally.
Modular proposal template — preview build. Enter the password to view.
![[FIRM]](/modular-proposal-template/firms/firm-logo.png){kind=logo}
×
Build your own funds. Access the network we've already built. Operate your entire alts business from one system.
Three capabilities, one operating layer. The platform that makes alternatives a turnkey part of your business.
We built an advisor and client experience that's truly turnkey. Just like a TAMP made managed portfolios easy, Aqua makes alts a seamless part of your business.
Create your own white-label feeder funds, SPVs, or registered products. Own the brand, the relationships, and the value you create on the shelf.
Tap into our proprietary network of alternative investment providers and intermediaries. From the largest institutional managers to boutique private offerings, integrate any strategy and any structure directly into your alts experience.
Run your alts practice like the rest of your business. Personalized workflows, 0% NIGO rates, complete coverage. Buy, own, and sell alternatives — and never have to think about the rest.
Aqua's infrastructure is purpose-built to scale alternatives in the retail channel. The complexity is ours. The experience is yours.
Delivery of fund documents, PPMs, and offering materials in a controlled, trackable environment.
Account set up integrated into the same system rather than handled separately.
Intelligent forms transform data collection into an elegant experience. No re-keying, no printing, no scanning.
Operational and compliance approvals are centralized in one system with full audit trail.
Full visibility into what's in progress, pending, and completed. Event-driven notifications tell you exactly where every transaction stands at any moment.
Auto-transmit accurate, clean data and PDF documents instantaneously to every downstream party and internal system. No manual packaging, no one-off emails.
Live data feeds pull position data and account documents directly from fund administrators and transfer agents. Positions stay current without manual reconciliation.
Full-service handling of transfers, redemptions, account updates, and ongoing lifecycle events.
Subscriptions are just the start. Working with Aqua unlocks customization, automation, data integration, and compliance in a single integrated platform.
Adjust forms, error checks, attestations, and workflows yourself. No vendor working sessions for small things — the kind of control today's alts platforms don't give you.
Redemptions, transfers, internal journals, account updates — streamlined and automated.
We sign service agreements with fund managers — they send updates directly to us. Form versions stay current across all clients automatically.
Every transaction for every client visible in one place. Built with feedback from firms with [FIRM]'s level of compliance scrutiny.
White-label feeders, SPVs, and fund-of-funds — your brand on the shelf, your economics, your relationships.
Let's say [FIRM] wanted to launch its own private fund-of-funds, with a blue-chip anchor allocation, and make it available to all of its advisors.
A [FIRM]-managed private fund that holds a curated mix of alts — real estate, infrastructure, and private credit.
Tap into our network of managers, structures, and intermediaries — direct integrations into your alts experience.
[FIRM]'s menu, in [FIRM]'s portal. Reps see only the products you've approved, in the format you'd recognize.
A sample of what your dashboard would look like — including a hypothetical [FIRM]-branded white-label fund alongside the manager network.
One workflow layer on top of your existing stack — subscriptions, maintenance, reporting, fund-manager coordination.
Your existing systems stay in place. Aqua sits on top as [FIRM]'s workflow layer for alts. We coordinate across all of your existing systems — we don't replace them.
The typical alts setup at a wealth firm — fragmented across portals, spreadsheets, email threads, and rework loops.
Aqua sits on top of [FIRM]'s existing stack and runs the alts workflow — no rip-and-replace, no new vendors, no manual reconciliation.
Aqua works alongside other alts platforms at multiple firms — we specialize in custom funds for firms, as well as complex structures and unique managers that other platforms can't handle.
What we bring
What it's worth, what it costs to build alone, and how we get to live in a single quarter.
If [FIRM] builds white-labeled feeder-funds and custom products, the fund economics flow to you instead of a third-party. Adjust the inputs to see how revenue scales over a 10-year horizon when launching custom vehicles with Aqua.
Ten years in the making, built with input from some of the world's best wealth and asset managers.
Today, these economics flow through someone else's feeders. With your own structures, they flow through [FIRM].
Standing up an alts function in-house typically means operations, investor services, and compliance headcount has to scale. With Aqua, all of that is handled — savings start on Day 1 and widen as your alts program grows.
Slide the AUM target. The bar chart shows what you'd spend at five program scales. The headcount table shows what you'd be hiring to run it.
With alignment in May, we can kick off in early summer and get [FIRM] live in Q3 — first vehicle launched, workflows running by August.
The [FIRM] team reviews and lands on direction. We're a few blocks away — happy to walk through any piece in person whenever it's useful.
A working session in our [CITY] office. We come prepared with playbook and team — you leave with a 90-day plan and a clear first move.
Aqua integrates with your existing systems and configures the platform around [FIRM]'s preferences. First product wired up. Compliance gets self-service tools from day one.
First [FIRM]-branded vehicle goes live. Subscription workflow live for advisors. Lifecycle workflows in place. Ready to spin up the next vehicle on demand.
×
A long-term partnership built around three capabilities and one operating layer. When [FIRM]'s home office lands on direction, let's get started.
Contains the revenue and cost models presented in this section. Inputs are editable; formulas recalculate accordingly. Drop into your own internal review materials and adjust as needed.
Figures reflect Aqua's research and representative estimates drawn from comparable wealth-management partners. Provided for illustrative purposes; adjust to reflect [FIRM]'s specific assumptions.
Reference material and supporting detail.
