Dedicated Account
Representative
Training: 2 Day Accelerator In Person
10 Week Online Strategic
Training
Bookkeeping/Accounting
for Investing Entity
Business, Legal & Compliance Support
Phone, Zoom, Email, Support Portal
Phone, Zoom, Email, Support Portal
Phone, Zoom, Email, Support Portal
Mastermind & Slack Community Access
Limited to 1 hour per month
Limited to 1 hour per month
Deal Structuring for
Fund of Funds only
Limited to 1 hour per month