Portfolio Management
Demeter Equity’s Portfolio Management Platform provides a full service AI-powered asset management solution for alternative assets (real estate, venture capital and private equity investments).
The service is dedicated to high net worth clients and accredited investors who seek to grow their alternative asset portfolios without incurring the cost of running a family office.
Our clients enjoy the benefits of passive investment management while retaining flexibility and control over their investment decisions.
Demeter Equity’s Portfolio Management Platform offers:
- Investor dashboard with portfolio highlights, investment updates and alerts
- Portfolio performance monitoring
- Project updates consolidated in one place and summarized in a quarterly report
- Risk assessment at project and portfolio level to optimize risk
- Guidance related to capital events and new investment planning
- Coordination of tax documents provided annually
- Access to third-party tax preparation and legal advice
