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Alumni Ventures' Solutions For Your Wealth Management Clients

The financial world is constantly evolving. Wealth managers must constantly seek innovative strategies to meet changing client preferences and stay competitive. Given market volatility, “me-too” alternative investment solutions, and client interest in more innovative and personalized investments, a menu of strictly standard investment options is no longer an option.

One strategy gaining traction is offering clients alternative assets such as venture capital (VC) investments. Adding venture to a client’s alternative investment assets can have multiple benefits:

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    Diversification

    VC is largely uncorrelated to the public markets, making it appealing from a portfolio construction and diversification perspective.
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    Portfolio appreciation

    More companies are staying private longer. Venture can offer early access to groundbreaking innovators, often at attractive pre-public market valuations - especially at the early stage.
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    Competitive returns vs. public markets

    VC has outperformed the public market equivalents over the past 5, 15, and 25 years.
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    Competitive returns vs. many other alts

    VC has been the top-performing alternative asset class over the last decade.

Sources for the above claims.

Partnering With Alumni Ventures

Alumni Ventures offers wealth managers both education and solutions to include venture capital in client portfolios.
The company was built to serve the needs of individual investors. Here’s how we can bring that experience to help your client’s investment goals and objectives

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    Education on venture industry, important deal considerations, investment trends, and portfolio construction
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    Assistance with client asset allocation and vintage diversification planning
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    Product support to ensure you have the right solution for your client
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    Ongoing fund support, with comprehensive reporting on new and realized investments, quarterly performance reporting, and regular portfolio updates
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    We leave client management to you; the rest is on us.

AV’s Thought Leadership

AV regularly offers blogs and webinars providing insights into innovative technology, new business models, and noteworthy venture trends. Below is a small sampling of our content.

VC 101: Why Venture Capital Makes Sense for RIAs

In the face of increasing competition, shifting investor preferences, and market volatility, Registered Investment Advisors (RIAs) are continually seeking innovative strategies to provide clients with a competitive edge. Incorporating venture capital (VC) investments represents a promising avenue for RIAs to transform client offerings and outcomes. In this on-demand webinar, we explore the multifaceted benefits and considerations of incorporating VC into investment portfolios, delving into aspects such as diversification, potential high returns, and the “alpha” of access.

by Alumni Ventures

Alumni Ventures’ Fall RIA Educational Series - Part 2: Lessons in Underwriting Venture Deals

In the second part of AV’s introductory VC series for the wealth management community, Head of Business Development Jack Barlow and Managing Partner Brian Keil will explore the fundamentals of evaluating and structuring venture capital deals, including key considerations in risk assessment, valuation methods, and investment strategies to identify high-potential startups.

by Alumni Ventures

Watch
RIA October Hero

Alumni Ventures’ Fall RIA Educational Series

Part 1: Exploring the Benefits of Venture In Wealth Management Portfolios In the first part of AV’s introductory VC series for the wealth management community, Head of Business Development Jack Barlow and Managing Partner David Shapiro will explore how wealth managers can benefit from incorporating venture capital in client portfolios.

by Alumni Ventures

Evaluating VC Deals: A Comprehensive Guide for RIAs

Our most recent posts explored the diversification and appreciation benefits of adding venture capital to client investment portfolios. However, private investments can be challenging to assess and act upon for those unfamiliar with them. While this post is not personalized advice, it aims to provide some insights into a practical framework that RIAs could leverage in advising their clients looking to add individual venture capital investments to their investment mix.

by Brian Keil

VC 101: A Guide to Venture Capital for RIAs

In the evolving investment landscape, venture capital stands out as a unique asset class, offering wealth managers and financial advisers an opportunity to further diversify their clients’ portfolios beyond traditional stocks, bonds, and the growing options for core alternative assets. In this on-demand webinar, we explain why a VC firm’s expertise, like that of Alumni Ventures, is crucial in guiding RIAs through investing in this high-potential asset class, leveraging their experience to identify promising startups.

by Alumni Ventures

Venture Capital Guide for RIAs

In the evolving investment landscape, venture capital (VC) stands out as a unique asset class, offering wealth managers and financial advisers an opportunity to further diversify their clients’ portfolios beyond traditional stocks, bonds, and the growing options for core alternative assets. Venture capital, known for fueling innovative startups and tech advancements, plays a critical role in driving economic growth. It’s distinct from standard market securities, focusing on startups with significant growth potential and balancing high risk with the potential for high rewards.

by Edward Tsai

Why Venture Capital Makes Sense for RIAs

In the face of increasing competition, shifting investor preferences, and market volatility, Registered Investment Advisors (RIAs) are continually seeking innovative strategies to provide clients with a competitive edge. Incorporating venture capital (VC) investments represents a promising avenue for RIAs to transform client offerings and outcomes.

by Edward Tsai

VC 101: Why Venture Capital Makes Sense for RIAs

In the face of increasing competition, shifting investor preferences, and market volatility, Registered Investment Advisors (RIAs) are continually seeking innovative strategies to provide clients with a competitive edge. Incorporating venture capital (VC) investments represents a promising avenue for RIAs to transform client offerings and outcomes. In this on-demand webinar, we explore the multifaceted benefits and considerations of incorporating VC into investment portfolios, delving into aspects such as diversification, potential high returns, and the “alpha” of access.

by Alumni Ventures

Alumni Ventures’ Fall RIA Educational Series - Part 2: Lessons in Underwriting Venture Deals

In the second part of AV’s introductory VC series for the wealth management community, Head of Business Development Jack Barlow and Managing Partner Brian Keil will explore the fundamentals of evaluating and structuring venture capital deals, including key considerations in risk assessment, valuation methods, and investment strategies to identify high-potential startups.

by Alumni Ventures

Our Solutions

AV offers a range of solutions, from diversified to thematic. Most funds raise capital annually, deploy over a 12–18-month investment period, and then harvest investments over the remaining 10-year fund term. We have turnkey solutions for both accredited investors and qualified purchasers.

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    Core

    Core venture portfolio consisting of ~20-30 companies diversified across stage, sector, region, and lead sponsor.
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    Thematic

    Portfolios of ~15-20 companies targeting a sector, stage, or thesis — such as Seed Investing, Women Founders, Artificial Intelligence, HealthTech, and more.
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    Follow-on

    Curated portfolio of follow-on investments with existing portfolio companies. Diversified by sector, geography, and lead sponsor. Only available to qualified purchasers.

Contact Us

To discuss how we can meet your clients’ needs, please reach out to [email protected]

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Neither Alumni Ventures nor any of its funds are sponsored by, affiliated with, or otherwise endorsed by any university. For further details see our Legal & Privacy Policy.

Video Policy: By consuming this content I acknowledge that I may be considering an investment with AV funds for my own or my client’s account. I agree that information contained herein may not be relied upon or used for any other purpose. Offers to purchase securities are only made through formal offering documents, which describe risks (which are significant), terms, and other important information that must be considered before an investment decision is made. To see Important Disclosure Information, visit: https://av-funds.com/disclosures.

Testimonial/Endorsement Policy: Testimonials/Endorsements were provided by the participants without compensation, but each participant has a relationship with Alumni Ventures (AV) from which they benefit. All views expressed are the individual’s own and do not represent the experience of all AV fund investors or companies in which AV funds invest. Please note that testimonials are no guarantee of future performance or success. Any provider of an endorsement that is affiliated with a portfolio company Alumni Ventures has received investment funding from AV, and may in the future seek and/or receive additional funding from AV. This circumstance constitutes a conflict of interest. Providers of testimonials or endorsements were not chosen at random or according to any objective basis, but rather on the basis of their relationship with AV.

Investor Portal Update Policy: Investor portfolio data is updated once per quarter in the AV Investor Portal.

Alumni Ventures is America’s largest VC firm for individual investors based on the combination of total capital raised, number of investments, and number of investors of leading VC firms as reported by Pitchbook and other publicly available information reviewed by AV.

(1) Internal Rate of Return (IRR) for AV Funds is net of management fees and incentive allocations applied to amounts distributed to investors, and gross of incentive allocations applicable to unrealized gains on investments held by AV Funds. IRR for AV Funds includes uninvested cash, unrealized investments, and amounts distributed to investors. The IRR shown for the Russell 2000 indices are gross of fees because indices are not managed investments, and it is not possible to invest directly in an index. For additional information see av-funds.com/disclosures. All investment involves risk, including risk of loss. Past performance is not necessarily indicative of future results. For more information on AV Funds’ investment returns, please see here.

Not an offer to sell, or a solicitation of an offer to purchase, any security. Such offers are only made pursuant to the formal offering documents for the fund, that describe the risks (which are significant), terms, and other important information that must be considered before an investment decision is made.
To see additional risk factors and investment considerations, visit: https://av-funds.com/disclosures.

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