Tier 2
Alt Investment Suitability Dataset
300 households with alternative investment exposure for accreditation and suitability testing.
Overview
Alternative investment platforms face unique suitability and accreditation verification challenges. This dataset provides 300 households with documented alternative investment exposure, accreditation status verification scenarios, liquidity constraint modeling, and suitability documentation for interval funds, non-traded REITs, private credit, and private equity. Includes edge cases: households that fail accreditation re-verification, liquidity crises requiring gate redemptions, and concentration risk scenarios.
What's Inside
300 households with alternative investment allocations (5–40% of portfolio)
Accreditation status documentation and re-verification scenarios
Liquidity constraint modeling: lockups, gates, notice periods
Interval fund and non-traded REIT suitability documentation
Private credit and private equity exposure with vintage year tracking
Concentration risk scenarios requiring advisor intervention
Use Cases
Accreditation verification workflow testing
Suitability engine QA for alternative investments
Platform onboarding stress testing
Compliance training for alt investment advisors
Ideal Buyers
Alt investment platformsFund administratorsRIA alt due diligence teamsCompliance technology vendors
Example firms: CAIS, iCapital, Yieldstreet, SS&C, Alter Domus
Tags
AlternativesPrivate MarketsAccreditationiCapitalCAIS
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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