Private Fund Investing: Centralized & Simplified

OneDoc

Investors create one digital subscription profile as a basis to transact across multiple private funds.

  • Leverage ONE investment profile to transact in any private investment product
  • Maintain static information (standing wire instructions, contact info, reporting information, etc.) in a central location
  • Establish Accredited/QP Status, Investor Suitability, Key Reps & Warranties and more
  • OneDoc is a secure vault containing AML/KYC documents, key fund documents and more that can be shared via encrypted link with respective parties authorized only by you
  • Create your secure profile, link your bank and your private investments – and go digital

Portfolio Central

Digital capital transactions, reporting & document management for all your private fund investments- through a single, secure platform.

  • Private fund balances are routed directly to your BridgePort account from each fund’s third-party administrator
  • Transactions are automatically routed to and confirmed by a respective entity’s administrator and manager
  • BridgePort may be linked to an investor’s primary bank account allowing for one-click execution of subscriptions, contributions, withdrawals, capital calls and distributions
  • Transactions may be executed via smartphone or tablet utilizing iOS or Android, any laptop, PC, or similar device

Lock It Up

SaaS delivery platform utilizing end-to-end digital encryption and two-factor authentication.

  • AWS Cloud hosted platform, with world-class security, meeting SOC1/ISAE 3402, SOC2, SOC3 assurance programs*
  • End-to-End (E2E) encryption
  • Two-factor authentication (2FA)
  • Routine third-party penetration testing
  • User-controlled permission protocol for authorized delegates and interested parties

Get Liquid

Analyze private fund liquidity, and customize it via an integrated solution–the BridgePort Liquidity Exchange (BLX™).

  • BridgePort provides unique tools to measure weighted private fund “term” liquidity, using proprietary algorithms, investment balances, key fund terms (lockup, redemption frequency, notice periods, etc.)
  • The BridgePort Liquidity Exchange (BLX)* provides investors with custom liquidity optionality, where investors can access liquidity within 5 business days by collateralizing their private investment
*BLX anticipated launch date is 1H 2020

A Robust Value Proposition

Investors
Managers/Sponsors
TPAs

Your Security is Paramount

BridgePort utilizes multiple enhanced security protocols for data privacy and protection:

  • AWS Cloud hosted platform, with world-class security, meeting SOC1/ISAE 3402, SOC2, SOC3 assurance programs*
  • End-to-End (E2E) digital encryption for maximum data privacy
  • Two-factor authentication (2FA) for identity protection
  • Routine third-party penetration testing
  • User-controlled permission protocol for authorized delegates and interested parties

*Additional assurances include FISMA, DIACAP, FedRAMP, PCI DSS Level 1, ISO 9001, ISO 27001, ISO 27018

To schedule a personal BridgePort demonstration, please complete the required information and we will contact you promptly.

BridgePort 3D

A Due Diligence Database, available to Subscribing entity managers to provide prospective investors secure access to their entity(s)’ Master Entity Profile (MEP) which includes key entity terms, documents, historical manager correspondence and performance, as well as other related information.