METIS Financial Network has launched a new alternative investment marketplace, METIS Fund Portal.
METIS Fund Portal gives alternative funds (private, venture and hedge) the ability to complement their existing capital-raising efforts by marketing their offerings to a global network of accredited investors and advisors, and allows all parties involved to seamlessly manage data, documents and communications throughout the investment lifecycle.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Monterey Financial Services is the first company to use METIS Fund Portal to globally market their new $50 million fund and manage the participating investors.
"We’re thrilled to launch METIS Fund Portal with Monterey on board," said Joy Hou, CEO of METIS. "The Monterey team has been instrumental in contributing their knowledge and experience as we continue to refine the Fund Portal to address practical challenges faced by fund managers."
"Monterey has been a growing leader in consumer financing, loan servicing and delinquent debt recovery since 1989. To continue that growth, we have decided to expand our investor base," said Chris Hughes, president and CEO of Monterey Financial Services.
"We selected METIS Fund Portal because it enables us to market globally and manage locally, while providing full transparency to our investors."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataMETIS’ technology enables Monterey to communicate directly with potential investors, and manage the entire lifecycle of the investment efficiently and cost-effectively. METIS also collaborates with Monterey on marketing efforts, to bring an even greater impact to the fund.
"Historically, the investment process has been highly fragmented," said Hou.
"We’ve developed a solution that brings together fund managers, advisors, and accredited investors (individuals, family offices and institutions) to form an investment network. Investors gain access to a new universe of investment opportunities; managers are exposed to entirely new pool of potential capital; and advisors have a new range of investment vehicles to offer to clients. Our solution is both balanced and comprehensive: it serves the unique needs of all parties, and extends beyond marketing through to management."
Advisors and investors focused on alternative investments may use METIS Fund Portal to search for investment opportunities, conduct due diligence, express interest, request further details, submit accreditation documents and electronically execute all documents.
Fund managers may verify investor accreditation, communicate directly with any prospect and accept or reject investment requests. Once closing documents have been executed, the relationship between all parties in the investment network is centrally managed through the platform.
Advisors and investors may view portfolio concentration and individual fund performance, and continue to communicate with fund managers directly. Fund managers may easily share fund documents and financials, and retain a centralized location where all investor information and investment activity is easily accessed.
METIS Fund Portal has a particular focus on supporting new and emerging fund managers, who are often working with minimal resources as they manage investments and investor relationships.
