June 12, 2025
0
Alternative Investment Advisory
This business would help accredited investors and high-net-worth individuals with structuring and optimizing their alternative investment portfolios by offering fee-based advisory services including portfolio reviews, deal due diligence, and strategic asset allocation.
Industry
Wealth
Expertise level
Advanced
Business Model
Consulting for Equity
Competition
Medium
Business Type
B2C
Snapshot of the Business & Idea
Executive Summary
Business Concept
A fee-based advisory firm helping HNWIs structure, vet, and diversify into alternative investments like PE, real estate, and private credit.
Why We Chose This
Many investors are overwhelmed by unvetted alternative investment options and lack conflict-free advisory support tailored to their portfolio needs.
Core Problem
Most HNWIs get product-driven advice from brokers or fund managers, not unbiased help navigating private market deals and portfolio allocation.
Why Now
With private markets surpassing $13T AUM and 50% of advisors recommending alts, there’s growing demand for independent, product-agnostic guidance.
Who This Is Perfect For
Busy, high-income professionals and first-time allocators who want expert second opinions on alternative assets without relying on sales-driven advisors.
NICHE, OFFER & MODEL
Information about the niche / Market
About The Niche
Alternative investment advisory guides HNWIs in allocating to private equity, credit, and real assets. Over 51% of U.S. advisors now recommend alternatives. Global AUM in alternatives surpassed $13 trillion in 2023, driven by demand for non-correlated returns.
Market Size
Annual Growth Rate
tam
$60 billion
sam
$5.20 billion
sOm
$5 million
Competitive Analysis
Top 3
Competitor Weakness
Primarily caters to financial advisors rather than HNWIs directly; layered fund structures and limited personalization may deter less experienced investors.
Competitor Weakness
Primarily emphasizes retirement planning strategies; lacks strong focus on alternative investments, which may deter clients seeking diversified alt portfolios.
Ideal Client Profile
Tech Entrepreneur
Founder of VC-backed startup with recent secondary liquidity event
US
$800K+
34
Pain-to-Dream State
Overwhelmed by cash post-liquidity → Seeks expert guidance to diversify into vetted alternatives
Real Estate Professional
High-earning broker or syndicator with lumpy income from deals
US
$500K+
41-60
Pain-to-Dream State
Tired of deal concentration risk → Wants passive, tax-advantaged exposure to private credit or hedge
Medical Specialist
Cardiologist or orthopedic surgeon with limited time
US
$650K+
45-65
Pain-to-Dream State
Distrusts traditional wealth advisors → Wants a second opinion on alt allocations with transparency
Small Family Office Principal
Single-family office operator managing intergenerational wealth
US
$1M+
50-65
Pain-to-Dream State
Drowning in fund pitches → Seeks a lean advisor to filter deals & monitor performance across assets
The market shows steady year-over-year growth, driven by increasing demand and emerging trends.
Pain Points & Desires
Top Pain Points
Unclear if deals are legit
Portfolio feels unbalanced
No trusted, unbiased guidance
Top Desires
Confident alt allocations
Passive, vetted opportunities
Transparent expert advice
Offer Details
Client-Financed-Acquisition Offer
Lvl 1 - Client-Financed-Acquisition Offer
Middle Recurring Offers
Lvl 2 - Monthly Recurring Stability Offer
Product Name
Ongoing Benefits
Pricing Model
Alternative Investment Access Subscription
- Monthly performance reviews and rebalancing support - Direct access to vetted alternative deals - Quarterly asset class outlook and risk alerts - Access to partner platforms for pre-vetted fund entry - On-demand advisor calls (2x/month) - Investor updates and NAV reports - Custodian & KYC/AML coordination support
$1,500
Backend Offers
Lvl 3 - Performance-Based Profit Offer
Business Model & Operations Overview
Operational Brief Overview
Advisors conduct one-on-one calls, deliver structured reports, and manage ongoing portfolio review cycles using a lean, expert-led service team.
Business Model
Clients pay a fixed fee for advisory, with optional recurring subscriptions and backend performance-based compensation on curated opportunities.
Fulfillment Method
DWY
DFY
Delivery Channels
Agency & Managed Services
Marketing & Sales Strategy
How We Get Clients
Go-To-Market & Blitz Scaling Strategy
We combine paid ads, outbound sales, SEO, and referral funnels to rapidly attract HNWIs seeking private market advisory and convert them through VSLs and automation.
4 Core Traffic Methods
Pay-Per-Click (PPC)
Run Google and YouTube ads offering a free “Alternative Portfolio Second Opinion,” directing to a VSL. Automated follow-ups push booking with expert-led clarity.
Outbound Sales
Scrape HNWI leads via LinkedIn and Apollo. Cold email pitch: “Get Your Next Investment Vetted in Only 72 Hours.” Automated follow-up drives discovery call booking.
Referrals/Partnerships
Partner with boutique RIAs, CPAs, and boutique estate lawyers. Offer co-branded content, client credits, and revenue-sharing to incentivize warm lead introductions.
Organic
Publish detailed and informative SEO blogs on vetting private deals and risk. Post YouTube Shorts and expert reels that drive viewers into a free audit offer via lead magnets.
Marketing & Sales Funnel Structure
Marketing Call Funnel
Landing Page
Lead Magnet
Lead Capture
Typeform
Call Booking
Calendly
Success Page
Booked Call
Sales Call Funnel
Pre-call Content
Booking
Sales Call
One-call close
Final Outcome
Signed Client
Lead To Close Timeline
Scheduled to Closed
7 Days
Average Order Value
Cost Per Acquisition
Operations & Fulfillment Plan
How Results & Value Are Delivered
Information About The Operation & Fulfilment Plan
Clients complete an intake form, followed by a live call, then receive a detailed alt portfolio review and due diligence pack within 7–10 business days.
Founder Capability & Requirements
Client insights from calls, surveys, and investment outcomes drive continuous refinement of strategy, reporting templates, and service delivery approach.
Dream Team Requirements
Role
Responsibilities
Founder / Lead Advisor
Client consultations, portfolio reviews, asset allocation strategy, relationship mgmt
Alternative Investments Analyst
Deal vetting, due diligence, asset screening, research briefs
Operations Associate
Client onboarding, compliance prep, document handling, meeting coordination
Client Journey & Retention Strategy
Detailed Client Journey Flow
Continuous Client Management
Clients receive monthly check-ins, new deal screeners, and portfolio rebalancing alerts to maintain alignment with goals and improve long-term outcomes.
Feedback Loop & Iteration
Client insights from calls, surveys, and investment outcomes drive continuous refinement of strategy, reporting templates, and service delivery approach.
Retention & Ascension Models
Clients are retained through results-driven service, upgraded to recurring retainers, and invited into performance-based backend profit-share deals.
Flywheel & Growth Model
Rapid Client Results
Clients receive full alt portfolio reviews and due diligence reports within 7–10 days of onboarding.
Recurring Revenue
Monthly retainers cover portfolio reviews, deal vetting, and rebalancing support for ongoing client value.
Referrals & Incentives
Clients earn $500 per referral that closes, with automated updates and co-branded tools to simplify sharing.
Case Studies & Testimonials
Clients share how expert reviews improved allocations, building trust through transparent results and clarity.
Flywheel/Network Effect
Every satisfied client brings referrals, creating momentum through shared success and growing brand credibility.
Competitive Moat
Fee-only, product-agnostic advisory with proprietary frameworks and fast, expert-led reporting creates defensibility.
Stickiness
Clients rely on ongoing deal reviews and trust built through fast, expert feedback and automated reporting.
IP Frameworks
Custom-built templates, scoring tools, and diagnostic models are used to standardize and scale every engagement.
Finance & Key Metrics
Financial Overview
Snapshot of Finances
Startup Capital Required
Average Client Value
Profitability & Margins
Target Profit Margin
Typical ROI Timeline
42 Days
Beyond the Front-End
Vertical Scaling
Offer Expansion
Expand by adding SDIRA setup advisory, second-opinion services for RIAs, and backend LP deal packaging for vetted clients. Each add-on deepens value per client.
Retirement Capital Planning
Sell White-Labeled Due Diligence Reports
Source Co-Investment Deals for Clients
Horizontal Scaling
Potential Acquisitions & Partnerships
Acquire boutique alt advisory firms focused on crypto, real estate, or startup due diligence to expand into parallel verticals under one advisory umbrella.
Acquire a real estate syndicate
Roll up a crypto-focused DD firm
Merge with a startup accelerator
Clear Exit Strategy & Valuation
Ideal Buyer Profiles
Wealth Management Firm
Alternative Investment Marketplace
Boutique Private Equity Fund
Recent Comparable Exits
Company
Exit Price
Multiple
Buyer
Year
Reason
Source
Portfolio
Performance in
May 30, 2025
$4.56M
In Monthly Revenue
5
New Millionaires
5
Funded Startups
$43M
Combined Valuation
Apply to Build & Scale This Business Idea
Build this business with High Ticket Ventures!
50/50 Equity partnership
42 Days to validate with 3 clients
Plus +
$3,000 - $5,000 Initial Investment
Scalable to 7-8 Figures in 12 Months
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