HOW IT WORKS
Alternative Investment Liquidity helps investors move from initial inquiry to a Confidential Investment Review through a clear, discreet, and professionally managed process.
THE PROCESS
AIL follows a confidential process designed to determine whether an alternative investment position may qualify for secondary market interest.
Provide basic information about your investment position, including asset type, ownership structure, and investment amount.
AIL conducts an initial review to understand the investment, available documentation, and potential transaction considerations.
Qualified opportunities are evaluated against market demand, buyer criteria, and potential liquidity pathways.
AIL provides a confidential assessment outlining potential liquidity pathways, key considerations, and possible next steps, where applicable.
WHAT WE REVIEW
AIL conducts Confidential Investment Reviews across a range of illiquid alternative investment positions to determine whether secondary market interest or another potential liquidity pathway may exist. Eligibility depends on the investment structure, transferability, available documentation, and current market conditions.
Not every investment qualifies for review. Each opportunity is evaluated individually based on its structure, documentation, and potential market interest.
Investors, advisors, trustees, and estate representatives often have questions before beginning a confidential liquidity review.
No. Submitting information for review does not create an obligation to sell or move forward with any potential liquidity option.
Basic investment details are typically needed, including the asset type, ownership structure, sponsor or issuer information, investment amount, and available documentation.
Yes. AIL handles submitted information as part of a Confidential Investment Review and uses it to evaluate the specific investment and potential liquidity pathways.
No. Eligibility depends on the investment structure, transferability, available documentation, sponsor requirements, market conditions, and potential secondary market interest.
Timing varies by investment type and documentation. Preliminary reviews can often be completed within several business days once sufficient information is received.
If potential market interest may exist, AIL provides a confidential assessment outlining possible liquidity pathways and key considerations, where applicable.
Submit basic information for a confidential review. Opportunities are evaluated individually based on investment structure, available documentation, transferability, and potential market interest.
REQUEST CONFIDENTIAL REVIEW