Subscription document automation for private market investments

Designed for independent wealth advisors that deploy a differentiated investment program.

Account

Smith Irrevocable Trust

Trust

Fund

ABC Income Fund

Commitment $750,000

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Subscription package generated

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Built for firms with a differentiated investment program

Your investments, your processes, your data — in a single platform.

Unlock your full investment universe

Invest beyond what is available in marketplaces and conventional platforms. AltForge works with any fund, any manager, and any structure so you can deliver your best investment ideas to every client's portfolio.

Define your own workflows

The AltForge platform connects to your existing tech stack and adapts to your firm's processes — configured to reproduce how your firm already works, not the other way around.

✓Approve

Control your own data

Your client profiles and investment data belong to your firm, not the platforms you use. You decide where that data lives, who has access to it, and how it is used.

Client profile

What AltForge delivers

Key features to streamline onboarding with digital subscription documents.

Single platform

No more paper-based subscription documents or switching across portals. Manage all your alternative investments from a single platform.

Bulk investments

Process multiple subscriptions simultaneously across clients — improving investors' experience and reducing your team's effort.

Seamless experience

Delight end investors and advisors alike. Every client and user gets a smooth, professional experience from start to finish.

Up to date KYC/AML

AltForge keeps your KYC and AML information current across all clients and investments — ensuring data is up to date and minimizing NIGO submissions.

Master investor profile

One master profile completes and tracks all your alternative investments automatically. Stop maintaining multiple client profiles across platforms.

White-label experience

Deliver a fully branded client experience — customized with your logo, colors, and content to reflect your firm's identity.

Collaborate with third parties

Allow other advisors to collaborate, review, and edit subscription documents before they are sent to the client — keeping your team aligned at every step.

Track subscription status

Monitor the status of every subscription in real time — know exactly where each document is in the process, from initiation to closing.

Custom investment opportunity materials

Create and share tailored materials per opportunity — giving your team the context to advise clients effectively.

Robust access controls

Define who can view, edit, and approve documents across your team — with granular permissions that keep sensitive client data secure.

Generate supporting documentation

Automatically generate the supporting documents required alongside subscription documents — to generate a complete package to execute the investment.

Custodian integrations

Connect AltForge directly to your custodians — eliminating manual data entry and including the required forms for execution through their platforms.

What clients say

Trusted by leading wealth management firms.

AltForge is at least 30x faster than our previous system — it unlocks the willingness to bring the conversation around alternative investments to more clients. Without a doubt, it is a measurable value of time that we have gotten back operationally.

Owner

Indianapolis RIA

The intuitiveness of the platform is like using an iPhone. You can stumble into AltForge's platform. Without AltForge, we would have needed to hire a person to handle this volume of alternative investments.

Head of Operations

Indiana RIA

FAQ

What fund types does AltForge support?

LP/GP structures, SPVs, and direct placements. Any manager, any structure — AltForge has no fund shelf.

How does AltForge handle my client data?

You own your data. Client profiles are never shared across firms. Data is encrypted at rest and in transit.

Does it work with our existing tools?

Yes. AltForge integrates with your CRM, custodians, and reporting platforms. No rip-and-replace required.

How long does onboarding take?

Most firms are up and running within 48 hours. We handle setup and walk your team through the platform on day one.

Is my data secure?

Yes. Data is encrypted at rest and in transit. We do not share client data across firms.

Built for firms with a differentiated investment program

Your investments, your processes, your data — in a single platform.

Unlock your full investment universe

Define your own workflows

The AltForge platform connects to your existing tech stack and adapts to your firm's processes — configured to reproduce how your firm already works, not the other way around.

✓Approve

Control your own data

Your client profiles and investment data belong to your firm, not the platforms you use. You decide where that data lives, who has access to it, and how it is used.

Client profile

What AltForge delivers

Key features to streamline onboarding with digital subscription documents.

Single platform

No more paper-based subscription documents or switching across portals. Manage all your alternative investments from a single platform.

Bulk investments

Process multiple subscriptions simultaneously across clients — improving investors' experience and reducing your team's effort.

Seamless experience

Delight end investors and advisors alike. Every client and user gets a smooth, professional experience from start to finish.

Up to date KYC/AML

AltForge keeps your KYC and AML information current across all clients and investments — ensuring data is up to date and minimizing NIGO submissions.

Master investor profile

One master profile completes and tracks all your alternative investments automatically. Stop maintaining multiple client profiles across platforms.

White-label experience

Deliver a fully branded client experience — customized with your logo, colors, and content to reflect your firm's identity.

Collaborate with third parties

Allow other advisors to collaborate, review, and edit subscription documents before they are sent to the client.

Track subscription status

Monitor the status of every subscription in real time — know exactly where each document is in the process, from initiation to closing.

Custom investment materials

Create and share tailored materials per opportunity — giving your team the context to advise clients effectively.

Robust access controls

Define who can view, edit, and approve documents across your team — with granular permissions that keep sensitive client data secure.

Supporting documentation

Automatically generate the supporting documents required alongside subscription documents — to produce a complete package.

Custodian integrations

Connect AltForge directly to your custodians — eliminating manual data entry and including the required forms for execution.

What clients say

Trusted by leading wealth management firms.

Owner

Indianapolis RIA

Head of Operations

Indiana RIA

Company

Building the private markets infrastructure independent advisors deserve

Empowering independent wealth advisors to fully unleash the potential of their private market program.

Our Story

Private markets deserve better operational infrastructure

With decades of experience, the Altforge team has seen the alternative investment industry grow dramatically over the past decade. Allocations to private equity, private credit, and real assets are no longer the exclusive domain of large institutions — they are now central to how independent wealth advisors differentiate their practices.

But the back-office infrastructure never caught up. Subscription documents are still completed by hand. AML/KYC processes are fragmented and manual. Every new allocation means hours of data entry, follow-up, and coordination across multiple parties.

Recognizing that gap, the AltForge team built technology to close it. We automate the subscription document and AML/KYC workflow end-to-end, so advisors can focus on building a differentiated investment program rather than filling out paperwork.

Our Mission

Give every independent advisor the private markets infrastructure they deserve

We bring together deep expertise across institutional investment and technology — from managing alternatives portfolios at leading asset managers to building infrastructure that scales. We saw firsthand how paperwork and manual processes were creating drag on independent advisors’ ability to run a differentiated alternatives program.

Our mission is straightforward: give independent wealth advisors the operational infrastructure to run a differentiated alternatives program — without the overhead that was holding them back.

Team background