A Modern Trusted Cap-Intro Platform
Designed by allocators, built for the alternatives industry.
Latest Happenings…
Jeff Degraaf of RenMac: Late Cycle in Equities, Where to Hide?
Join us on October 15 at 11:00 am EST for a webinar with Institutional Investor All-Star and Former Chief Technical Analyst, Lehman Brothers, Jeff Degraaf.
Sean Gambino of Heron Bay: Discussing His Top Holdings
Former Millennium Advisors PM, Sean Gambino of Heron Bay, will be discussing his top holding in an exclusive presentations on October 22 at 11:00 am EST.
David Sneddon of Credit Suisse: Japanese Equities Are In New Bull Market Cycle
Coming up on October 29 at 11:00 am EST, Institutional Investor All-Star, Chief Technical Analyst, Credit-Suisse, London, David Sneddon will discuss why Japanese equities are in new bull market cycle.
A Global Platform for a Connected World
Through selective screening, we bring together fund managers and allocators from around the world to connect based on shared investment philosophies.
Why Upscale
Designed by investors, for investors.
For over three decades we have been investing in alternative investment strategies and developing relationships with operating and sophisticated investors globally. We have built a robust platform to leverage our allocator and manager database, which is one of the largest available in the marketplace today.
Unlike our peers, we are active investors that allocate capital to alternative investment strategies. We have managed hedge funds, run funds of funds, allocated to hundreds of hedge fund managers and raised billions from institutional investors since the early 1980’s. In fact, one of our partners co-founded Cogent Hedge in 2001, which was the preeminent hedge fund database of its time. Another partner created his first hedge fund in 1985, has been on the board of multiple funds and has been registered as an investment adviser and commodity trading advisor.
Our experience enhances our offering of a unique and comprehensive solution for all users.
We have designed a platform with you in mind and invite you to join for free.
We take Care of Your Business
Upscale is lead by industry veteran Thomas Zucosky. With many decades of experience in alternatives, he and the team have created a platform designed intimately with the allocator mindset – understanding their needs for privacy, security, and fund data.
Engage in Multiple Ways
VIRTUAL EVENTS WITH INDUSTRY LEADERS
Thought leadership…Upload your performance data and marketing materials directly into the platform. Present your funds, connect with interested investors, and maintain control over how your information is shared.
VIRTUAL CAP-INTRO
Meeting scheduler…Our matching algorithm automatically surfaces allocators looking to invest in strategies like yours. You can browse, filter, analyze, and send messages or meeting requests.
LIVE CAP-INTRO EVENTS & ROADSHOWS
Video and voice calls take place directly on the platform via your desktop or mobile device without the need to download additional software. Once your meetings are confirmed, just open the app and join.
Professional Allocators
Management Companies
Average Meetings per Event
Deals
Platform Participants Include:
- Family Offices
- Multi-family Offices
- Fund of Funds
- Institutional Investors
- Investment Consultants & Placement Agents
- Independent Asset Managers
- Sovereign Wealth Funds
- RIA
- High Net Worth Individuals
- Family Offices
- Multi-family Offices
- Fund of Funds
- Institutional Investors
- Investment Consultants & Placement Agents
- Independent Asset Managers
- Sovereign Wealth Funds
- RIA
- High Net Worth Individuals
- Family Offices
- Multi-family Offices
- Fund of Funds
- Institutional Investors
- Investment Consultants & Placement Agents
- Independent Asset Managers
- Sovereign Wealth Funds
- RIA
- High Net Worth Individuals
What Our Clients Say
