Pando operates an open, commission-free network designed to streamline workflows across the alternative investing ecosystem. The platform connects wealth managers, asset managers, and broker-dealers for deal discovery, transaction execution, and post-transaction management. Utilizing modern data architecture and AI-driven capabilities, Pando enhances data flow and opportunity monitoring for private market alternatives.
Funding
Funding not disclosed
Founders
Product
Problem
The alternative investing ecosystem faces inefficiencies in deal discovery, transaction execution, and post-transaction management. This fragmentation hinders seamless collaboration and data flow between key market participants, impacting the cost-effectiveness and accessibility of private market transactions.
Solution
Pando provides an open, secure network designed to unify the alternative investing ecosystem. The platform streamlines workflows from initial deal discovery through transaction execution and subsequent post-transaction events, including recordkeeping and reporting. By facilitating direct connections between wealth managers, asset managers, and broker-dealers, Pando enhances operational efficiencies and reduces friction in private market dealings. Its cloud-native architecture and AI-driven capabilities are engineered to optimize data flow and opportunity identification within the wealth management sector.
Target Audience
The platform serves wealth managers seeking to discover and manage private market alternatives, asset managers looking to distribute deals, and broker-dealers aiming to increase deal exposure and reduce customer acquisition costs.
Features
- Unified network for alternative investment deal discovery, transaction execution, and post-transaction management.
- Facilitates direct connections and workflow streamlining for wealth managers, asset managers, and broker-dealers.
- AI-powered capabilities for data extraction from documents, compliance metric tracking, and client portfolio analysis.
- Open APIs for integration with existing portfolio management, books and records, and operational systems.
- Cloud-native architecture with modern data infrastructure.
- Emphasis on an open network without commissions or curated opportunities.