Scalebuilder provides a turn‑key multi‑manager allocation platform that lets allocators launch their own separate‑manager account (SMA) programs and enables portfolio managers to showcase strategies, receive allocations, and grow their businesses. The platform supports a range of equity long/short strategies, including market‑neutral, quantitative, and arbitrage approaches, streamlining the investment program scaling process.
Funding
Funding not disclosed
Founders
Product
Problem
Allocators and portfolio managers often lack an efficient, integrated system to launch, manage, and scale separate‑manager accounts (SMAs) for equity long/short strategies, leading to fragmented processes, limited visibility of performance data, and difficulty attracting capital.
Solution
Scalebuilder offers a turn‑key multi‑manager allocation platform that enables allocators to create and operate their own SMA programs with minimal setup. The platform provides portfolio managers a dedicated interface to present strategy details, submit performance data, and receive allocations directly through the SMA structure. Integrated tools streamline onboarding, compliance, and reporting, allowing both parties to scale investment programs across a range of equity long/short approaches. Data sharing and performance analytics are built into the system, facilitating transparent communication and efficient capital deployment.
Target Audience
Primary users are institutional allocators seeking to run multi‑manager SMA programs and independent portfolio managers looking to showcase and scale equity long/short strategies.
Features
- Turn‑key SMA program creation and management for allocators
- Portfolio manager portal for strategy presentation, performance upload, and allocation requests
- Support for diverse equity long/short strategies including market‑neutral, quantitative, arbitrage, and special situations
- Automated compliance checks and reporting workflows
- Centralized performance data aggregation and analytics dashboard
- Secure, role‑based access controls for investors and managers