Advisor / RIA / Family Office
Import client portfolios, source liquidity competitively, find vetted private-market opportunities, and turn a client conversation into a polished brief in minutes.
Prelode connects the advisors, family offices, and RIAs serving the world's UHNW households with liquidity solutions, the most sought after investment strategies and venture opportunities that deserve their attention. An AI Native centralized marketplace, configure to your goals and objectives.
Design-partner beta. ~100 seats. We review every request.
Import client portfolios, source liquidity competitively, find vetted private-market opportunities, and turn a client conversation into a polished brief in minutes.
Receive RFQs that match your underwriting box. Bid in a structured workspace. Track deals from new to close. See where your pricing sits in the market.
Publish your raise to the most credentialed advisor channel in the country. Gate diligence by accreditation and NDA. Watch the pipeline fill.