Client Solutions

The Client Solutions team develops strategic partnerships to support the growth of our clients’ businesses by providing turnkey solutions for the offering of alternative investment products to their clientele or customizing a platform specifically for their needs. Our partners are global wealth managers, alternative investment firms, and independent wealth advisors. Each receives personalized attention that reflects our deep understanding of the challenges they face.

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Investor Relations serves as the first point of contact for investors and advisors navigating our investment platform. We strive to deliver to our clients the highest level of personalized service throughout the lifecycle of their investments.

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Corporate Services

Corporate Finance

Corporate Finance is a trusted business partner of all operating groups within iCapital, providing accurate and timely financial and operating results to management and investors as well as detailed financial analysis and modeling in support of key business decisions. Finance also shares responsibility with Technology and Operations for the identification and management of Corporate Risks.

Fund Finance: Manages the books and records for all funds administered on the iCapital platform, including validation of transactions, audits, and the flow of assets.

Fund Tax Management: Executes all tax filings and client communications regarding taxable fund activities.

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Human Resources and Facilities

Our HR team members serve as ambassadors to attract, develop, and retain talent. This includes advising and empowering our people to feel connected with one another and challenged in their roles. Our Facilities and Administration teams are responsible for the development and upkeep of our offices as well as the management of all company events.

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Legal & Compliance

The Legal and Compliance teams facilitate all aspects of our business and enable the company to operate in a manner consistent with applicable laws and regulations. As valued business partners, the Legal and Compliance teams help in structuring new products and transactions, and provide advice in support of business operations and relationships.

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Marketing manages brand development, product marketing, client communications, and sales force enablement functions to drive awareness, consideration, and preference for iCapital services and products.

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Data & Operations

Provides operational support across the entire iCapital fund base through 1.) an investor services team which manages all client subscriptions, 2.) a fund operations team which interfaces with banks, custodians and other service providers, 3.) a cash reconciliation team to track funding status across all clients, and 4.) a data integrity team which manages and cleanses the time series underlying fund portfolio company data.

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Enterprise Integration

Enterprise Integration partners with our white label clients to manage the development and implementation of their customized technology solution for the offering and servicing of alternative investments.

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Fund Reporting

Manages the production and distribution of quarterly investor reporting including meaningful quantitative metrics and qualitative information at the feeder fund level, underlying fund level and portfolio company level. Also provides support to the fund administration team with investor capital event communications.

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Investment Product Development

The Investment Product team leads the development of new product and investment structures and manages the lifecycle of each investment product at iCapital. This includes manager onboarding and product structuring, fund origination and launch, and oversight through the close of the fund.

Research & Due Diligence

The Research and Due Diligence team evaluates hundreds of alternative investment funds annually, selecting less than 5% to feature on the iCapital Flagship Platform. The process involves a comprehensive analysis of performance, manager team stability and depth, market opportunity, loss ratios, and the competitive landscape. The R&D team provides ongoing monitoring and coverage of the funds and serves as outsourced product specialists to many wealth advisory firms. In addition, the R&D team provides a wide array of thought leadership, commentary, and educational content to help advisors and their clients better understand the alternative investment market.


The Technology team develops and manages the iCapital investment platform to the highest standards of functionality, client experience, and security. Specific functions include:

Product Development: Collaborates with all stakeholders of the investment platform to define the product development roadmap and design, coordinate, and direct the implementation of enhancements.

Technology: Develops new features, optimizes the client experience, and identifies and resolves defects on iCapital’s software platforms.

Platform Architecture: Develops and maintains the model that defines the iCapital platform’s structure, capabilities, processes, and behavior.

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