{"id":58409,"date":"2026-08-31T11:50:55","date_gmt":"2026-08-31T09:50:55","guid":{"rendered":"https:\/\/www.investglass.com\/?p=58409"},"modified":"2026-09-02T09:02:16","modified_gmt":"2026-09-02T07:02:16","slug":"how-apertis-capital-deployed-investglass-to-build-a-more-connected-private-markets-experience","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-apertis-capital-deployed-investglass-to-build-a-more-connected-private-markets-experience\/","title":{"rendered":"How Apertis Capital Deployed InvestGlass to Build a More Connected Private Markets Experience"},"content":{"rendered":"\n

<\/span>A digital operating foundation for curated private-market access<\/span><\/h2>\n\n\n\n

Apertis Capital<\/a> was created to open private markets to a broader group of professional allocators without compromising institutional discipline. As Conduit Group\u2019s proprietary buy-side platform, Apertis brings together curated private equity, private debt, real assets, infrastructure and venture strategies in one structured environment.<\/p>\n\n\n\n

To support that ambition, Apertis deployed InvestGlass as a digital foundation for managing investor relationships, onboarding, communications and access to investment information. The result is a more connected operating model for a platform built around careful manager selection, transparent documentation and compliant execution.<\/p>\n\n\n\n

\u201cWhere structuring meets distribution, for the most demanding allocators in the world.\u201d \u2014 Benoit Gilles Cambier and Steve Metrallet.<\/p>\n\n\n\n

\"InvestGlass
InvestGlass Investor Portal<\/figcaption><\/figure>\n\n\n\n

<\/span>The challenge: bringing institutional-grade access into a simpler workflow<\/span><\/h2>\n\n\n\n

Private-market investing often involves multiple stakeholders, extensive documentation and long decision cycles. Investors may need to review manager information, analyse performance data, complete onboarding requirements, receive updates and coordinate with their existing custodians before committing capital.<\/p>\n\n\n\n

Apertis was designed to reduce that operational burden. Its audience includes multi-family offices, independent wealth managers, pension funds and foundations that want practical access to private assets while retaining responsibility for their own due diligence.<\/p>\n\n\n\n

The platform therefore needed more than a digital brochure. It needed a secure and structured way to support the complete investor journey, from initial interest through onboarding, document access, communication and ongoing relationship management.<\/p>\n\n\n\n

Business requirement<\/td>How the deployment supports it<\/td><\/tr>
Professional-investor onboarding<\/td>Digital collection of firm information, investor status and supporting documentation<\/td><\/tr>
Centralised investor information<\/td>A single environment for relationship data, communications and relevant documents<\/td><\/tr>
Consistent deal communication<\/td>Structured outreach and investor updates across the platform\u2019s pipeline<\/td><\/tr>
Secure document sharing<\/td>Controlled access to sensitive investment and operational materials<\/td><\/tr>
Scalable relationship management<\/td>Automation that reduces repetitive administration as the investor network grows<\/td><\/tr>
Swiss data-sovereignty needs<\/td>Alignment with InvestGlass\u2019s Swiss-owned and Swiss-hosted platform model<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

<\/span>The solution: InvestGlass across the investor lifecycle<\/span><\/h2>\n\n\n\n

InvestGlass combines CRM, digital onboarding, automation, investor-portal capabilities and portfolio-management functionality in one financial-services platform. For Apertis, this creates an operating layer that can connect the commercial, administrative and investor-facing parts of the business.<\/p>\n\n\n\n

<\/span>1. Digital onboarding for qualified investors<\/span><\/h3>\n\n\n\n

Apertis is invitation-only and serves professional, accredited and institutional investors. Its onboarding process requires firms to provide a profile, complete an onboarding questionnaire and submit supporting documentation before access is approved.<\/p>\n\n\n\n

InvestGlass helps digitise that process by replacing fragmented email exchanges and manual form handling with structured workflows. Information can be collected consistently, routed to the appropriate team members and tracked through defined approval stages.<\/p>\n\n\n\n

This approach gives Apertis a clearer view of where each application stands while creating a more controlled experience for investors. It also provides a foundation for capturing the information required to support compliance processes without making the journey unnecessarily cumbersome.<\/p>\n\n\n\n

<\/span>2. A central CRM for investor and manager relationships<\/span><\/h3>\n\n\n\n

Apertis operates at the intersection of general partners, professional allocators, service providers and its own Investment Committee. Each relationship carries different information requirements, communication needs and next steps.<\/p>\n\n\n\n

With InvestGlass, these interactions can be managed through a central CRM rather than dispersed across inboxes and disconnected spreadsheets. Teams can maintain structured records, assign tasks, schedule follow-ups and create a clearer history of engagement around each investor, manager or opportunity.<\/p>\n\n\n\n

For a private-markets platform, this is particularly valuable because relationship context matters. A single view can help teams understand whether an investor is being onboarded, reviewing a deal pack, awaiting documentation, preparing a commitment or receiving post-transaction communications.<\/p>\n\n\n\n

<\/span>3. Secure access to investment documentation<\/span><\/h3>\n\n\n\n

Apertis standardises deal materials before presenting opportunities to the buy-side. Its deal packs may include strategy information, manager track records, operational reviews, valuation methodology information and fee analysis.<\/p>\n\n\n\n

InvestGlass\u2019s investor-portal capabilities are designed to help financial firms share sensitive documents and connect those documents with investments, funds and securities. The portal can also support reporting, notifications, access controls and audited user activity.<\/p>\n\n\n\n

For Apertis, this supports a more organised information experience. Investors can access the material relevant to their relationship, while the team can manage permissions and communications from a central operating environment.<\/p>\n\n\n\n

<\/span>4. Automated communication and follow-up<\/span><\/h3>\n\n\n\n

Apertis\u2019s model depends on timely communication. Investors need to know when an opportunity becomes available, which documents require attention and what steps remain before a digital commitment can be completed.<\/p>\n\n\n\n

InvestGlass enables financial-services teams to automate workflows, email campaigns, task management and notifications. These capabilities allow Apertis to create repeatable communication journeys while preserving the high-touch service expected by professional investors.<\/p>\n\n\n\n

Automation does not replace judgement. Instead, it gives the Apertis team more time to focus on manager relationships, investor questions and the quality of the allocation experience.<\/p>\n\n\n\n

<\/span>Supporting Apertis\u2019s governance-led approach<\/span><\/h2>\n\n\n\n

Apertis\u2019s Investment Committee reviews managers before they appear on the platform. The stated methodology combines qualitative assessment with analysis of DPI, TVPI, net IRR by vintage, valuation methodology, fee structures, governance and service-provider quality.<\/p>\n\n\n\n

InvestGlass provides a digital environment in which the related records, documents, tasks and communications can be organised around this governance model. That helps create a more consistent internal process while keeping the final investment decision with the investor.<\/p>\n\n\n\n

This distinction is important. Apertis explicitly states that it does not provide investment advice or personal recommendations. Investors remain responsible for conducting their own due diligence. The technology supports the process; it does not replace professional judgement or investor responsibility.<\/p>\n\n\n\n

<\/span>From private-market complexity to a more usable investor journey<\/span><\/h2>\n\n\n\n

Apertis also addresses a structural challenge in private markets: investments are often illiquid and administratively demanding. The platform uses Luxembourg certificates that are ISIN-bearing, transferable and clearable through infrastructure including SIX, Euroclear and Clearstream.<\/p>\n\n\n\n

InvestGlass complements that structure by helping bring the investor-facing workflow into one connected experience. Instead of relying on separate systems for contact management, onboarding, document distribution and communications, Apertis can create a clearer path from discovery to access.<\/p>\n\n\n\n

The practical benefit is not simply digitisation. It is continuity. The investor relationship can be managed through a sequence of defined stages, with the right information and actions available to the right people at the right time.<\/p>\n\n\n\n

\"Hosting
Hosting your Data in Switzerland is Safer<\/figcaption><\/figure>\n\n\n\n

<\/span>Why the deployment matters<\/span><\/h2>\n\n\n\n

The deployment of InvestGlass gives Apertis a scalable digital foundation for its buy-side-first model. It supports the platform\u2019s focus on curated access, structured information and compliant execution without introducing a house-product agenda or interfering with investor decision-making.<\/p>\n\n\n\n

For professional investors, the experience is designed to be easier to navigate. For the Apertis team, it creates greater visibility across relationships and processes. For Conduit Group, it provides an operating model that can support the continued development of a private-markets platform with ambitions across Switzerland, Singapore and the Nordic markets.<\/p>\n\n\n\n

Before a connected operating model<\/td>With InvestGlass supporting the deployment<\/td><\/tr>
Investor information spread across channels<\/td>Centralised relationship and process records<\/td><\/tr>
Manual onboarding coordination<\/td>Digital forms, workflow routing and task tracking<\/td><\/tr>
Repeated document exchanges<\/td>Structured portal-based document access<\/td><\/tr>
Reactive follow-up<\/td>Automated reminders, notifications and communications<\/td><\/tr>
Limited process visibility<\/td>Clearer status across investor and manager journeys<\/td><\/tr>
Separate operational tools<\/td>A connected platform for CRM, onboarding and investor engagement<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

<\/span>A foundation for the next stage of growth<\/span><\/h2>\n\n\n\n

Apertis is building more than an investment marketplace. It is building an access infrastructure for professional allocators who want private-market opportunities presented with institutional standards and practical usability.<\/p>\n\n\n\n

InvestGlass helps turn that ambition into a repeatable digital experience. By connecting onboarding, CRM, automation, document sharing and investor communications, the deployment gives Apertis a stronger platform for managing complexity as its network develops.<\/p>\n\n\n\n

The story is ultimately about alignment: Apertis brings the private-market expertise, manager selection and structuring model; InvestGlass provides the digital infrastructure that helps make the experience more connected, transparent and scalable.<\/p>\n\n\n\n

<\/span>Key outcomes of the deployment<\/span><\/h2>\n\n\n\n