Alternative Investments
Access private equity, angel investments, VC funds, and other opportunities
Access private equity, angel investments, VC funds, and more
A modern way to invest beyond public markets with curated private market opportunities built for long term growth.
A modern way to invest beyond public markets with curated private market opportunities built for long term growth.
What you can access on Surmount?
What you can access on Surmount?
Private equity
Private equity
Invest in private companies well-positioned to outperform the stock market overtime
Invest in private companies well-positioned to outperform the stock market overtime
Angel investments
Angel investments
Early stage opportunities sourced from trusted networks with structured deal review.
Early stage opportunities sourced from trusted networks with structured deal review.
Venture capital funds
Venture capital funds
Access to professional VC firms raising capital for diversified portfolios of early stage companies.
Access to professional VC firms raising capital for diversified portfolios of early stage companies.
Other private market opportunities
Other private market opportunities
Real assets, credit, and alternative income strategies introduced over time.
Real assets, credit, and alternative income strategies introduced over time.
FAQ
FAQ
FAQ
Answers to your questions
Answers to your questions
After reading this section, if you still has questions, feel free to contact us however you want.
What are alternative investments?
Alternative investments are opportunities outside of public stocks and bonds. They include private equity, venture capital funds, angel deals, and other private market offerings that aim to provide growth, diversification, and access to companies before they go public.
What are alternative investments?
Alternative investments are opportunities outside of public stocks and bonds. They include private equity, venture capital funds, angel deals, and other private market offerings that aim to provide growth, diversification, and access to companies before they go public.
What are alternative investments?
Alternative investments are opportunities outside of public stocks and bonds. They include private equity, venture capital funds, angel deals, and other private market offerings that aim to provide growth, diversification, and access to companies before they go public.
Who can invest in these opportunities?
Some offerings require you to meet specific investor qualifications, such as accredited status, income thresholds, or net worth criteria. Surmount will guide you through the eligibility check automatically before you invest.
Who can invest in these opportunities?
Some offerings require you to meet specific investor qualifications, such as accredited status, income thresholds, or net worth criteria. Surmount will guide you through the eligibility check automatically before you invest.
Who can invest in these opportunities?
Some offerings require you to meet specific investor qualifications, such as accredited status, income thresholds, or net worth criteria. Surmount will guide you through the eligibility check automatically before you invest.
Why should I consider alternative investments?
They offer access to early stage and private market growth that is not available in public markets. They can also help diversify your portfolio since private assets often move differently from public stocks.
Why should I consider alternative investments?
They offer access to early stage and private market growth that is not available in public markets. They can also help diversify your portfolio since private assets often move differently from public stocks.
Why should I consider alternative investments?
They offer access to early stage and private market growth that is not available in public markets. They can also help diversify your portfolio since private assets often move differently from public stocks.
How risky are these investments?
Private market investments carry higher risk, longer timelines, and limited liquidity. Returns are not guaranteed and you may not be able to withdraw your funds early. Surmount provides clear risk summaries so you can make informed decisions.
How risky are these investments?
Private market investments carry higher risk, longer timelines, and limited liquidity. Returns are not guaranteed and you may not be able to withdraw your funds early. Surmount provides clear risk summaries so you can make informed decisions.
How risky are these investments?
Private market investments carry higher risk, longer timelines, and limited liquidity. Returns are not guaranteed and you may not be able to withdraw your funds early. Surmount provides clear risk summaries so you can make informed decisions.
How long is the typical investment timeline?
Most private equity and venture funds run for five to ten years. Angel deals may take even longer to reach an outcome. Each opportunity will clearly display its expected timeline before you commit.
How long is the typical investment timeline?
Most private equity and venture funds run for five to ten years. Angel deals may take even longer to reach an outcome. Each opportunity will clearly display its expected timeline before you commit.
How long is the typical investment timeline?
Most private equity and venture funds run for five to ten years. Angel deals may take even longer to reach an outcome. Each opportunity will clearly display its expected timeline before you commit.
How does Surmount evaluate each offering?
Every opportunity goes through a due diligence process that reviews the manager, track record, strategy, fee structure, and risk profile. Only vetted offerings appear in your dashboard.
How does Surmount evaluate each offering?
Every opportunity goes through a due diligence process that reviews the manager, track record, strategy, fee structure, and risk profile. Only vetted offerings appear in your dashboard.
How does Surmount evaluate each offering?
Every opportunity goes through a due diligence process that reviews the manager, track record, strategy, fee structure, and risk profile. Only vetted offerings appear in your dashboard.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.