ALTSeek Affirm · Implement

The education you already do, captured as a record you can stand behind.

ALTSeek Affirm lets an advisor assign clear, plain-language education on an alternative investment, its overview, its key risks, and its general considerations, and have the investor attest to reviewing each one, creating a documented completion record for the file.

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Assigned Review · DST3 of 3 complete
Investment OverviewDST Summary
Attested
Key RisksRisk Overview
Attested
Primary ConsiderationsGeneral Considerations
Attested
Completion record generated, time-stamped and retained in the file.
Illustrative interface preview.
The problem Affirm solves

Good process happens. Proving it is the hard part.

Before an alternative goes into a client's portfolio, a good advisor walks them through what it is, how it works, and what can go wrong. But that conversation usually lives in memory and goodwill. There is rarely a durable record that the investor was actually informed.

If a decision is ever questioned, "we talked about it" is hard to stand behind. The education was real. The documentation was not.

What Affirm is

Advisor-assigned education, investor-confirmed.

Affirm is an investor education and attestation platform. The advisor creates an account for the client and assigns the right education for the investment at hand from ALTSeek's library. The investor reviews it and attests to having reviewed each item. The result is a clean, time-stamped completion record.

Affirm makes good process visible: a documented record that the investor was informed, without adding work to the advisor's day.

How it works

Assign. Review. Attest. Maintain.

i.
AssignThe advisor assigns the relevant modules for the investment: an overview, the key risks, and the general considerations.
ii.
ReviewThe investor reviews clear, one-page, plain-language education at their own pace.
iii.
AttestThe investor confirms they have reviewed each item, creating a time-stamped completion record.
iv.
MaintainThe record is retained in the file, so the firm can always show what was reviewed, and when.
The content library

A ready library of plain-language investor education.

Every item is a one-page, investor-friendly module, written to be read and understood, not to sell. Advisors assign from three connected series.

Primary ConsiderationsWhat an investor is really taking on with a given investment type, framed evenly around what you own and how you own it.
Key RisksHow capital can be impaired, organized around what actually goes wrong, with the other side of each trade-off shown honestly where a structural risk also carries a real benefit.
Key ConceptsCross-cutting explainers on the mechanics investors most often misunderstand: capital calls, fee structures, liquidity and lock-ups, K-1 versus 1099 tax reporting, return of capital, and recognizing red flags.

Asset-class modules span 11 investment types, including DSTs, non-traded REITs, BDCs, interval funds, private equity, private credit, hedge funds, real estate funds, oil and gas, opportunity zones, and life settlements, alongside a general overview of the risks common to all alternatives.

11Investment types covered
3Connected content series
1Page each, plain language
Built for a meaningful attestation

Candid disclosure, not marketing.

An attestation only means something if what was reviewed was honest. Affirm's content states risks plainly and in the investor's language. Where a risk also carries a legitimate structural benefit, that context is set apart clearly rather than blended in to soften the disclosure.

Affirm documents that an investor was educated. It does not assess suitability or make a recommendation. The content carries no client specifics, so the advice, and the judgment behind it, stays entirely with the advisor.

Why firms use it

A process you can show, not just describe.

Make good process visibleTurn the education you already do into a documented, time-stamped record.
A more defensible processShow exactly what an investor reviewed, and when, if a decision is ever questioned.
Consistent across the firmEvery investor gets the same vetted, plain-language education for a given investment type.
Less work, not moreAssign from a ready library in a few clicks. Nothing to build from scratch.
Candid by designHonest, plain disclosure the investor attests to, not promotional material.
Education, not recommendationAffirm documents that the investor was informed. The recommendation stays with the advisor.
Where Affirm fits

The Implement stage of one connected program.

Once an investment has been sourced and evaluated, Affirm is part of putting it into a client's portfolio the right way, with a clear record that the investor understood what they were entering. Where ALTSeek Atlas equips your team, Affirm documents the client-facing side of a defensible program.

SourceEvaluateImplementOversee
Get started

Make good process visible.

Affirm turns the investor education you already provide into a consistent, candid, and documented record, without adding to your workload.

Subscribe nowSee plans & pricing
The technology is new. The intelligence behind it is not: 22+ years of independent alternatives research from Buttonwood Due Diligence.