ALTSeek Atlas · Implement

One maintained library, ready wherever your practice needs it.

Atlas turns fragmented alternatives knowledge into a single, reusable resource of explainers, tools, templates, and client materials, organized so advisors, teams, and clients can find and use the right one in seconds.

Subscribe nowSee plans & pricing
The ALTSeek Atlas hub, surrounded by its resource categories: Education and Reference, Sourcing and Diligence, Best Practices, Suitability and Compliance, Portfolio Construction, Monitoring and Reporting, AltClient Communication, and AltReg Watch
The problem Atlas solves

Every firm rebuilds the same things, over and over.

The explainer for a private credit fund. The talking points for a nervous client. The checklist for reviewing a new sponsor. The documentation behind an allocation decision. In most firms this knowledge is scattered across inboxes, shared drives, and individual advisors' heads, rebuilt from scratch each time and rarely consistent.

Atlas replaces that with one maintained library. Build once, use everywhere, and keep everyone working from the same vetted material.

What Atlas is

A living knowledge base, not a folder of static files.

Atlas is a centralized, continuously maintained library of alternatives knowledge and practice tools. Every resource is organized by topic and by audience, so the right material is easy to find, easy to reuse, and consistent everywhere it appears.

It is grounded in Buttonwood's institutional research, not assembled from the open web. The content is new. The intelligence behind it is not.

What's inside

Seven categories. One connected library.

Atlas spans the full arc of running an alternatives practice, from first explaining a strategy to documenting it and reporting on it over time.

Education & ReferencePlain-language explainers on strategies, structures, and terms, so every advisor speaks about alternatives with the same fluency.
Sourcing & Due DiligenceFrameworks, checklists, and reference tools that bring structure to how opportunities are found and reviewed.
Portfolio Construction & AllocationGuidance for sizing, placing, and pairing alternatives within a broader portfolio.
Suitability, Compliance & DocumentationTemplates and reference material that help firms document decisions and support a defensible process.
Monitoring & Client ReportingTools for tracking positions after the sale and communicating status to clients clearly.
Client CommunicationReady-to-use explanations and materials that help advisors have better conversations about alternatives.
Best PracticesPractical guidance, drawn from decades of due diligence, on how to build, run, and strengthen an alternatives practice.
SummariesVideosTools & templatesReference guides
80+Plain-language summaries
25+Walkthrough videos
38Tools across seven categories
Built for the whole firm

The same knowledge base, for advisors, teams, and clients.

AdvisorsExplainers and reference material that build fluency fast, so every advisor can speak to alternatives with confidence.
TeamsShared standards and training material that make onboarding faster and keep the whole firm consistent.
ClientsClear, ready-to-use explanations that make client conversations easier and build understanding.
Always current

Maintained for you, so it never goes stale.

Atlas is delivered as a living subscription. Content is refreshed and expanded on an ongoing basis as the alternatives landscape moves, so your firm always works from material that stays current without anyone having to chase the changes.

Refreshed regularlyExisting content is kept accurate as the landscape moves.
Always expandingNew topics, tools, and materials added over time.
One source of truthUpdates reach everyone at once, so the whole firm stays in sync.
Why firms use it

Consistency, leverage, and materials you can actually reuse.

One voice across the firmEveryone works from the same vetted material, so the firm speaks about alternatives consistently.
Leverage, not busyworkBuild once and reuse everywhere. Stop rebuilding the same explanations and documents from scratch.
Always currentA maintained library with ongoing refreshes and additions, so nothing quietly goes out of date.
Faster onboardingNew advisors and team members get up to speed on alternatives quickly, from a single trusted source.
Better client conversationsClear, reusable materials help advisors explain alternatives and build client understanding.
Institutional groundingBuilt on Buttonwood's 22+ years of research, not scraped from the open web.
Where Atlas fits

The Implement stage of one connected program.

Once an opportunity has been sourced in ALTSeek Search and evaluated with ALTSeek Ratings, Atlas is what helps your firm put it into practice consistently, explaining it, documenting it, and communicating it the same way every time. It turns individual decisions into a repeatable, firm-wide capability.

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What's included at each level

Three levels of Atlas. Pick the one that fits your firm.

Every level includes everything below it. Open a level to see its full contents by category, with the items that are new at that level marked in gold.

Select a level to open its full contents
Education and reference 2
  • Educational Summaries Library (80+)
  • Alternative Investments FAQ Guide
Due diligence and monitoring 1
  • Full Due Diligence Reports
Start free
Education and reference 5
  • Educational Summaries Library (80+)
  • Alternative Investments FAQ Guide
  • Educational Video Library (25+)
  • Alternatives Glossary
  • Alternative Investments: An Investor's Guide
Due diligence and monitoring 3
  • Full Due Diligence Reports
  • Subscription Document Checklist
  • Red Flag Library
Compliance and governance 4
  • Compliance Calendar
  • Risk Register
  • Accredited Investor Verification Checklist
  • Alternative Investment State Requirements Map
Portfolio and allocation tools 5
  • Alternative Investment Allocation Framework
  • Commitment Pacing Calculator (12-quarter horizon)
  • Alternative Investment Correlation Calculator
  • Alternative Investment Concentration Limits Worksheet
  • K-1 Tracker
Client and suitability 2
  • Client Report Builder
  • Alternative Investments Risk Disclosure Template
New at this level (16)
Subscribe to Explorer
Education and reference 5
  • Educational Summaries Library (80+)
  • Alternative Investments FAQ Guide
  • Educational Video Library (25+)
  • Alternatives Glossary
  • Alternative Investments: An Investor's Guide
Due diligence and monitoring 8
  • Full Due Diligence Reports
  • Subscription Document Checklist
  • Red Flag Library
  • Due Diligence Questionnaire Catalog (11 asset classes)
  • Fee Analyzer
  • Sponsor Monitoring Workbook (5-tab event and review system)
  • Alternative Investment Manager Monitoring Report
  • Comprehensive Alternative Investment Monitoring Protocols
Compliance and governance 9
  • Compliance Calendar
  • Risk Register
  • Accredited Investor Verification Checklist
  • Alternative Investment State Requirements Map
  • Exam-Ready Alternatives File Builder
  • Alternative Investment Marketing Compliance Checklist
  • Investment Committee Charter and Procedures
  • Best Practices Implementation Guide for Alternative Investments
  • Best Practices Implementation Checklist for Alternative Investments
Portfolio and allocation tools 6
  • Alternative Investment Allocation Framework
  • Commitment Pacing Calculator (12-quarter horizon)
  • Alternative Investment Correlation Calculator
  • Alternative Investment Concentration Limits Worksheet
  • K-1 Tracker
  • Alternative Investment Position Sizing Calculator
Client and suitability 5
  • Client Report Builder
  • Alternative Investments Risk Disclosure Template
  • Suitability Workflow Tool (6-step wizard)
  • Alternative Investment Suitability Assessment
  • Capital Call and Adverse Result Communication Templates (17 templates, 5 categories)
New at this level (14)
Subscribe to Navigator

Atlas Explorer and Atlas Navigator are priced per user. Annual billing gives you two months free. Contents are updated as new tools and summaries are added to the library.

Get started

Build once. Use everywhere.

Atlas gives your firm one maintained, reusable library for everything it needs to explain, document, and communicate about alternatives.

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