Confidential·Prepared for prospective partners·Professional Investors only
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Partner FAQs

The questions partners ask.

Straight answers to what wealth managers most want to know before working with EVIDENT — on the relationship, what your client owns, how assets are protected, how liquidity works, and the commercials.

The relationship

Who owns the client, who does what.

Who holds the client relationship?
Do you market to or solicit our clients directly?
What do we actually have to do operationally?

What the client owns

Ownership, protection, and what happens if things go wrong.

What does the client actually own?
How are client assets protected?
What happens if EVIDENT fails?
Can EVIDENT use, lend, or pledge client assets?

How deals work

Structuring, sourcing, and the platform.

How do you structure deals?
Where do the deals come from?
Do you co-invest?

Liquidity and exit

Getting out, not just getting in.

How does liquidity actually work?
Is this an exchange?
What liquidity horizon can we tell clients to expect?

Commercials and scope

Economics, minimums, and reach.

How do the economics work?
Are there minimums?
Which jurisdictions can you serve?
Who is eligible?

Didn’t find your question? Speak with our team — we are glad to go into any of this in detail.

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