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Sonali Basak in the Bridge by iCapital

Introducing
The Bridge by iCapital

The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, each episode connects investing intelligence with the decisions and strategies shaping the markets.

Wealth Managers
Asset Managers

Serving Financial Professionals Wherever They Choose to Practice

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Learn

Education
Product Training & Compliance
Research & Due Diligence

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Invest

Portfolio Analytics & Construction Tool
Investment Marketplaces
Transaction Processing

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Manage

Lifecycle Management
Client Reporting

Available on iCapital OS

Testimonials¹

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“iCapital has been exceptional in who you have brought into the fold for us to present into client portfolios but now as entrepreneur in the independent world with a rapidly growing platform, the technology is absolutely vital to what we’re doing.”

Haig Ariyan

CEO

“iCapital provides the platform we use to offer a full spectrum of alternative income strategies and allowing us to stay ahead of the game and attract new clients and retain existing ones.”

Li Ma

Chief Executive Officer and Fiduciary Investment Advisor
Annova Advisors

Everything You Need to Grow Your Alternatives Business

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Learn

Education
Portfolio & Data Analytics
Origination & Diligence

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Invest

Investment Structuring
Fund Marketing & Distribution
Investor Onboarding
Investment Execution

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Manage

Sales Reporting
Transaction Processing
Third Party Integrations
Fund & Client Reporting
Investor Management

Available on iCapital OS

Testimonials¹

“Blackstone’s partnership with iCapital creates a more seamless experience. Our clients get improved and expanded access to an expanded range of alternative investment strategies and we’re able to serve a broader range of private wealth investors.”

Sheila Rapple

Senior Managing Director, Private Wealth Solutions
Blackstone

“We’ve almost doubled the size of our fund, and it’s primarily because of our move into Fintech, allowing us to be able to access the individual investor.”

Lynly Packer

Executive Director, Alternatives Client Advisory, Private Wealth Alternatives
J.P. Morgan

1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.

Key Metrics

1.2

Active Global Assets on Platform²
$61B International³

2532

Funds Supported

131

Financial Professional Users

1,272

Fund Managers, Issuers, Insurance Carriers

As of 4/30/2026

Thought Leadership

Investment & Market Strategy Private Equity

Chasing Outliers: Venture Capital in the AI Era

Just 3% of venture capital deals account for nearly half of the industry’s total returns.(1) That fact alone should change how advisors view the asset class. It reflects a power-law distribution, where a small number of investments drive an outsized share of results. Demand for venture exposure remains high, especially as AI-related investing attracts more capital. But in venture, how advisors allocate matters more than whether they allocate at all. Fund size, stage focus, ownership economics, and manager selection all help determine whether a portfolio captures a few exceptional winners or simply spreads exposure across average outcomes.

Key takeaways: Set client expectations appropriately: Venture capital is front-loaded in risk and back-loaded in returns, and value creation is concentrated in a small number of later-stage exits. Tilt toward…

May 29, 2026

Investment & Market Strategy Private Equity

Chasing Outliers: Venture Capital in the AI Era

May 29, 2026

Key takeaways: Set client expectations appropriately: Venture capital is front-loaded in risk and back-loaded in returns, and value creation is concentrated in a small number of later-stage exits. Tilt toward…

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Practice Management

A Disciplined Approach to Private Markets

Education, research, portfolio construction, and compliance in practice

May 27, 2026

Financial professionals are increasingly embracing private markets for good reason: they expand the investable universe, offer the potential for enhanced returns, and provide meaningful opportunities for differentiation in a competitive…

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Investment & Market Strategy Private Credit

Advisor Manual: How to Track “Problem Investments” Across Private Credit and Equity

May 26, 2026

Key Takeaways: Recent dislocation in private credit and among software borrowers has many advisors and investors asking about the private equity invested in these companies. Private credit and private equity…

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1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
2. Platform includes iCapital Marketplace and iCapital Structured Investments and Annuities Platform.
3. Total International Platform Assets reflect assets managed across underlying funds on the iCapital platform, whereby investors are classified as ‘Non-US Domestic’. As of 3/26/2026.

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