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Your capital, working like an institutional endowment

Private Capital Allocation Intelligence is an AI-powered private market allocator built for high-net-worth investors. Diversified exposure across Private Equity, Credit, Infrastructure and Real Estate — with intelligent optimisation to keep your money deployed and working.

No commitment. Early members receive priority access.

$30T
Projected private markets AUM by early 2030s
87%
Of US companies with $100M+ revenue are privately owned
14.3%
Annualised private equity net return over 20 years (vs. 8.1% public equities)*
39%
Average private markets allocation held by endowment funds

The allocation gap is costing private investors returns

Endowments and institutional investors have allocated up to 39% of their portfolios to private markets — and consistently outperform. Private wealth investors, however, hold barely 10% in alternatives, largely due to access barriers: complex structures, high minimums, and the operational burden of managing multiple funds simultaneously.

privateCAI closes that gap. We handle the portfolio construction, manager selection, deployment pacing and rebalancing — so your capital is always fully engaged across the private economy.

Endowments 39% private markets
Institutional Investors 23% private markets
Typical HNW Investor ~10% alternatives

Source: Industry data. For illustrative purposes only.

Institutional-grade allocation, without the complexity

01

Profile & Risk Calibration

Tell us your investment horizon, income needs and risk tolerance. Our AI constructs a target private markets allocation — growth-oriented, income-focused, or balanced — tailored specifically to you.

02

Smart Deployment & Pacing

Capital is deployed strategically across asset classes and vintage years, preventing idle cash drag. Our engine continuously monitors deployment rates to keep your money working across market cycles.

03

Dynamic Rebalancing

As market conditions shift, allocations are adjusted to maintain your target risk-return profile. You get broad diversification with the flexibility institutional investors have long enjoyed — without the operational overhead.

Diversified across the full private economy

Private markets capital formation has outpaced global public equity issuance every year since 2016. privateCAI gives you access to all four pillars of this expanding asset class.

Private Equity

Buyouts, growth equity and venture. Hands-on ownership models with active value creation strategies that public markets structurally cannot replicate.

14.3% annualised net return (20-yr)*
🏦

Private Credit

Direct lending and bespoke financing solutions. Floating-rate exposure with strong downside protection and attractive spreads over public fixed income.

8.9% annualised return vs. 1.3% US bonds*
🏗️

Infrastructure

Energy grids, renewable power, data centres and digital infrastructure. Stable, inflation-linked cash flows with low correlation to public markets.

Stable, long-duration cash flows
🏢

Private Real Estate

Logistics, life sciences, residential and next-generation commercial. Active repositioning strategies to capture the real estate transformation underway.

Income generation & inflation protection

Better returns. Lower drawdowns. Same horizon.

Back-tested data shows that introducing a 20% private markets allocation to a traditional 60/40 portfolio improved annualised returns by 1 percentage point, increased total return by nearly 18%, and reduced maximum drawdowns.

Traditional Approach

60/40 Portfolio (Public Markets Only)

Annualised net return6.5%
10-year total return88.6%
Maximum drawdown-19.0%
Volatility (p.a.)9.6%
Equity beta0.64
With Private Markets Overlay

60/40 + 20% Private Markets Allocation

Annualised net return7.5%
10-year total return106.5%
Maximum drawdown-15.8%
Volatility (p.a.)8.7%
Equity beta0.58

*Past hypothetical back-tested performance is not indicative of future results. Shown for illustrative purposes only. 10-year period to December 2023. Performance calculated net of fees. See risk disclosures below.

Be first to access private markets the institutional way

Private Capital Allocation Intelligence is currently in private beta. Join the waitlist and get priority access when we launch — along with exclusive insights on private market allocation.

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