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Offering Memorandum Funds

OM funds provide eligible investors and advisors with the ability to diversify their investment portfolio into alternative assets through “private investments”. The distribution, access to and management of OM funds is complex and costly, preventing access to many investors and limiting the ability of OM fund managers to raise capital.

At NEO, we believe the OM funds market is set to experience substantial growth provided the experience of manufacturing them and investing into them is streamlined and efficient.

By bringing OM funds online with NEO Connect, advisors and eligible investors now have efficient and lower cost access to these unique investment products, while OM fund manufacturers can now raise capital from a broader range of investors in a more cost-efficient manner.

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Our experience with a variety of dealers and technology platforms makes for a seamless on-boarding process that will have a dealer and its advisors set up for transactions in no time, using existing equities trading systems that are already part of their workflow. Let’s get started.

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