From the moment a pitch email lands in your inbox to the rebalancing memo that lands in your morning brief — Alcott handles the operations so you can focus on decisions.
01
Portfolio intelligence hub
Full portfolio view with allocation donut, drift-from-target heatmap, holdings table with signal badges, and a stress test engine running historical scenarios against your actual positions.
Charts · Monitor · Stress
02
Goldman-style morning briefs
Every morning, a structured brief — macro conditions, portfolio signals, deal flow summary, and an intelligence feed seeded by your mandate. Reads like a memo from a senior analyst who actually knows your book.
Daily · Auto-generated
03
Portfolio monitoring pipeline
Macro watcher runs every 30 minutes. Drift detector flags bucket deviation. Rebalancing memos written by Morgan when thresholds are breached — specific to your positions, not generic market commentary.
Continuous · Threshold-triggered
04
Deal triage & routing
Every inbound deal is scored against your mandate — sector, stage, check size, exclusions. Hard no, soft pass, watchlist, or escalate. The team reads decks, writes analysis, and drafts correspondence before you open the email.
Inbound · AI pipeline
05
Mandate discovery
Eight questions on horizon, drawdown tolerance, income preference, and experience. The answers calibrate every system — from how deals are routed to how Morgan frames advice. One session, permanent effect.
8 steps · Calibrates everything
06
Contacts relationship graph
Every sender, every warm intro chain, every prior touchpoint — tracked and scored automatically. When a deal comes in, you see the relationship context instantly. Warm intros surface at the top of the review panel.
Network · Warmth scoring
07
Capital plan builder
Set your annual deployment target and bucket allocations with drag sliders. The monitoring system runs against these targets — flagging drift, adjusting deal routing when a sector is near capacity, and building your position preview.
Buckets · Target-tracked
08
Voice-matched correspondence
Nina drafts every response in your voice. Train the system with email samples during onboarding and it calibrates across tone, phrasing, and how much you say vs. imply. You approve and send in seconds.
Voice training · One-click send
09
Ask Alcott — CIO chat
Chat directly with Morgan and the team from anywhere in the app. "Is crypto overweight vs. mandate?" gets a precise answer with percentages, not a hedged overview. The team routes internally so the right specialist answers.
Always available · Domain-routed