Private wealth · alternatives
Hutch Financial gives advisors and their client households one place to underwrite, monitor and project alternative investments — with AI doing the reading, summarizing and modeling in between quarterly updates.
Operating companies, equity, debt funds and real estate in one household view — commitments, calls, distributions, IRR and multiple.
Summarize sponsor updates, rate health green/yellow/red and project forward returns against the original underwriting.
Every position gets a written thesis: why now, value drivers, key risks and exit — then measured against reality each quarter.
Rates, terms, payments and amortization schedules so the balance sheet and payoff timeline are always current.
A printable personal financial statement combining alternatives, other assets and liabilities into an estimated net worth.
Investor portal links and credentials stored encrypted and visible only to your advisor team.
Codify each household's criteria, then score every new deal against it with an AI diligence memo.
Generate alternatives-aware planning ideas — depreciation, K-1 timing, QSBS, charitable — and export them.
Themed idea lists per household so the plan is a living document, not a once-a-year review.