Simple process
How It Works
A straightforward four-step process for advisors to partner with CPM and bring select private markets to their clients.
Onboard
Getting started is simple. We verify your credentials, learn your practice, and get you fully set up with everything you need to hit the ground running. From day one, you have a dedicated point of contact in your corner — ready to support you whenever you need it.
Explore
Browse a curated selection of opportunities built around what your clients actually need. Every deal comes with the materials you need to evaluate and present with confidence — due diligence packages, sponsor background, and offering documents, all in one place.
Engage
When you're ready to present, we're already prepared. We provide client-ready presentation materials, marketing support, and other items you need — so you can promote opportunities confidently and guide clients from interest to close without doing the heavy lifting alone.
Monitor
Once a client is invested, we keep everything running smoothly in the background. Ongoing reporting, documentation, and operational support are all handled on our end — so you never lose momentum with your clients chasing paperwork.