Services
Build the operation. Or have us run it.
Two ways to work with USA Alts. Start with a fixed-scope build of your alternatives operation — then take the keys, or keep us on as your outsourced operations team.
The build · fixed scope, fixed fee
We map, build, document, and stabilize your operation.
A structured, hands-on engagement across six phases. You don't finish with a deck of recommendations — you finish with a working, integrated, documented operation your own staff can run. The same standardized framework extends to each asset class as a module.
Map
An evidenced picture of how alternatives move through your firm today.
Current-state process map & systems inventory
Diagnose
Find and rank where the process costs time, money, or risk.
Gap assessment scorecard
Redesign
Design the future-state operating model — process, roles, controls, tools.
Future-state operating model & RACI
Integrate
Build the redesigned operation inside your real systems.
Configured systems & template library
Document & train
Make the operation runnable by your own staff.
SOP library & role-based training
Stabilize
Support your first live deals and lock in the change.
Stabilization report & sign-off
Asset-class modules
Start where demand is highest and extend by module — add an asset class, not a rebuild.
- DSTs / 1031 exchanges
- Non-traded REITs
- Private equity funds
Two ways it ends
The six-phase build is the same for everyone. What differs is handover: take the keys and run the operation with your own team — or have us keep running it as your outsourced alternatives ops team.
Every engagement starts with a paid assessment.
A scoped run of Map and Diagnose — you walk away with a current-state map and a prioritized gap scorecard, and the evidence to scope the full build.