Scaling Your Fund Efficiently with Modern Technology

Clear Street helps you scale efficiently with modern technology, tailored capital introduction and hands-on business consulting – all through a unified platform built for speed, transparency and scale.

Large brokers expect managers to be technologically self-sufficient. Clear Street doesn’t.

We provide a real-time, cloud-native platform with open architecture, instant updates, flexible APIs, automated workflows and consolidated reporting – so you spend less time reconciling data across fragmented systems and more time generating alpha.

• Real-time margin, exposure, P&L, reporting and financing in a single portal
• Multi-currency support and customizable dashboards
• Automated workflows and seamless integrations
• Extend across asset classes and vehicles without “rip and replace” infrastructure

Capital Introduction

Targeted Connections to the Right Allocators Raising capital is the top challenge for emerging managers — and Clear Street’s Capital Introduction team helps you navigate it with precision. Clear Street's Cap Intro team helps you:

• Articulate a compelling strategy story
• Identify allocators actively (and selectively) open to emerging managers
• Understand investor requirements, fundraising trends and economic term expectations
• Align your fund with allocators who value niche strategies, performance potential and advantageous terms

Business Consulting

Your Operating Partner From Launch Through Scale Emerging managers need more than just clearing and execution. They need a partner with deep operational, regulatory and technical expertise. Clear Street’s Business Consulting team helps with:

• Launch planning, budgeting and vendor selection
• Building lean but scalable infrastructure
• ODD readiness and operational best practices
• Integrations, workflows and process optimization
• Thought leadership, marketing and industry insights to support your strategy and growth

Download our report, "Scaling an Emerging Manager," published in partnership with Preqin, for your copy of Clear Street's 2026 Emerging Manager Checklist, a vital resource for assessing potential partners.

If you're ready to learn more and discuss how Clear Street can help you, please fill out the form here to request a meeting.