Capital Markets IQ

Capital Markets IQ operates an invite-only platform that connects institutional allocators — including family offices, pensions, and endowments — with alternative investment managers. Its primary format is curated roundtable events, typically held in New York, where small groups of investors meet pre-screened fund managers. Revenue is generated through participation fees and sponsorship rather than placement fees or carried interest on capital raised.

The platform spans private equity, hedge funds, and real assets, with a generalist approach across alternatives. Its events typically feature two to three managers per session, selected for relevance to the attending allocator cohort. There is no publicly available breakdown of coverage by sub-strategy.

Manager selection is conducted through an internal screening process that evaluates fit for the firm's allocator network. The platform uses a qualitative, relationship-driven vetting model rather than quantitative database screening. Managers are typically emerging or growth-stage firms seeking institutional capital, though the firm has not published formal selection criteria.

The firm's disclosed revenue model relies on attendance fees and event sponsorship, not traditional placement-agent compensation tied to capital raised. This structural choice reduces conflicts of interest compared to commission-based intermediaries. However, the firm has not publicly detailed its full compensation structure in auditable form.

No parent entity, media group, or financial institution affiliation is publicly disclosed. The firm appears to operate independently, with no known ownership ties to a bank, exchange group, or investment manager.