A dedicated desk inside a living network of family offices, funds, and operators. Keep your brand. Work live mandates.
The bankers on live mandates. Open a card for the short bio.
One path. Note, conversation, NDA, licenses if you need them, then the platform.
Firm, licenses, focus, why 361. A real inbox — not a dead form.
We map the door: independent banker, BD partner, or analyst bench.
Required for banker access. You sign; we countersign.
Already a RR? Collaborate now. Not licensed? We can sponsor Series 7 and 63.
Access link, password, 361 Search — your deals and matches only.
Onboard your mandates or pick up 361 inventory. Match, introduce, brief.
The desk reads every note. The form stays closed until you want it.