connect
Private Distribution.
Compliant. Controlled.
A Curated Network. Built on Trust.
ClairAlpha Connect is a private, invitation-only network where every firm is personally vetted and onboarded by ClairAlpha. Sponsors, master BDs, family offices, and advisors connect with intention, sharing opportunities with the right professionals for the right clients at the right time. No open listings. No noise. Just a trusted circle of aligned partners doing serious work.
For Sponsors & Broker-Dealers
List your offerings in a compliant, controlled environment.
- Pre-structured Reg D and Reg A workflow
- Access to vetted CPA and advisory firms
- Full control over terms, materials, and visibility
- Seamless integration with Flow for subscriptions
The Private Channel Option
Connect provides a branded private channel where only your deals are visible.
Branded Storefront
Branded storefront with your logo, domain, and identity.
Isolated Visibility
Isolated deal visibility for designated advisor and investor networks.
Independent Flow Access
Independent flow access without exposure to the broader network.
Controlled Advisor Access
Controlled advisor access, invite-only or vetted on your behalf.
For CPA & Independent Advisory Firms
Access private deal flow your clients can’t find elsewhere.
- Browse and filter by structure, minimum, and tax relevance
- Access full offering and disclosure materials in one place
- Refer clients directly into Flow with no separate system
- No investment advisory license required
Your Client Stays Yours
Every referral is delivered through a co-branded experience carrying your firm’s identity. ClairAlpha operates behind the scenes, ensuring the relationship, trust, and client ownership remain fully with you.
Compliance & Governance
Access to Connect is gated and curated. Every participant is vetted and contracted before joining the network.
Sponsor & BD Vetting
Sponsor & BD vetting for track record and disclosure compliance.
Advisory Firm Screening
Advisory firm screening for professional standing and client fit.
Offering & Disclosure Review
Each offering is reviewed for complete disclosures and regulatory alignment.
Contracted & Monitored Network
Ongoing monitoring to ensure consistent platform standards and network integrity.
Part of the ClairFi Family
ClairAlpha is the B2B infrastructure arm of ClairFi, the virtual family office platform for high-earning professionals.
