The $22 trillion opportunity no one is talking about:
infrastructure for alternative assets.
?? Alternatives are booming.?? Private markets are booming.
But the biggest opportunity isn't to invest in them...
It's to build the tech platforms and infrastructure to SCALE them.
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In the last 25 years, alternative assets exploded from $1 trillion to $22 trillion.
This growth happened despite outdated systems—slow settlements, paper-based processes, and poor data.
Now digital transformation is underway.
That's why VC’s at OMERS Ventures and F-Prime Capital are so bullish on alternative asset infrastructure. Laura Lenz, Ryan Zauk and Dave Wechsler just wrote a terrific piece I've linked to in the comments. David Jegen and Abdul Abdirahman wrote one last year too (also below).
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Alternative assets like private equity, credit and real estate are skyrocketing in value, but the infrastructure?supporting them is decades behind. Manual processes, opaque data, and limited oversight still dominate.
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Startups are building platforms to bring "public equity-like behavior" to alternative assets, with transparent data, open marketplaces, and faster settlement times.
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Regulatory scrutiny is ramping up, transaction volumes are surging, and a new wave of tech-driven entrepreneurs is emerging (see the image below, courtesy of OMERS).
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Perhaps most importantly - the biggest asset managers in the world want to bring more wealth in. Democratizing access to alts through better tech infrastructure is how they can do it.
The race is on to modernize the infrastructure that powers the next $22 trillion.
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There are so many exciting startups in this space, which runs from AI thru practical applications of blockchain through cloud and data management and more. Firms like 73 Strings, obsiido, Hebbia, Baton Systems, ENTRILIA, CAIS and so many others, solving big-money problems.
If you want the best weekly insights in this space, follow and subscribe to Michael Sidgmore and Alt Goes Mainstream (he has a podcast and newsletter).
Patrick O'Meara is another great (and deeply innovative) leader to follow.
And follow me for more insights on the future of financial infrastructure.
