Serving Investors and Sponsors
As the Managing Broker-Dealer, S2K's in-house Servicing affiliate provides ongoing support for Sponsors and Investors from the offering's inception through its final payout.
Sponsor & Offering Services

Administration. Operations.
- Investor relations
- Management & negotiation of contract terms with vendors and transfer agents
- Information Technology
- Vendor and transfer agent performance management
- Transfer agent on-boarding
- Not-in-good-order reconciliation

Due Diligence
- Analysis of trends in alternative investments
- Competitive analysis
- Compilation and analysis of industry data
- Examination of trends in product structure
- Management of 3rd-party due diligence experts
- Product performance analysis
- Provision of support to distribution partners in conducting due diligence

Marketing
- Budget management
- Copy writing
- Design services
- Digital marketing
- Event planning
- Forms creation and design
- Fulfillment management
- Project management
- Public relations
- Strategic planning
- Website support
Administration. Due Diligence. Marketing.
S2K Servicing is a full-service platform created to support the growing demands of asset managers. An experienced team of industry professionals understands our clients needs by asking the right questions and creating forward thinking solutions.
We provide our partners with support for a wide range of services including, operations, marketing, events, public relations, due diligence as well as technological support. Our collaborative process provides enhanced business structure that may result in reduced business risk, more opportunities for growth and improved performance.
"We're in the deal from start to finish ... monitoring, updating, and sticking with you through the final payout."
Administration. Due Diligence. Marketing.
S2K Servicing is a full-service platform created to support the growing demands of asset managers. An experienced team of industry professionals understands our clients needs by asking the right questions and creating forward thinking solutions.
We provide our partners with support for a wide range of services including, operations, marketing, events, public relations, due diligence as well as technological support. Our collaborative process provides enhanced business structure that may result in reduced business risk, more opportunities for growth and improved performance.
"We're in the deal from start to finish ... monitoring, updating, and sticking with you through the final payout."

Administration. Operations.
- Investor relations
- Management & negotiation of contract terms with vendors and transfer agents
- Information Technology
- Vendor and transfer agent performance management
- Transfer agent on-boarding
- Not-in-good-order reconciliation

Due Diligence
- Analysis of trends in alternative investments
- Competitive analysis
- Compilation and analysis of industry data
- Examination of trends in product structure
- Management of 3rd-party due diligence experts
- Product performance analysis
- Provision of support to distribution partners in conducting due diligence

Marketing
- Budget management
- Copy writing
- Design services
- Digital marketing
- Event planning
- Forms creation and design
- Fulfillment management
- Project management
- Public relations
- Strategic planning
- Website support