Program
Concierge Services
- $850M+
$850M+
Deployed Through Concierge
- 120+
120+
Active Concierge Clients
- 1:12
1:12
Advisor to Client Ratio
Concierge Services: White-Glove Venture Access Built Around Your Goals
For investors allocating meaningful capital to venture, this service offers curated deal flow, institutional-grade diligence, and a single trusted relationship for sourcing, evaluating, and executing investments.
Concierge Services
Concierge Services provide white-glove support for serious venture investors who want a more curated, targeted and guided venture experience. From venture planning tools to personalized syndicate deal flow to custom portfolio construction options, our team listens carefully and provides thoughtful options to meet priorities and goals. This is a hands-on partnership, not self-serve investing.
Key Elements
- Home
Exclusive Deal Flow
Access AV-sponsored rounds alongside leading global VC firms. - Home
Targeted Opportunities
10–15 curated deals per year tailored to your sector, stage, or exposure strategy. - Home
Managed Process
One relationship, full coordination, and a clear decision window backed by institutional rigor.
A Thoughtful First Step
- HomeMonthly exposure to 1 deal with a 1–2 week decision window.
- HomeOptional progression to a deeper, fully curated relationship.
How Concierge Services Works
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Discovery & Strategy
Your advisor learns your goals, risk profile, and preferences to create a personalized investment strategy and sourcing plan. - Home
Curated Sourcing
Receive monthly 1-2 week decision windows on hand-selected opportunities with full diligence materials and advisor recommendations. - Home
Deeper Diligence
Access to founder calls, reference checks, competitive analysis, and optional progression to deeper, fully transparent relationships. - Home
Ongoing Partnership
Continuous portfolio monitoring, quarterly reviews, follow-on coordination, and strategic adjustments as your goals evolve.
In my opinion AV/Bascom are the best kept secret for founders and are an incredible value add group. The community and its aptitude to drive momentum is amazing.
I had a large nest egg in my retirement account. Blue Ivy was the perfect investment vehicle to do something new, alternative, and to further diversify my personal portfolio. I also appreciate the secure online investor portal that provides me with interesting details and news on the companies which I’m invested in.
As an individual investor, adding venture capital investments to my portfolio seemed out of reach. When I learned about Alumni Ventures, it appeared to be the perfect way to get this exposure.
In my opinion AV/Bascom are the best kept secret for founders and are an incredible value add group. The community and its aptitude to drive momentum is amazing.
I had a large nest egg in my retirement account. Blue Ivy was the perfect investment vehicle to do something new, alternative, and to further diversify my personal portfolio. I also appreciate the secure online investor portal that provides me with interesting details and news on the companies which I’m invested in.
See testimonial policy below.
Investment Requirements
Concierge Services is designed for sophisticated investors making meaningful venture allocations
$1M+
Annual Commitment
$50K-250K
Per Deal Investment
3+ Years
Recommended Horizon
Frequently Asked Questions
FAQ
Concierge Services is ideal for high-net-worth individuals, family offices, and sophisticated investors who want to allocate $1M+ annually to venture capital but prefer a curated, hands-on approach over self-directed investing. Our typical clients are executives, successful entrepreneurs, or professional investors seeking institutional-quality deal flow with personalized guidance.
You’ll be paired with a dedicated advisor who maintains a maximum 1:12 client ratio. Your advisor will conduct an initial deep-dive strategy session, then provide monthly deal presentations, coordinate due diligence, facilitate founder meetings, and conduct quarterly portfolio reviews. You’ll have direct communication via phone, email, and scheduled calls.
You’ll receive 10-12 highly curated opportunities per year, typically Series A-B stage companies that align with your sector preferences and investment thesis. These are sourced from top-tier VC relationships and include companies that may not be broadly syndicated. Each opportunity comes with comprehensive diligence materials and your advisor’s recommendation.
We recommend a minimum 3-year engagement to see meaningful venture results. Concierge clients commit to $1M+ annual investment across opportunities and receive up to 35% management fee reduction on all AV investments. There’s a concierge service fee that covers your dedicated advisor relationship, which is detailed during the qualification process.
Concierge Services provides institutional-quality sourcing, diligence, and deal access at a fraction of the cost of hiring a full-time analyst. You benefit from AV’s entire platform, network, and track record while receiving personalized attention. Your advisor brings 10+ years of venture experience and access to deals that would be difficult to source independently.
Absolutely! Concierge Services complements your broader AV relationship. You maintain access to all AV funds and syndicates, with your advisor helping you strategically balance your overall venture allocation. Many clients use Concierge for highly selective co-investments while maintaining core fund exposure for diversification.
Ready for White-Glove Venture Access?
Begin the process to explore how Concierge Services can elevate your venture portfolio.