Peter Svach

The Tools

The books give you the discipline. These put it to work.

01 · BEFORE YOU BUY

The Allocation Lab · Pro

Model an alternatives sleeve against a traditional portfolio. Objective presets, sliders for five asset classes, side-by-side return, volatility, Sharpe, and max drawdown — plus growth of $100,000 and how each mix rode past market events like 2008 and 2022. Built on illustrative asset-class history, with the honest caveats the fact sheets skip.

FREE · NO ACCOUNT NEEDED · UNLIMITED

Launch the Lab

02 · BEFORE A DOLLAR MOVES

The Ten Prompts Diligence Engine

Name a fund. The engine pulls the filings and quarterly commentary, runs the ten diligence progressions from the book, and returns a citation-anchored report — flags in red, a plain-English briefing for the client conversation, and a saved PDF. Private drawdown funds work too: upload the PPM and LPA.

FREE · RUNS ON CLAUDE · REGISTRATION REQUIRED

Launch the Engine How it works →

03 · AFTER IT ADDS UP

Portfolio Lens

Add two to five funds with their weights, and the engine writes the look-through: what the client actually owns by asset type and geography, how the funds move together — including shared borrowers and stacked exit doors — and where the gaps are. Four funds in, one verdict out: "here is what you actually own."

INSIDE THE ENGINE · SWITCH TO LENS MODE

Run a Lens How it works →

The Books

One discipline, two volumes. The methodology behind the machines.

New · July 2026

The Average Is Not the Offer

Due Diligence and Allocation Strategy for Modern Private Markets

A professional handbook for financial advisors and CIOs: private credit, private equity, real estate, infrastructure, secondaries, and hedge funds — how each vehicle works, where each one hides its risks, and how to build the allocation. Every chapter closes with ten AI-ready diligence prompts. The tools above run them live.

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Shortly After the Beginning, There Was Capital. That Capital Was Private.

A Narrative History — Private Markets Explained

Before Wall Street. Before Silicon Valley. A sweeping journey through 3,000 years of private capital — from Phoenician merchant ships to today's AI-powered platforms — and why understanding that history is an investor's greatest edge.

"A must read for those wanting to learn about alternative investments & private markets." — ★★★★★ AMAZON REVIEW

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About the Author

Peter Svach is a private markets professional with 27 years of experience connecting investors with opportunities across private equity, private credit, real assets, and infrastructure — raising more than $4.7B across wirehouse, independent broker-dealer, and RIA channels. He is the author of two books on private markets and the builder of the toolkit above. He lives in the Midwest with his wife and three children.

27 Years in Private Markets $4.7B+ Raised 2 Books · 3 Tools

The Reading List

What I'd bookmark if I followed private markets full time.

For what's happening right now: the ten essential publications and newsletters, the research desks at Blackstone, KKR, Apollo, and Hamilton Lane — plus my top ten podcasts, from Animal Spirits to Capital Allocators.

See the full reading list Top 10 podcasts

The tools are for financial professionals only — not for distribution to retail investors. All tool output is hypothetical, illustrative, and educational: it is not investment advice, not a recommendation, not a forecast, and not an offer or solicitation of any security. Reports are automated document analysis; verify all figures against source documents. Peter Svach is not a registered investment adviser.