Robo-Advisor Emotomy Partners with Mercury Capital for Launch of AlphaOptimizer Platform

Today, B2B robo-advisor Emotomy and Mercury Capital Advisors, the globally recognized alternatives placement agent, announced that the Emotomy engine will power AlphaOptimizer as part of Mercury Capital’s suite of analytical tools offered on the iFunds Private Wealth Advisor platform.

Emotomy, a top online investment analytics, trade execution, risk management, and reporting platform for RIAs, brokerage houses and banks, is already providing customized portfolio management for more than 4,000 client accounts in the U.S. and Europe. The company has experienced more than 100% growth in the last 12 months.

AlphaOptimizer allows Mercury’s clients — registered investment advisors, endowments, family offices, foundations and other sophisticated investment entities — to monitor, manage, and analyze investment choices in the context of their portfolios, using Emotomy’s visually intuitive and tool-rich investment management engine.

Michael Ricciardi, Managing Partner of Mercury, said that making the AlphaOptimizer available to clients will allow them to see the empirical impact of adding specific alternative investment strategies to their investment portfolio in quantitative, user-friendly detail. Mercury is a seasoned team of finance professionals entrusted with representing hedge funds, private equity, real estate, venture capital, credit, distressed and infrastructure funds, and it has been engaged on more than 100 mandates representing in excess of $150 billion in capital commitments. Mercury launched AlphaOptimizer to facilitate quantifiable, comparative analyses of iFunds investment choices.

In contrast to many direct-to-consumer robo-advisors, Emotomy was created specifically for financial professionals who provide deep expertise and a “safe set of hands” overseeing client portfolios. According to Emotomy co-founder and CEO Patrick Beaudan, “Emotomy allows clients to analyze alternative investments that have traditionally been a ‘black box’ and will enhance transparency for investors. Emotomy offers tools previously only available to sophisticated financial institutions.”

Mercury Capital Advisors in Singapore - Closed Transactions

PANDA POWER ANNEX FUND

Focus on the development and active management of natural gas-fueled power generation assets in North America

$266,000,000

NAUTIC PARTNERS VIII

Oversubscribed

Control investments in North American lower-middle market niche businesses in manufacturing, healthcare, and business sectors.

$900,000,000

BKM INDUSTRIAL VALUE FUND I

Value-add investments in multi-tenant industrial business parks in the Western United States.

$105,000,000

ANCHOR EQUITY PARTNERS II,L.P.

Minority/majority investments in growth and consolidation opportunities in small to mid-sized businesses in the Republic of Korea

$850,000,000

TRUSTBRIDGE PARTNERS FUND V

Oversubscribed

Growth equity investments in greater China focusing on high-quality consumer, new economy, and healthcare businesses

$865,000,000

NAUTIC PARTNERS VII

Control investments in North American lower-middle market niche businesses in manufacturing, healthcare, and business service sectors.

$600,000,000

PANDA POWER FUND II

Focused on long-term capital appreciation through development, acquisition, and active management of power-generation assets, especially natural gas-fueled power plants

$630,000,000

FIVE POINT CAPITAL PARTNERS

Oversubscribed

Midstream Fund I  LP

Midstream Fund II LP

Private investments in North American midstream energy infrastructure.

$450,000,000

PROVIDENCE DEBT FUND III

Oversubscribed

Benefit Street Partners, LLC

Private debt opportunities in U.S. middle market companies focusing on high cash current yield, call protection, and equity-like upside.

$1,750,000,000

LIMETREE CAPITAL

Oversubscribed

China Car Parks Investment Fund I

Development, acquisition, and operation of parking facilities in urban China.

$339,000,000

GENNX360

Control investments in the industrial and business services sectors with focus on operational and value-build improvements.

$535,400,000

FIVE POINT AND GSO

The firms have purchased a 50% stake in Houston-based energy business TwinEagle Resources. Mercury Capital Advisors acted as financial advisor to Five Point and GSO.

$200,000,000

MADISON INT'L LIQUIDITY FUND V, LP

Oversubscribed

Partial ownership interests in Class A properties and portfolios through secondary market transactions.  New equity for recapitalizations, debt restructurings and monetizations.

$825,000,000

NORMANDY FUND III, L.P. AND CO-INVESTMENTS

Value-added real estate investments emphasizing office space in select U.S. markets, particularly New York, Washington, D.C. and Boston.

$350,000,000

APPIAN NATURAL RESOURCES FUND I

Oversubscribed

Control investments in small to medium-sized metals and mining assets emphasizing low cost-of-production assets and free cash flow

$375,000,000

FOREST CITY

Strategic Capital Partnership Fund

Investments in multifamily development projects in five U.S. gateway cities.

$400,000,000

FOREST CITY

Forest City Enterprises, Inc.

Joint venture to recapitalize and invest in a portfolio of U.S. regional retail malls.

$2,100,000,000

SSG CAPITAL PARTNERS III

Oversubscribed

Special situations in distressed investments in the Asia-Pacific region including Greater China, India, and Southeast Asia

$915,000,000

GAW CAPITAL

Oversubscribed

Gateway Realestate Fund IV

Opportunistic investing in real estate opportunities predominantly in Asia-Pacific region with a focus on greater China

$1,025,000,000

ANCHOR EQUITY PARTNERS FUND I

Oversubscribed

Minority/majority investments in growth and consolidation opportunities in small to mid-sized businesses in the Republic of Korea

$500,000,000

ALPHA ASIA MACRO TRENDS FUND II

Oversubscribed

Pan-Asian real estate investments focused on leveraging macro trends in Asia.

$1,650,000,000

ACON EQUITY PARTNERS III

Middle market deep value investments in energy and related services, consumer, and demographic opportunities, primarily in the United States

$751,000,000

SSG CAPITAL PARTNERS II

Oversubscribed

Special situations in distressed investments in the Asia-Pacific region including Greater China, India, and Southeast Asia

$400,000,000

BAIN CAPITAL ASIA PARTNERS II

Oversubscribed

Targeted mandate in Japan for minority growth investments in China and India as well as buyout opportunities focusing on operating improvements in Japan.

$2,000,000,000

COLLER INTERNATIONAL PARTNERS VI

Oversubscribed

Targeted mandate in Japan and Latin America focusing on global investments in the secondary market.

$5,500,000,000

AMP CAPITAL IDF

Oversubscribed

Infrastructure debt investments in Europe, North America & Australia.

€500,000,000

JMI REALTY PARTNERS J.V SIGULAR GUFF

Joint venture investments in a high quality diversified portfolio of hospitality real estate assets in the Sunbelt and Western US

$300,000,000

DAG VENTURES

Oversubscribed

DAG Ventures IV

Accessing venture capital co- investments generated by Sequoia, Kleiner Perkins, Accel, and Benchmark.

$510,000,000

TSING – CHINA ENVIRONMENTAL FUND IV

Investments in high growth companies working to sustain, restore and improve the global environment.

$246,000,000

CHINA INFRASTRUCTURE PARTNERS

Control or significant minority investments in growth stage, infrastructure-related companies jointly managed by Temasek and Bank of China.

$425,000,000

ALTUS CAPITAL PARTNERS II

Oversubscribed

Lower middle market U.S. buyout fund emphasizing investments in engineering oriented manufacturing companies.

$200,000,000

THEMES INVESTMENT PARTNERS II

Equity and equity-related investments primarily in companies headquartered or having significant operations in China

$200,000,000

MADISON INT'L LIQUIDITY FUND IV

Diversified portfolio of secondary ownership interests in high-quality U.S. and Western European commercial real estate assets.

$510,000,000

VORNADO CAPITAL PARTNERS

Opportunistic commercial and retail real estate investments focusing on New York and Washington, D.C.

$800,000,000

AVISTA CAPITAL PARTNERS II

Private controlling investments in growth-oriented energy, healthcare, media, consumer, and industrial companies

$1,800,000,000

AVISTA CAPITAL PARTNERS II

U.S. buyout fund focusing on energy, healthcare and media.

$1,800,000,000

CASTLE HARLAN PARTNERS V

U.S. buyout fund emphasizing industrial and consumer products, restaurants, energy and chemicals.

~$800,000,000

BLACK RIVER CAPITAL PARTNERS FUNDS

Advisory mandate for independent and independent subsidiary of Cargill focused on four natural resource-focused funds

$200,000,000 per fund

Mercury Capital Advisors - Alan Pardee quoted in Private Funds Management

Competition for capital remains fierce, with potential LPs more rigorous in their due diligence and more cautious than they have been in years. A sterling track record, a stable team and a differentiated strategy are now merely the price of admittance in the hunt for capital.

Snagging LPs and raising funds is more difficult than ever. “We had a market embracing risk in ‘13 and ‘14,” says Alan Pardee of Mercury Capital Advisors. “So if three guys left a big firm and talked about their record in a sector that made sense, those funds were getting raised, but that’s harder today.”