alternative investing opportunities platform mobile

Full Service
Solutions for Funds & Fund Managers

Mammoth Institutional Services is designed to help establish your private fund, onboard your investors, manage your cap table, facilitate tax and accounting services, and more. Mammoth’s Integrated Alternatives Platform️™ enables you to focus on your investors.

Leveraging the Following Top Tier Technologies

How it works

Mammoth Simplifies Your Private Fund Creation Process

Mammoth delivers a complete suite of private fund creation solutions from inception to funding to investor relations all on one Integrated Alternatives Platform️™.

investor portal information collection

1. Initial Consultation

A short, structured meeting with members of Mammoth’s team to focus on getting to know you, your company, and what you need.

investor portal fund preview

2. Proposal

Mammoth provides a service offering proposal based on your needs and how you plan to fundraise.

investor portal customization

3. Fund Onboarding and Launch

Mammoth works for you to get your fund ready to launch. Start up documents, filing deadlines, and platform development kick off with a clear window to begin fundraising.

investor portal surveys

4. Investor Onboarding

With your fund officially launched, fundraising begins and Mammoth provides full visibility as a fund manager. Escrow balance, KYC/CIP, Accredited Investor Verification (for relevant 506(c) funds), and more will all be visible to you as your fundraising period progresses. Your investors will enjoy a streamlined onboarding experience that simplifies private investing.

5. Ongoing Business

Mammoth covers your back office for the life of your fund, so you can focus on your deals.

Fund Pricing

Mammoth’s Fund Pricing Model

Our single-step solution provides comprehensive coverage for your back-office, legal, and regulatory services with best-in-class customer service and investor experience.


  • One-time doc stack consultation fee
  • One-time investor onboarding and reporting portal setup fee
  • Need help with distribution? Mammoth will assist for a percentage of the management fee on private funds raised by Mammoth Research.*
  • Annual digital services fee (ongoing investor relations support, cap table solution, fund admin ex. Accounting, etc)
Investor Onboarding

Proven Investor Onboarding, Built for Your Fund

Our experienced team provides a proven, seamless onboarding process for all investors. This allows for a simplified user experience with your fund from start to finish on an Integrated Alternatives Platform️™ .


Send Your Fund Specific URL
to Your Potential Investors


Investor Creates Dual-Factor Authenticated Account


Investor is Digitally Verified or Self Verifies


All Documents are Populated, Reviewed and Signed


Funds Move from Investor to Escrow Account


Funds Move from Escrow Account to Your Account


Get Your Private Fund Integrated Everywhere

Mammoth is continually working to deepen our integrations around the solutions that our members, funds, and advisory partners need.

DocuSign logo


Docusign supplies a suite of applications and integrations for automating and connecting the entire agreement process.



Plaid provides the safer way for people to connect financial accounts to an app.

orion logo


Orion provides a robust suite of wealthtech solutions that enable you to prospect, plan, invest, and achieve.