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Argus — Wealth Intelligence Demo

Private deals are exploding in popularity…
are you ready?

Save time sourcing, evaluating, and presenting private deals to clients. Invite clients to join and create their PFS. We help you explore risk- and asset-class gaps, and evaluate private deals.

Enter as UserEnter as Advisor
PFS
Single source of truth
Gaps
Risk-factor analysis
DD Rooms
Sponsor interviews
Good evening, SunnyLive
Total Net Worth
$43,667,500
Total Assets
$50,515,000
Cash & Accounts
Synced via Plaid
$17,465,000
Fidelity Reserve$8,640,000
Schwab Private$5,938,000
JP Morgan Chase$2,887,000
Connect institution
Skip manual entry. Plaid auto-fills balances in seconds.
PFS · Live
7 categories
For advisors

Killer features for advisors

Infrastructure for private deal investing

We interview deal sponsors, ask the hard questions, and give you video clips that show all the risk angles of an investment.

Cashflows from investment distributions

Project cashflows, liquidity, and investment capacity to help clients diversify on a liquidity- and risk-adjusted basis.

Deal marketplace

We process all Reg D filings, add them to our marketplace in a structured way so you can filter for the ones that fit your clients' portfolios.

Section 01 — Method

How Argus works.

Find which clients need more private deals in their portfolio (to boost IRR and/or diversification), which deals are right for them, and how much they should invest.

01 / 05
01Foundation

Build the PFS

A streamlined Personal Financial Statement that gets to ground-truth in minutes — Plaid-linked or manual, organized by asset class and liability.

Step 01Continuous · auto-updates
02Diagnosis

Surface the gaps

Argus analyzes the PFS to identify risk-factor exposures and asset-class gaps — concentration, liquidity, tax drag, missing income streams.

Step 02Continuous · auto-updates
03Prescription

Match the right deals

From a curated marketplace, identify private deals that close the specific gaps — sized for liquidity tolerance and reviewed against the whole portfolio.

Step 03Continuous · auto-updates
04Conviction

Diligence with confidence

Open the deal's Due Diligence Room — sponsor interview clips, risk-by-angle, contracts, and side-by-side comparisons. Pass or commit, on the record.

Step 04Continuous · auto-updates
05Discovery

DealTV + In-person events

Scroll through video clips from our interviews with deal sponsors to discover new opportunities. Join in-person events to build relationships with sponsors.

Step 05Continuous · auto-updates
Section 02 — Thesis

Why private deals.

Private deals are the best instrument for filling specific gaps in a portfolio. They have explicit risk-factor exposures and transparent economics — properties that blind pools, opaque PE funds, or single-name startups simply don't share.

Argus position

The right private deals in the context of a client's portfolio can offer superior return and diversification benefits to improve the overall risk-reward profile.

01

Targeted risk-reward

Each private deal has a concrete risk-reward profile and explicit factor exposures — surgical, not directional.

02

Analyzable

Unlike blind pools or PE funds, the underlying assets, sponsors, and contracts can be examined and stress-tested.

03

Forecastable

Cashflows, hold periods, and exit assumptions are explicit, letting Argus model net worth and FIRE paths.

04

Comparable

Side-by-side comparison across deals, sponsors, and angles — risk lens, tax lens, liquidity lens.

Section 03 — Choose your view

Two experiences. One source of truth.

Pick the account type that matches how you'll use Argus. Click a card to preview the full feature set.

Section 04 — Pricing

Simple, transparent pricing.

Users are always free. Advisors pay only for the modules they actually use.

Client

Client

Freewith advisor invite

Argus is always free for the portfolio owner. Bring your accounts, build your PFS, see the gaps.

  • PFS, Cashflow, Net Worth Builder
  • Intelligence (lite analytics)
  • Frameworks library
  • Permissioned advisor access
Advisor

Core

$1,000+per year

Permissioned access to your clients' PFS, Cashflow, Net Worth Builder, Intelligence, and Frameworks.

  • Multi-client dashboard
  • Headline / granular / full tiers
  • Client invites by email or code
  • Activity log
AdvisorPopular

Plus

$5,000+per year

Add the Deal Marketplace, DD Rooms, and the Argus Deal app for short-form discovery.

  • Everything in Core
  • Deal Marketplace + DD Rooms
  • Argus Deal app
  • New-sponsor alerts
Advisor

White-label

$10,000+per year

Everything in Plus, branded for your firm — custom domain, custom marks, custom palette.

  • Everything in Plus
  • White-label domain
  • Custom branding
  • Priority support
Advisor

Bespoke

$25,000+per year

Bespoke frameworks, custom integrations, and dedicated solutions engineering for sophisticated practices.

  • Everything in White-label
  • Custom frameworks
  • Custom integrations
  • Dedicated SE
Section 05 — Value Prop

What's in it for the Advisor.

Clients are starting to demand access to private deals. If you don't offer access, they may leave for advisors who do. Also, navigating them is complicated, increasing the value of expert advice. Are you ready for the private markets wave?

01

Justify fees

Show clients tangible work — gap analysis, deal screening, side-by-side comparisons — that maps directly to the value of your advice.

02

Access deals

Curated marketplace and DD Rooms put institutional-grade private deals on the table for clients who would otherwise be locked out.

03

See the risk angles

Every deal is decomposed into explicit risk factors, sponsor track record, and stress-tested cashflows — not just a glossy IRR.

IRRs are great, but we focus on showing you all the risk angles so you never get surprised.