Pilotship

What Pilotship does

PilotShip Partners LLC is a US-based capital introduction firm founded in early 2024 by Peter Tarrant and Christina Arsenault, both formerly of BTIG's Capital Raising team. The firm operates as a two-sided intermediary connecting alternative investment fund managers (private equity, venture capital, hedge funds, long-only, credit, real estate) with institutional allocators (family offices, endowments, foundations, fund of funds, RIAs, pensions, and consultants). Its network spans 2,200+ institutional investors directly, expanding to 3,500+ LPs when combined with affiliated partner Oakpoint Advisors, with 85% US-based relationships and active expansion into Europe.

The core product is a managed introduction service that curates allocator access based on mandate fit rather than generic outreach. Around this core, PilotShip packages adjacent services including manager vetting and due diligence, pitch material review, presentation coaching, roadshow and conference planning, CRM consulting, weekly e-newsletter placement (a brand asset built over a decade by Tarrant), meeting coordination, and market intelligence on allocator trends. The firm also offers manager sourcing on the allocator side, formalizing a revenue surface on what was previously only a network asset. There is no proprietary technology platform; service delivery is human-driven, supported by standard CRM and email tooling, and securities-related activities are routed through Oakpoint Solutions LLC, a FINRA/SIPC member broker-dealer.

PilotShip makes money through a transparent, flat-fee consulting engagement rather than the 2-3% placement-agent model common in the industry. The standard contract is 12 months with an optional month-to-month extension, positioning the firm as a boutique, cost-disadvantaged alternative to percentage-fee placement agents for fund managers who want to retain direct control of investor relationships. The firm is privately held with no disclosed outside funding, a 6-person team distributed across Rowayton (CT), Miami, Dallas, New York, and Switzerland, and global operating geographies spanning North America, Latin America, Asia Pacific, and Europe.

Name

Pilotship

Legal name

PilotShip Partners LLC

Website

https://pilotship.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

PilotShip Partners is a US-based capital introduction firm founded in 2024 that connects alternative fund managers (PE, VC, hedge funds, credit, real estate) with institutional allocators, charging flat-fee consulting fees across a 2,200+ investor network combined with Oakpoint Advisors.

Ownership category

akta.pro rank

Product category

Capital Introduction Services

NAICS

Investment Banking and Securities Intermediation (523150), Miscellaneous Intermediation (523910)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

akta.pro secondary industry

Private Capital Introducers (PE/VC/Private Credit) (FSAEAMAE)

Keywords

• Capital introduction services
• Alternative fund fundraising
• Institutional allocator matchmaking
• Fund manager marketing support
• Placement agent consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Capital Introduction Services: Fee-only transparent flat-fee consulting arrangement. Standard engagement runs for 12 months with optional month-to-month continuation after initial term. Not percentage-based or transaction-fee driven, allowing the firm to remain objective and aligned with both managers and allocators.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

PilotShip Partners provides capital introduction services that connect alternative fund managers with institutional investors and allocators. The firm facilitates targeted, relationship-driven introductions between fund managers seeking capital (across private equity, venture capital, hedge funds, long only, credit, and real estate strategies) and qualified allocators whose mandates match each fund's profile. Services are delivered on a transparent flat-fee consulting basis with a standard 12-month engagement term, distinguishing the firm from traditional percentage-based placement agents.

Product overview

PilotShip operates as a capital introduction platform connecting alternative fund managers with institutional investors. The core offering is Capital Introduction Services, supplemented by Targeted Introductions, Fund Marketing Support, and Manager Sourcing for Allocators. The platform leverages a network of 2,200+ institutional allocators and 3,500+ LPs through Oakpoint Advisors to deliver curated introductions, fund visibility via weekly e-newsletter placement, meeting coordination, and market intelligence. Services are delivered on a transparent flat-fee model with a standard 12-month engagement term.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Introduction Services Core service offering targeted, relationship-driven introductions between alternative fund managers and qualified institutional investors whose mandates align with the fund's strategy. Delivered on a flat-fee basis with 12-month standard engagement for PE, VC, hedge, long only, credit, and real estate managers.
• Manager Sourcing for Allocators

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Oakpoint Solutions, LLCcoreOthersSecurities offered through Oakpoint Solutions, LLC - Member FINRA and SIPC. This is the registered broker-dealer through which PilotShip Partners offers its services.
• Oakpoint AdvisorscoreStrategic or Co-development PartnerAffiliated partner led by Gerry Coughlin. Strategic partnership leverages an established institutional platform and seasoned capital team. Together they have an investor network of 3,500+ LPs, combining PilotShip's capital introduction expertise with Oakpoint's institutional platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Others

• Apex Group: Apex Group (which acquired Sanne Group, where PilotShip MD Hannah Jaeger previously worked) is a global financial services provider serving fund managers and institutional investors. While not a direct placement agent, it operates in the broader ecosystem that PilotShip's clients inhabit and could expand into capital introduction.

Direct peers

• TriArtisan Capital Advisors: TriArtisan Capital Advisors is an independent advisory and capital introduction firm with practices spanning M&A advisory and fund placement for alternative managers. It is comparable in targeting mid-market and emerging alternative managers seeking institutional capital.
• Eaton Partners: Eaton Partners is a leading global placement agent and fund advisory firm specializing in capital raising for alternative investment managers across private equity, credit, real assets, and hedge funds. It is the closest direct peer in terms of strategy focus, allocator coverage model, and target client base, though at materially larger scale.
• BTIG: BTIG's Capital Raising team (formerly led by PilotShip founder Peter Tarrant) is the direct predecessor business. BTIG continues to operate a capital introduction franchise that overlaps with PilotShip on allocator relationships, manager coverage, and the weekly newsletter-style engagement with institutional investors.
• Larch Lane: Larch Lane is a boutique placement agent focused on raising capital for alternative investment managers, particularly emerging and first-time funds. It is directly comparable as a smaller-scale, focused capital introduction and fundraising advisory firm serving similar client segments.
• Park Hill: Park Hill (owned by Blackstone) is one of the largest global placement agents raising capital for alternative asset managers across PE, real estate, credit, and infrastructure. It competes directly with PilotShip for the same manager mandates and allocator relationships, with a longer track record and larger team.

Broad incumbents

• PJT Partners: PJT Partners is a global advisory firm with a fund placement and capital raising practice focused on alternative asset managers. It is a broad incumbent competitor with the resources to bundle placement services alongside strategic advisory and restructuring capabilities.
• Houlihan Lokey: Houlihan Lokey operates a broad financial advisory platform with a dedicated fund placement practice raising capital for alternative managers. While much larger and broader in scope, its placement practice directly competes with PilotShip for institutional LP relationships and emerging manager mandates.
• Evercore: Evercore's Investment Banking business includes a fund placement practice serving alternative asset managers across private equity, real estate, and infrastructure. It is a broad incumbent competitor with deeper institutional relationships and balance sheet to support multi-year exclusive placement engagements.
• Stonepeak Partners: Stonepeak acquired Eaton Partners and operates it as a placement agent within a broader alternatives platform. It is comparable through its ownership of a placement agent competing for the same manager mandates and allocator relationships as PilotShip.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/pilotshiphq

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pilotship