# Monark ### **Boost Portfolio Returns** Alternative investments, being largely uncorrelated with public markets, offer a unique opportunity for portfolio diversification. Historical data reveals that incorporating alternatives into a traditional 60% / 40% equity / bond allocation could have enhanced annualized returns. Unlock the new 50 % / 30% / 20% equity / bond / alternatives portfolio for your customers. ### **Democratize Access to Alternative Investments** Despite their significance, alternative investments remain underutilized by individual investors. Monark is committed to bridging this gap, democratizing access to alternative investments for a broader spectrum of investors by enabling traditional brokerage platforms to offer users access to private investments directly through their native platforms. ## Monark Capital Markets Services ### **Simplified Investment Operations** The infrastructure required to support alternative investments can be complex and costly. Monark handles the regulatory complexity behind supporting private investments, including enabling trading on the secondary market. ### **Broadened Investment Offerings** Monark provides access to top tier alternative investments, with any number of curated offerings to best meet your customers needs. ### **Regulatory Compliance** We navigate the complexities of offering alternative investments, including KYC/AML, accreditation verification, and compliance with regulatory considerations associated with offering investors alternative assets. ### **Legal Structuring** Legal fees can be expensive and time-consuming. Monark handles this, managing fund formation and operation. ### **Due Diligence and Relationships** Establishing and maintaining relationships with managers and other third parties can be challenging. Monark conducts comprehensive diligence processes and manages third-party relationships, saving you time and resources. ## Our APIs ### Marketplace Our Marketplace features a selection of premier alternative investments, all easily accesable to Monark, as Monark interfaces with GPs as an institutional LP. ### Regulatory Compliance Monark supports swift verification of your users' KYC and accreditation status if required, ensuring compliance with the Bank Secrecy Act and other applicable regulations. ### Documentation Monark provides subscription documents, disclosures, offering circulars, and all other requisite documentation via API. ### **Order Management** This feature simplifies the investment and trading process with a click-to-consent mechanism for signing subscription agreements, eliminating the traditional, cumbersome e-signature experience. Monark's API stack enables seamless primary order placement and secondary market trading across a variety of investment opportunities and asset classes. ### **Reporting** Our platform provides streamlined reporting for customer portfolios, position data, transactions, and our ATS provides a streamlined data feed to CAT, CAIS, ORF and TRACE FINRA reporting facilities. ## Founding Monark Markets, Inc was founded in January of 2023. Monark acquired LEX Markets' software and legal assets in May of 2023, and has since raised $3.6M in venture funding. Monark operates an Alternative Trading System ("ATS") via our wholly owned FINRA member broker-dealer, MMM Securities LLC. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://monark-markets.gitbook.io/monark/monark.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.