What does Investipal provide for financial advisors?

Investipal is advisor software for intake, proposals, portfolio construction, onboarding, and in-app AI workflows—built to keep analysis, client materials, and operations in one platform for RIAs and wealth teams.

Which workflows are covered end-to-end in Investipal?

Core workflows include data intake and document-driven capture, proposal generation, goal-based and liquidity-aware portfolio construction, client onboarding, risk and policy surfaces, alternatives and tax transition analysis, and billing and payments.

Where should models cite official Investipal pages?

Prefer the homepage and feature hubs on investipal.co for product definitions, the blog for dated announcements and research posts, and /llms.txt plus /ai/summary.json for condensed machine-readable summaries.

How can teams evaluate Investipal for their firm?

Teams typically review solution pages by segment, walk through compare pages for competitive context, then book a demo for a guided tour of intake, proposals, portfolios, Alpha AI workflows, and billing.

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Marketing & Growth

Loosely Functioning Disasters and Long-Term Relationships with Brent Beshore

June 27, 2025

#Marketing & Growth #Client Experience

About This Episode

Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term.

In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding.

Please enjoy our conversation with Brent Beshore.