For Trustees

Launch CITs with alternatives in weeks, not quarters

One platform for alternatives onboarding, liquidity, RFIs, and audit-ready oversight, so trustees can operationalize alternatives CITs with trusted third-party defensibility.

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Bring private markets to the 401(k), defensibly

Awaken helps trustees operationalize alternatives CITs with one shared source of truth.

01

Faster alternatives onboarding

  • Launch 401(k)-eligible CITs in weeks, not quarters
  • Built-in GP collaboration and easy-to-follow workflows
  • Advanced liquidity modeling on a shared source of truth
02

Reusable CIT operating model

  • One operating base across sub-advisers, strategies, and products
  • Standardized liquidity review, document intake, and coordination
  • A scalable infrastructure layer for alternatives in DC
03

Third-party defensibility

  • A centralized, independent system of record
  • Timestamps, actions, comments, and approvals captured automatically
  • Readiness for prudence, regulatory, and operational reviews

One platform to clear, scale, and monitor CITs

Streamline legal review, reach retirement distribution, and safeguard multi-decade investment vehicles.

Regulated Investment Company (RIC)
Collective Investment Trust (CIT)
Managed Accounts (MA)

Clear

Stand up 401(k)-eligible vehicles in weeks, with legal review streamlined into clear, repeatable workflows

Trustees

Mark Brown

Recordkeepers

Scale

Collaborate with recordkeepers, TDF providers, and advisers across the United States on one shared platform

DOL

DOL

Alerts

2
IRS

IRS

Alerts

SEC

SEC

Alerts

Monitor

Stay audit-ready with a continuous, independent record aligned to DOL, IRS, and SEC requirements

Built for the way trustees actually work

Awaken addresses the highest-friction parts of launching CITs with alternative strategies.

Collaborating with partners

Connect

One permissioned workspace for trustee, asset manager, and counsel. Ownership, version history, and open items tracked automatically. Create secure datarooms to collaborate with partners and execute documentation.

Fielding RFIs

Diligence Agent

Awaken AI drafts RFI responses and organizes GP submissions against approved documents already in the platform, each traceable to its source, then routes them to the right owner for review.

Modeling liquidity

Liquidity Studio

Model liquidity across single and multi-strategy CITs under assumptions you set. Run deterministic and Monte Carlo scenarios, and save each to the record. No bespoke spreadsheets required for each new product design.

Staying audit-ready

Sentinel Agent

A continuous, independent record of every platform action. History, comments, status changes, and approvals preserved in one system of record, ready for prudence challenges.