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The next generation of
investment managers starts here.

Launch an investment strategy, build your track record, manage real money.

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Good morning, Alex.

3 active strategies · 422 investors · +$62.4K today

AUM

$21.7M

7.4% past 30d

Net flows (30d)

+$1.34M

$1.87M in · $530K out

Investors

422

15 new this month

Earnings (YTD)

$90.6K

$13.4K this month

ASSETS UNDER MANAGEMENT

$21.7M Jun

$22.0M $20.0M $18.0M $16.0M JulAugSepOctNovDecJanFebMarAprMayJun

Trailing 12 months.

Strategy Snapshot

Where each strategy stands today.

LIVE
Atlas Global Tech 258 investors $13.5M +18.4% since inception
Summit Diversified 164 investors $8.2M +11.6% since inception
PAPER
Helix Healthcare Simulated +9.8% since inception

Recent activity

Every change you submit, and where it stands.

  • Rebalance executed Summit Diversified, Jul 19 Applied
  • Pitch updated Helix Healthcare, Jul 18 In review
  • Rebalance executed Atlas Global Tech, Jul 17 Applied
  • Draft saved Beacon Small Cap, Jul 14 Draft
See more
Illustrative sample data. Not an actual manager's account.
The problem

You have the skill. You're missing the support.

Managing money for others is locked behind a wall: licenses, seed capital, compliance, and the right connections. The alternative is a decade at someone else's firm, waiting your turn while AI slowly replaces your coworkers. Yet most funds underperform simple benchmarks, while talent like you never gets a shot.

$500K+
to launch a fund on your own
HedgeFundAlpha
12+ years
from analyst to portfolio manager
Wall Street Playbook
+16%
annual risk-adjusted returns when industry insiders pick stocks in their own field.
Journal of Financial Economics, 2019. Risk-adjusted.
How it works

From idea to real capital.

1
Launch a strategy

Pick your holdings, write your pitch, and publish. It runs on a simulated account: live in minutes, no license required.

2
Build your following

Investors discover your strategy through the marketplace and follow it as your record builds.

3
Take it live

When you're ready for real investors, your strategy goes live. You earn as the assets following you grow.

app.ovalmarketplace.com/create
Create-strategy demo
Why Oval

Everything a firm gave you.
A fraction of the cost.

Search strategies, managers, or themes
FEATURED STRATEGY
Carter Healthcare Select

The companies modernizing how care is delivered and paid for.

View Strategy Managed by Michael Carter
The Oval Incubator: Scout Emerging Talent
Watch rising managers build their records in real time.
Enter Incubator
For You
Strategies on the Oval platform
See all
MB
MANAGED BY
Marcus Bell
Core Semiconductors

The chipmakers and equipment suppliers powering modern computing.

Speculative TechnologyGrowth
Performance (YTD) +24.1%
Simulated, not a performance offer View strategy
DO
MANAGED BY
Dana Osei
Blue Harbor Dividend

Steady income from durable, cash-generative businesses.

Conservative DiversifiedIncome
Performance (YTD) +7.9%
Simulated, not a performance offer View strategy
DO
MANAGED BY
Daniel Okafor
Grid and Power

The operators and suppliers rebuilding the electric grid.

Moderate EnergyValue
Performance (YTD) +14.3%
Simulated, not a performance offer View strategy
Example, for illustration

Distribution built in.

Publish your strategy and investors take it from there: they discover it, follow it, and back it. Investors come from your skill, not your network.

Your back office, handled.

Brokerage, custody, trading, compliance. What used to take $500K+ and a dozen separate providers now runs in one place. Your only job is what you do best: investing.

Custodian Trading and execution KYC provider Compliance consultant Legal Performance reporting
All built in
Traditional firm
10-20%
Oval
up to 80%
Share of the fee you keep.

The split finally favors you.

Traditional firms keep most of what you generate: portfolio managers take home 10-20% of the profits they produce, and the analysts under them earn far less. On Oval, the split flips: you keep 100% of the fee on your first $1M, and 70-80% after that.

Start investing now.

Live now
Start in the incubator.

For anyone with a strategy to prove: a thesis, a sector you know deeply, a portfolio you've been running on your own. Launch it, run it simulated, and take it live when you're ready. Completely free.

Sign up
Coming
Ready for real money?

For managers ready to run real capital, whether you bring existing clients or start fresh. Opens in early 2027. Start now so you'll arrive with a track record and following already built.

Sign up
FAQ

Questions, answered.

Why build a track record?
Because it's how you get people to actually invest. A verified record turns "I think I'm good at this" into proof someone can see, which is what convinces your first backers to put real money behind you. You build it in the incubator now, so when real money opens in early 2027 you're ready with months of results and a following already built, while everyone else is starting from zero.
When does real money open?
Early 2027. Incubator managers with an established record get first access. Everything you build between now and then carries over: your strategies, your record, and your followers. We email early-access members as the date approaches.
What can I trade?
US-listed stocks and ETFs, including sector and thematic funds, with fractional shares. Strategies are long-only for now, so no options, margin, or short selling. Crypto is coming soon, and more asset types and trading styles will open over time.
What does it cost?
Nothing to start. Launching and running simulated strategies is free, with no fees, minimums, or capital required. When your strategy runs real money, investors pay a single management fee. You keep 100% of it on your first $1M under management, 70% beyond that, rising to 80% as your assets grow. Oval's share comes out of that fee, so you never write Oval a check.
Do I need a license?
No. You don't need a license to launch a strategy, and you won't need one to go live. Strategies today run on simulated accounts, so there's no client money and no advisory relationship. When real money opens, investor accounts are advised through Oval's regulated structure rather than by you individually. You author the strategy, and the licensing burden sits with Oval.
Who sets the fee?
You do, subject to review. You recommend the management-fee rate for your strategy, and most managers choose a simple annual percentage of assets. Oval reviews and adopts it before the strategy takes real money. Investors pay that one fee and nothing else. There are no performance fees.

Managing money used to need permission.

Now it just needs you.

Your first million is free
Nothing to start
Oval only earns when you do
Sign up