# Sunset West Advisors and Alternative Assets

> Morris Amiri of Sunset West Advisors tracks his startups, SPVs, funds and entities in Raziel and recommends it to clients who hold private investments.

URL: https://raziel.co/customers/sunset-west-advisors

Sunset West Advisors

# Alternative assets an advisor can stand behind

Morris Amiri of Sunset West Advisors manages his alternative assets in Raziel and recommends it to his clients.

[Get started free](https://app.raziel.co/sign-up) [All customer stories](https://raziel.co/customers)

[Image: Headshot of Morris Amiri]

**Morris Amiri**Sunset West Advisors   [Image: Sunset West Advisors]

> My clients own more private investments than ever, and most of them track them in spreadsheets. I use Raziel for my own alternative assets and I recommend it to every client who holds them.

[Image: Headshot of Morris Amiri] **Morris Amiri** Sunset West Advisors

## At a glance

**Type**

Advisory firm

**Segment**

Advisor

**Person**

Morris AmiriSunset West Advisors

**Website**

[sunsetwestadvisors.com (opens in a new tab)](https://www.sunsetwestadvisors.com/)

Features used

- [Portfolio dashboard](https://raziel.co/platform/portfolio-dashboard)
- [Workspaces & permissions](https://raziel.co/platform/workspaces-and-permissions)
- [Entities & vehicles](https://raziel.co/platform/entities)
- [Valuations & returns](https://raziel.co/platform/valuations-and-returns)

## The challenge

Advisors are asked about private holdings their usual systems were never designed to show: startup stakes, SPVs, fund commitments and holding entities.

## How they use Raziel

- ### His own alternative portfolio
  Startups, SPVs, funds and entities in one dashboard, with returns calculated from real cash flows.
  [Learn more: His own alternative portfolio](https://raziel.co/platform/portfolio-dashboard)
- ### A tool he can hand to clients
  Clients keep their private holdings organized in their own workspace and can share it with him with the right permissions.
  [Learn more: A tool he can hand to clients](https://raziel.co/platform/workspaces-and-permissions)
- ### Entities and vehicles
  Holdings stay organized by the LLCs, trusts and personal accounts they sit in.
  [Learn more: Entities and vehicles](https://raziel.co/platform/entities)

## The result

Morris recommends Raziel to clients with private holdings so their alternative assets are as organized as the rest of their wealth.

Inside Raziel

## The tools behind *the story*

The Raziel features Sunset West Advisors relies on, shown here with sample data.

Customer stories

## More customer *stories*

[All customer stories](https://raziel.co/customers)

- King Tide  Venture studio
  ### King Tide
  > “We build companies, back founders and invest in funds. Raziel is the first place all three live together, so every partner sees the same numbers on the same day.”
  [Image: Headshot of James Richardson] **James Richardson**COO, King Tide
  [Read the story](https://raziel.co/customers/king-tide)
- [Image: Smacktok]  Venture-backed startup
  ### Smacktok
  > “During a raise you are juggling hundreds of conversations, a cap table that keeps changing and investors who want updates. Having the pipeline, the updates, the metrics and the cap table in one place is what keeps the round moving.”
  [Image: Headshot of Jordan Rothstein] **Jordan Rothstein**CEO and Founder, Smacktok
  [Read the story](https://raziel.co/customers/smacktok)
- [Image: Oro Cap]  Real estate fund manager
  ### Oro Cap
  > “Raziel is the first platform that actually understands how we think about alternative assets. Our fund and my startup investments finally live in the same place, and reporting to our LPs looks far more professional.”
  [Image: Headshot of Brad Mindlin] **Brad Mindlin**CEO, Oro Cap
  [Read the story](https://raziel.co/customers/oro-cap)

Get started

## Run your portfolio the way they do

Bring every startup, SPV, fund and entity into one workspace, or run your raise and investor updates from one place.

[Get started free](https://app.raziel.co/sign-up) [Talk to sales](https://raziel.co/contact)

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)