We're supported by a best-in-class infrastructure.
We provide legal services to assist in the formation of investment funds, as well as the negotiation of third-party contracts.
Accounting and record keeping for our funds. Monitors the performance of administrative and professional services rendered. Serves as Chief Compliance Officer of our funds.
Serves as custodian of our certificates of ownership, coordinates wire transfers for capital calls, and a reconciles accounts on our behalf.
We offer comprehensive audit services for our suite of financial funds, ensuring compliance with industry standards and regulations.
Provides requisite compliance services for Poolit Fund Management. Assists in the preparation of compliance policies and procedures manual, code of ethics, and business continuity / disaster recovery plan
We place every opportunity on our platform through a rigorous, institutional - grade primary research process to ensure its quality.
All of our investments go through a rigorous due diligence process. First, we review investor presentations, PPMs, and data rooms. We host a call or meeting with the firm’s investment team.
Next, we work with the investment team to complete a comprehensive DDQ. After the DDQ, we conduct onsite meetings and inspections. We perform reference checks and review investment track record.
Lastly, legal review and operational due diligence is performed. Final investment decision, LPA, negotiation, and subscription agreement submissions are drafted.
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Please carefully read Poolit’s Terms of Service, available here: https://www.poolit.com/terms-of-service. Among other things, you must acknowledge that the content of the Platform is for general, informational purposes only and is not intended to constitute an offer to sell or buy any securities or other assets or promise to undertake or solicit business, and may not be relied upon in connection with any offer or sale of securities or other assets. Offers can only be made where lawful under, and in compliance with, applicable law. We make no representations that any information provided via the Platform is accurate, current, reliable or complete. You are solely responsible for evaluating the risks and merits regarding the use of the Platform and any services provided herein. We are not utilizing the Platform to provide investment, legal, accounting, tax or other professional advice, and nothing on the Platform is to be deemed a recommendation that you buy, sell or hold any security or other investment or that you pursue any investment style or strategy. If you would like investment, accounting, tax or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs. Any transactions listed on the Platform are included as representative transactions and are not necessarily reflective of overall performance.
The contents of the Platform may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Poolit itself or its investments. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Furthermore, Poolit undertakes no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise. Furthermore, past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.