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.