We perform extensive due diligence

We place every opportunity on our platform through a rigorous, institutional - grade primary research process to ensure its quality. This due diligence covers everything from market attractiveness and investment track record to cybersecurity risk.

Phase 1

All of our investments go through a rigorous due diligence process. First we review investor presentations, PPMs, and data rooms. We then host an introductory call or meeting with the firm’s investment team.

Phase 2

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.

Phase 3

Lastly, legal review and operational due diligence is performed. Final investment decision, LPA, negotiation, and subscription agreement submissions are drafted.