We specialise in investment and operational due diligence of alternative investment strategies, covering investments in both liquid and private markets.
Due diligence is changing. Physical locations and document files are giving way to data permissions and security. We take a data-centric approach, focused on the organisation of data to provide our clients with information that is concise and actionable. Yet, despite the rise of technology, in person meetings remain crucial to understanding logical process.
Investor requirements are also becoming more exacting, particularly in ESG and information security, where investors care about their impact on our world and insist that their personal data is protected.
Due diligence is a process of verification. The timeline for a project is normally 1-3 months, depending on the level of disclosure available from the manager.
Our investment due diligence helps to improve investment decision-making, with reports designed to be relevant and concise and to recognise when excessive risks transform investment into speculation.
Our operational due diligence ensures that the means exist to support the investment function with sound operational practices, particularly verifying the existence and valuation of the assets.
We offer our clients an instant boost in research capability by providing two types of investment consulting services (1) manager search, selection and monitoring and (2) track record verification.