Due Dilligence Audit

Fund readiness assessment, report, and action plan

Do you want to be completely prepared when you’re invited into the room where it happens? Are you feeling confident, but want to make sure you knock your next LP meeting out of the park? 

With a Due Diligence Audit, you can get feedback from a former LP who is honest, transparent, and unafraid to tell you what other insiders may keep secret. 

You will get:  

  • Completion of a due diligence process similar to that which an institution or family office would do if they were considering investing in your fund. 

  • A due diligence readiness report that addresses your strengths and identifies your vulnerabilities.  

  • A clear action plan to implement during your strategic planning process.  

  • Savings of time and money from meeting with LPs who are not a good fit.

I’ll evaluate your: 

  • Team 

  • Track record 

  • References

  • Operational infrastructure 

  • Legal entity set-up (ownership structure, etc.) & LPA 

  • Strategic plan 

  • Communications/investor relations plan 

  • Branding and marketing documents (PPM, pitch deck, website, and other collateral)

  • Other important aspects of your firm & fund

After the Audit, you and I can decide if we’d like to work together to address and resolve the issues discovered during the process. 

A Due Diligence Audit is a great way to start your relationship with me, and there is no pressure to  engage afterwards. The goal is for you to have clarity on how to obtain a successful capital raise, from a transparent industry insider’s perspective. 

Investment: $25k 

Let’s get started.

Schedule a call with me today to book your Due Diligence Audit.