Diligence
Agents for manager research, due diligence, and investment analysis.
Investability Screen
A filter to confirm if a business fits tyour basic rules before starting deep due diligence.
Multi-manager Screen
A structured, multi-stage process to evaluate, select, and monitor external asset managers.
Returns Analysis
Verify and synthesize financial, legal, and operational data to accelerate business evaluations.
Manager Research Meeting Prep
Develop a structured, repeatable due diligence framework focused on evaluating an investment manager's edge, organizational stability, and operational risk.
Team Analysis
Evaluate a target company leadership team, organizational culture, and key personnel during a business transaction.
Attribution Analysis
Qualtitatively analyize and decompose an investment manager's active returns and determine whether performance stems from repeatable skill or luck.
Investment Thesis
Decisioning support to buy and assign portfolio weight, opinions/judgments heavy, focus on decision-critical thesis elements, balanced risk-benefit, total portfolio-oriented: how fits in and complements other managers.
Guideline Checklist
Reaffirm thesis, ensure performance, including expectations, risk oversight, time series, periodic and continuously.
Tearsheet Generator
Prepare client collateral instantly.