Alternative Investment Monitoring

Topics Covered

While every AIM review is custom-tailored to the investment program being reviewed, in general, all AIM reviews focus on a wide range of topics including:
Asset review, verification and assessment
Developments at the program and/or sponsor level
Financial performance and health review
Distribution and fee review
Tracking of distribution and fee cash flows
And Much More…

AIM’s Benefits to the Investing Community

Provides valuable investment program review and insight well beyond the offering period and for the life of the investment on alternative investments that are notorious for being a bit of a “black box” post-offering
Offers a streamlined solution to the disjointed DDQ process of multiple BDs/RIAs/FOs undertaking a wide variation of investment monitoring processes
Designed with visual ques to quickly provide feedback as to the program’s alignment with pre-investment expectations
Are you assessing an on-going asset management fee but struggling to conduct regular due diligence and monitoring of your investments? Buttonwood AIM is your answer!

Benefits to Investment Sponsors

Stand apart from the crowd and gain a larger following by enhancing your program with AIM’s quarterly monitoring
Utilize the AIM information conduit to stay in consistent, quarterly communication with your selling group – stay ahead of the story
Build your brand and selling group through regular, predictable communication with your BD/RIA/family office partners
Demonstrate your commitment to be transparent, a good partner and a good steward of the investment entrusted to your care
Save time and money by streamlining your responses to the DDQ process by providing a Buttonwood AIM report.