Alternative Investment Monitoring

Buttonwood Alternative Investment Monitoring (AIM) service provides custom, investment-specific due diligence and monitoring on investment programs, on a quarterly basis for the life of the program.

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.  
Investment Due Diligence Sponsor Qualification