Introducing BW APEX. The industry’s only due diligence and education platform provided by a true third-party due diligence firm.

Buttonwood APEX combines the industry’s most respected third-party due diligence products and services with education, custom investment program testing, data rooms, custom rep/advisor training, and community interaction tools to provide the advisory community with an unparalleled due diligence and compliance experience.

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Buttonwood AIM – Alternative Investment Monitoring. Providing the industry’s only comprehensive and custom ongoing due diligence option designed for both private and public programs.

What is Ongoing Due Diligence? Is it data aggregation? Is it skimming information from public filings?

No! Ongoing due diligence is diving deep into verifying investment activity, tracking cash flows related to fees and distributions, financial performance review, monitoring management background and much more. Creating confidence for the road ahead.

More About AIM

Buttonwood Conference

Exclusive. Educational. Enjoyable.

When you blend a highly effective presentation format with dynamic social events the result is the industry’s most effective conference. By capping attendance and operating at break-even, Buttonwood can offer a conference format designed to engage all attendees in an enjoyable and collaborative manner without the format distortion created by a need for profit maximization.

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Buttonwood Services

Operational Due Diligence (“ODD” or “Sponsor review”)

Designed to delve deep into a sponsor entity, its management, systems, prior performance and capacity to effectively conduct investment offerings.
Understand not just the “what” of the offering, but the “who” as well.
Vital component of the pre-investment process when understanding and evaluating the entities and people charged with safeguarding and growing investor capital.

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Investment Due Diligence (Program review)

Analytical, in-depth reports designed to add value through the efficient use of context and commentary covering a wide range of focus areas.
Widely distributed to the full spectrum of the industry’s BDs, RIAs and Family Offices
Designed to bridge the gap between the issuer and the investment, fostering an informed alternative investment community

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Alternative Investment Monitoring (AIM)

Customized, investment-specific due diligence and monitoring on a quarterly basis – for the life of the program
Designed to add coverage on any program, at any stage in the program’s life, regardless of previous Buttonwood coverage
Provides multiple benefits to all users on both the investing and sponsor side

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Sponsor Qualification (SQ)

Buttonwood’s Sponsor Qualification service provides a pass/fail analysis of a sponsor designed to provide a summary analysis of a sponsor when a full sponsor review (ODD) is not available or applicable
Providing insight into the suitability and experience of a sponsor before the relationship progresses or commitments are made
Pass/Fail analysis of 16 primary and 30 sub-categories

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Custom Solutions

Customized solutions designed to meet the needs of all client types
Custom training for representatives/wealth advisors on the alternative products on the platform
Investment evaluation and recommendations, risk management, program structure, committee advising…and more, we do it all

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Community

Forums designed to spark dialogue and discourse
Conferences patterned to maximize productive interactions for all attendees
Blog posts and newsletters designed to inform