Investment Due Diligence

Our Investment Due Diligence process focuses on evaluating the investment strategy, process, and track record of product sponsors to assess their ability to generate attractive risk-adjusted returns. This analysis examines the investment thesis, portfolio construction methodology, market opportunity, competitive positioning, historical performance and much more to determine whether the investment approach is sound and likely to succeed in current and future market conditions.

All Buttonwood Reviews include the following:

Efficient and timely process and completion
Unlimited distribution to a network of thousands of RIAs, BDs, and Family Offices, at no additional cost
Inclusion on the Buttonwood ALTSeek platform
Summary review and offering focused Rep/Advisor test
A customer service focused experience
- Professional and courteous interactions with two-way communication. We approach our reviews from an inquisitive position, not a combative one. We do our job thoroughly and effectively while also being nice to work with
Access to Buttonwood's highly regarded and exclusive conferences