Sponsor Qualification

Buttonwood’s Sponsor Qualification service provides a pass/fail analysis of a sponsor with a focus on several key topics. Topics evaluated include:

  • Verification of entity status
  • Management background review
  • Entity background review
  • Verification of service providers
  • Prior performance review
  • Audited financial verification
  • Assets Under Management review
  • Principal experience review
  • Succession plan confirmation and evaluation
  • Business continuity confirmation and evaluation
  • Minimum investment activity alongside investors
  • Capital raise experience
  • Suspended distribution/redemption activity
Alternative Investment Monitoring Custom Solutions