Hedge Fund Investment Due Diligence Playbook

Investing in a hedge fund is a significant decision that requires a rigorous risk assessment. Access the basic questions you will need to explore in approaching this type of investment with our diligence playbook. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Alternative-investment readiness
  Use this checklist to rigorously evaluate hedge fund structures, manager track records, fee arrangements and liquidity terms before committing capital.
• Operational resilience check
  Assess fund governance, service-provider oversight, valuation methodology, audit controls and redemption procedures to surface hidden execution risk.
• Investor-collaboration platform
  Bring due-diligence, legal, finance and asset-allocation teams together in one workspace—organise items, attach supporting documents and monitor progress in real time.
• Traceable decision log
  Keep every question, document, comment and approval linked to checklist items for full transparency and audit readiness.

Build on your review with the Post-Merger Integration Synergy Tracking Template for portfolio monitoring, or prepare for non-profit deal structures using the Nonprofit Merger Due Diligence Checklist.

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