Investor Representation & Due Diligence

Helping institutional investors identify, evaluate, and negotiate fund relationships with clarity, control, and confidence.

Operational due diligence (ODD) reviews of fund operations and internal controls

Legal review of fund documents (LPA, subscription, side letter, management agreements)

Institutional investor representation in side-letter negotiations and MFN elections

Comparative benchmarking of fund terms and market deviations

Compliance and regulatory risk assessments of managers and platforms

Ongoing monitoring support for fund investments and adviser oversight