A pre-decision DD program for PE, VC and institutional investors.
This program runs the fund and executive DD operation across GP, LP and portfolio-company decisions. Every matter is resolved end to end, into a DD decision file. Configured to your fund DD playbook, your portfolio overlap and your jurisdictions. Your General Counsel stays accountable.
What we investigate
- GP and LP background DD: track record, regulatory history, litigation exposure.
- Affiliated-entity trace per SEC Form ADV Items 7.B.1 and 10.
- Portfolio-company executive DD on operating partners and named executives.
- LPA-conflict reconciliation against fund terms.
What’s special
Built to SEC IAA and Form ADV evidence standards. GP DD, LP DD and portfolio-executive DD all close in the same file format.