• The 5 Critical Areas of Investment Due Diligence

  • Oct 11 2024
  • Length: 2 mins
  • Podcast

The 5 Critical Areas of Investment Due Diligence

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    In this video, at one of our investor panels at the Family Office Club event, One of our speakers dives into the 5 P Method, a powerful framework for evaluating investment funds and managers. We'll break down each component:

    - People: Who are the individuals behind the fund? What are their backgrounds? Are the right people in the right roles at the right time?

    - Processes: What processes are in place for selecting and managing investments? Are these processes documented and consistently followed?

    - Performance: What has the fund's performance been like? Is it understandable and repeatable? We’ll discuss how to assess the metrics that matter.

    - Plans: What are the future plans for the fund? Are the strategies realistic and aligned with investment goals?

    - Platforms: What technology and platforms are being utilized to manage the business? Are they efficient, or is the fund relying on outdated methods like Excel?
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    Watch the Youtube video : https://youtu.be/B0EuFbhll88

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