Write Down What the Money Is For Before You Sign Anything
Write a family investment policy around what the money is for, cash limits, responsibility and review triggers, with blank prompts to decide whether to commit.
The Private Allocator
Guides
Angel, venture, private equity, credit, real assets and small-business deals, compared on what each asks of you: cash, time, paperwork, and how long your money is locked up.
Selected topics: due-diligence. Search: All guides.
Showing 4 posts with tag: Due diligence
The Family Office Average Isn't Your Family.
Read family office allocation surveys with care. Check the sample, wealth measures and spending needs before applying their lessons to your own portfolio.
Your Business, Your Job and Your Fund May Be the Same Bet
Examine private investment concentration across business, work and property. Map shared risks and record missing information before your next commitment.
A Good Quarterly Letter Is Not a Distribution
Use a private portfolio review to separate reported values from cash received, challenge strategy labels, and give unanswered questions a follow-up owner.