Problem.

Limited Partners are increasingly seeking more independent, in-depth reviews of investment team members to better assess a team’s future prospects, identify inconsistencies, and streamline the diligence process.

Solution.

Reference Pack™ is a full service reference call solution featuring detailed summaries of on- and off-reference list calls and team interviews to help you better understand team dynamics, capabilities, and potential areas of concern prior to making a decision to invest.

Analysis.

• Strengths
• Weaknesses
• Backgrounds
• Experience
• Roles
• Responsibilities
• Networks
• Vision

Benefits.

• Confirm initial findings with independent calls
• Review team strengths and weaknesses
• Verify team member backgrounds & experience
• Identify inconsistencies among team members
• Receive detailed transcripts and call summaries
• Streamline internal due diligence process
• Realize cost savings relative to consultants