Start with structure
Understand the security, capital stack, use of funds, repayment source, timeline and investor rights.
Investor Education
A disciplined framework for evaluating opportunities
Private-market opportunities require independent verification, careful risk review and advice from qualified professionals.
Verify the sponsor
Review identity, track record, references, conflicts, litigation and alignment of interests.
Pressure-test assumptions
Evaluate downside cases, liquidity, leverage, concentration, valuation and execution risk.
Use professional advice
Legal, tax, accounting and investment professionals should review the opportunity for your specific circumstances.