Silver helps clients master investor due diligence

Due Diligence Response
Provide standard Due Diligence Questionnaires (DDQs) and resources to respond to custom DDQs
- Comprehensive DDQ that reflects a firm’s processes and documents, meets investor transparency demands and withstands regulatory scrutiny
- Timely responses to custom investor DDQs
- Proactive updating of standard DDQ
Mock Due Diligence Review
Simulate rigorous institutional investor due diligence
- Assess firm against investor expectations to identify and obviate red flags
- “Hot seat” key personnel so they are confident, consistent and on point during investor diligence interviews
- Prepare firm service providers for investor inquiries
- Suggest remedies ranging from crisper investment performance explanations to operational changes

SilverVision
Contact us to learn more about Silver and our Due Diligence Preparation Services
917-626-1912
[email protected]