The more the better but depends on the deal. For GP LP, and fund reports - We like to see a private placement memorandum (PPM), an offering memorandum (OM), and a schedule or real estate owned (SREO) or some sort of track record for the general partner. For a property management report, send us the contract and any deck or information you have on the PM.

We will look at and analyze anything you send us. We typically look at OMs and PPMs (sometimes one and the same) but we'll look at: investment summaries, offering memorandums (OM), private placement memorandums (PPM), partnership agreement/operating agreements, subscription agreements, and excel proformas. For more on different docs, click here.

We get answers to questions that provide insight into whether the GP is truly aligned with the LP. We won't be challenging GPs about their theories into the market, or return assumptions. Those are projected and more subjective. We are interested in objective information.

Thats fine and maybe you only need one document to decide whether or not you want to proceed. We usually answer over half of our questions from the PPM, a third from the OM, and the remaining from any track record docs. The track record docs are often the hardest docs to get as GPs sometimes like to highlight their past good deals and leave the bad ones off their resume.

Yes. You can fill out a form with no docs and then submit documents later. Just email us with your name and deal name as the subject lines.

Absolutely not. We're not attorneys. We find if information is listed in offering documents, of which some might be legal documents. None of it should be taken as legal or investment advice.

No. When we do a transparency report, we're analyzing the operating GP which does not include co-GPs or co-GP capital.

We advise GPs on capital raises, capital structure, debt advisory, and distressed investments