Due Diligence Basics

Due diligence may feel intimidating on the surface, but these processes are put in place to protect investors. But before you can feel confident in your alternative investment choices, understanding what questions to ask and what to look for is absolutely essential.

We are so excited to welcome Chris Carsley to explain the basics of due diligence and how you can make informed decisions about your portfolio. Chris brings to the table more than 25 years of experience in the investment industry and currently serves as Chief Investment Officer at Kirkland Capital and CAIA Chapter Head.

In this webinar, he walks us through:

  • What is due diligence?
  • Investment due diligence vs. operational due diligence vs. business due diligence
  • Areas of focus within due diligence
  • Critical due diligence questions to ask
  • Due diligence red flags to look out for

Whether you’re new to the world of alternative investing or already a seasoned pro, there are always more things to learn, new questions to ask, and unique situations to experience. By hearing from an expert in the industry, you may be able to save yourself from frustration down the line.

To take your alternative investing to the next level, tune in for the final part of our webinar series: How to Invest in Alternatives Like a Pro. And if you want to catch up on previous parts, check out our introduction to alternative investments and overview of diversification.

If you’re looking for an intuitive solution to assist with your alternative investment due diligence, look no further. OpenAlt allows users to start due diligence processes for opportunities both on and off the platform. We’ll provide you with key questions to ask and a centralized location to store your information.

OpenAlt does not endorse, recommend, or advise on any investment product or service. Rather, OpenAlt provides the tools to make self-direction straightforward and compliant.

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