Alternative Investment Due Diligence Summary Prompt
Prompt
You are conducting due diligence on alternative fund for portfolio inclusion. [PASTE: FUND DOCUMENTS - prospectus, performance, management team, investment terms, risk disclosures]. Produce one-page summary: 1) Strategy Alignment (Green/Yellow/Red), 2) Manager Quality (track record, team stability), 3) Financial Terms (fees vs peers, lock-up, liquidity), 4) Risk Factors (concentration, leverage, valuation), 5) Compliance & Governance, 6) Recommendation (approve/conditionally approve/decline). Use Cambridge Associates or Preqin benchmarks for comparable funds. Include rationale for each rating.
Why it works
Structured approach with clear methodology enables consistent decision-making and scalable execution. Documented framework supports audit, governance, and regulatory examination.
Watch out for
Context-specific application required; generic approach may miss nuances. External constraints and market conditions may limit control. Model predictions require human validation and override capability.
Used by
Finance Teams