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Buttonwood Due Diligence

Now in our 20th year, Buttonwood Due Diligence is a leading provider of research, education and due diligence support to the Broker Dealer, Registered Investment Advisor, and Family Office communities. Our knowledge and insight into the alternative investment industry is backed by decades of experience and credentialed analysts including MBAs, CPAs, CAIAs, and JDs.

Buttonwood serves as a bridge in the alternative investment industry, connecting professionals and firms through the provisioning of unparalleled products, services, and support derived from more than 20 years operating in the industry.

Due Diligence

  • Industry leading due diligence reviews of Sponsors/Managers and their investment programs
  • Manager/Sponsor Qualifications Reviews
  • BW AIM – customized ongoing due diligence for both private and public programs
  • Product Training and Testing
  • BW APEX Platform: The industry’s only due diligence platform with:
    • Interactive Reports – track and log all comments, highlighting, questions; download and save to user profile for audit trail and easy reference
    • Product Videos and White Papers
    • Testing: asset type and program specific tests created by the due diligence analysts conducting the reviews
    • Community Discussion Forum

Consulting

  • BW Centurion – Members-Only RIA alternative investment support
  • Investment committee reports and due diligence support
  • Education
  • Sponsor/Manager Consulting: program structure, market readiness evaluation, and more
  • Broker Dealer/Registered Investment Advisor Consulting: DDQ analysis, due diligence process analysis, industry trends, asset type evaluation and comparisons, and more

Connections

  • Best-in-Class Due Diligence Conferences and Events
  • Referrals for 3rd party support: fund admins, transfer agents, fintech platforms, law firms, marketing & distribution, managing broker dealers, and more

 

Contact us to learn more about all of our fully customizable solutions for both the BD/RIA/Family Office and the Manager/Sponsor.

 

Buttonwood Due Diligence 10822 W. Toller Dr.
Ste. 190 Littleton, CO 80127