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OPERATIONAL DUE DILIGENCE ASSESSMENTS

Would your firm pass institutional quality due-diligence scrutiny?

  • Provide a comprehensive review of firm personnel, policies and procedures

  • Prepare for upcoming investor and prospective investor meetings

  • Conduct SWOT analyses (Strengths, Weaknesses, Opportunities, Threats)

  • Consult on firm business development and marketing materials, including client presentations

FUND ADMINISTRATION

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263 Tresser Blvd. 9th Floor Stamford, CT 06901