Decide on an LP commitment with a value check and a title check
For Family offices & private investors
Value OpinionDD
Give me an opinion of value for [address]; the sponsor is buying at [asking price]. Then run due diligence on it: title, permits, liens and encumbrances — what is wrong with it?
- You give
- The address; the asking price (the sponsor's purchase price); optional: the OM (PDF)
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- DD — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow