In Plus Episode 357, we analyze a daycare center business and an agriculture technology business using the who, how, and what framework for conducting due diligence on private investments. … [Read more...]
175: How To Conduct Investment Due Diligence
What attributes should you look for in analyzing an investment advisory firm, financial planner, investment partnership, crowdfunding platform or other investment related offerings. Photo by Nuno Silva In this episode you’ll learn: What to look for in terms of people, process and performance in investing offerings. Why conviction, consistency, pragmatism, investment culture, risk management and active return are important attributes for successful investment firms. What are … [Read more...]