Sponsor Diligence Package
Pressure-test a sponsor's deck and OM. Independent underwriting, downside case, and an IC-ready memo — built around the materials the sponsor sent you.
What's in this Space
- Sponsor Materials Index — every doc the sponsor provided.
- Independent Underwriting — your own model, not theirs.
- Downside Case Analysis — the deal at -10% rent, +50 bps exit cap, etc.
- IC Memo — the recommendation document for your investment committee.
What it's good for
- Family offices and HNW investors evaluating a sponsor's deal.
- Funds-of-funds running diligence on multiple sponsors.
- Co-GP partners doing real diligence before signing on.
How to get started
- Click Use Template.
- Drop the sponsor's deck, OM, model, and any third-party reports into Sponsor Materials.
- Open Setup Guide in Config.
- Walk the diligence process.