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Due Diligence Call

Due Diligence Call

If you are a fund manager you may be asking, “What does a conference call have to do with due diligence?”  In the following video recorded in Madrid, Spain, I explain how the conference call is an integral part of the due diligence process and how you should best prepare for a due diligence call.

Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. What does a conference call have to do with the due diligence process?
  2. For more institutional investors you will have to go through a multi-step due diligence process.
  3. A conference call is often a part of this due diligence process, sometimes the very first step in the process.
  4. During the due diligence call you will cover your team bios, a powerpoint presentation or pitch book and then the investors will ask you questions and get to know your fund better.  
  5. It’s very critical that you understand that conference calls are a big part of the fund due diligence process.  

I hope that this video helps prepare your fund for a due diligence conference call and helps you understand how the conference call fits into the broader due diligence process.   

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