Buttonwood Due Diligence

Introducing... 🥁 🥁 🥁 BUTTONWOOD A full suite of services designed to provide you with the most complete due diligence experience. ➡ Industry-Leading Due Diligence Reviews - Sponsor and Program ➡ On-going Due Diligence on Private Investments ➡Testing - Multiple Test Types Designed by DD Analysts ➡Educational Materials - 3D Videos and Sponsor Discussion Videos ➡Rep/Advisor Training - Customized for your firm's needs ➡Data Room - all the relevant documents at your fingertips ➡Additional Videos and Marketing Materials Available to Broker Dealers, Registered Investment Advisors, Representatives, Wealth Advisors, Family Offices and other approved users. Visit the BW APEX platform to access our Buttonwood features. All features are included in our due diligence reviews - tell the sponsors you're working with to get Buttonwood 😃 Link in comments to access the BW APEX platform. #alternativeinvestments #duediligence #wealthadvisors #brokerdealers #familyoffice

Looking forward to a repeat of a fantastic opportunity! The ADISA Foundation organizes a service project each year at the Annual Conference & Trade Show. We'll be serving a meal at the local homeless shelter. I may keep my status as the #hotsauce girl.🌶#IFKYK It's humbling, rewarding, and a wonderful opportunity to serve others alongside our industry partners and friends. There may still be some room for volunteers if you'll be in #Vegas early on Sunday! Thanks you Brandon Balkman for all of your work throughout the year organizing these opportunities for us to give back! #ADISA2024 #alternativeinvestments #GiveBack

Steve Ogrin Alyna Ogrin Derek Hayes, CAIA will be attending the ADISA Annual Conference and Trade Show next week in #LasVegas. Will you be there? We love talking #Alts! If you have questions about #duediligence, rep/advisor education/testing/training, sponsor employee training, or our on-going due diligence on PRIVATE offerings, let's chat! We'll see you in #Vegas! #alternativeinvestments #ADISA2024

Will you be at the ADISA Annual Conference & Trade Show 2024 next week in Las Vegas, NV? So will we! 😀 We're looking forward to seeing everyone and making some new connections. If you see us, say hi! 👋 Steve Ogrin Alyna Ogrin Derek Hayes, CAIA #ADISA24

Are you an early-stage sponsor struggling to navigate the retail channel and raise capital? If you are attending the ADISA Annual Conference next week, plan to attend the sponsor-only session, "Unlocking Capital: Navigating Distribution Challenges and Opportunities for Sponsors," on Wednesday, Oct. 9th, at 11:10 a.m. Heidi Wheatley, Sponsor Growth Solutions LLC; Michelle Galeski, RepDriven Results; Matt Podolsky, VISTRA; and Nate Romero, ARKap Markets, will share insight into common distribution roadblocks. There will be time for Q&A. Representatives from FactRight, LLC, Buttonwood Due Diligence, and Mick Law P.C. LLO will also participate in the conversation! Come ready to connect, learn, and grow! #EmergingSponsors #CapitalStrategies #SponsorGrowth #ADISAConference #AlternativeInvestments

Have you seen our review of the Eagle Eye Funds PB Non-Op Drilling LP? Log in to BW APEX today to view our in-depth review of this offering. You can also see the Buttonwood Overview - a discussion between Buttonwood Due Diligence's Steve Ogrin and Eagle Eye Fund's Richard Loomis, where they discuss the offering and go over some of the due diligence elements we reviewed. But wait! There's more! See the data room with information related to the offering. Access educational videos and tests related to Oil and Gas investing and the PB Non-Op Drilling LP offering. #alternativeinvestment #oilandgasinvesting #duediligence #investmentresearch #brokerdealer #RIA

At Buttonwood, we're often quizzed about the showdown between 506(b) and 506(c) offerings. These Regulation D rules are like siblings with different superpowers when it comes to fundraising without SEC registration. In the blue corner, both rules bring the heat with: - Unlimited fundraising powers without fussing over state rules. - A straightforward SEC process - just fill out a Form D within 15 days of making sales. - Flexibility galore for investors in terms of securities and investment amounts. Now, for the smackdown: - 506(b) plays by the old rules, keeping ads low-key, while 506(c) lets the deals hit the spotlight from the get-go. - 506(c) demands verified investor credentials, while 506(b) takes folks at their word. - 506(b) is cool with up to 35 non-accredited investors, while 506(c) is the VIP club for accredited investors only. - If you're feeling daring, you can switch from 506(b) to 506(c), but no turning back! The plot thickens: the cool kids are flocking to 506(c) for its flashy ads and secure investor checks. At Buttonwood, we're all aboard the 506(c) train, with almost half of our new programs rocking that badge, and we're just getting started! Join the fundraising revolution with 506(c)! 💼🚀 #AlternativeInvestments #RegulationD #506b #506c #Buttonwood

🔍 Are you performing due diligence for your clients on alternative investments? Are you overwhelmed with everything that you need to look at before deciding if it's something to offer your client? Have you looked at the 3rd party report to help support that due diligence effort? 🔎 🔎 🤓 If not, why not⁉ 😲 It's free. 🆓 It's encouraged (and required in some cases) by the regulators. ✅ It's EXTREMELY informative and helpful to understanding and examining the details of an investment opportunity and it's sponsor. ℹ 💪 And it's easy to read! 📑 View our full selection of investment (program) and manager (sponsor) reviews on the BW APEX platform. #alternativeinvestments #duediligence #investmentresearch

I hope you enjoy this newsletter that my team and I distributed a few minutes ago. See you at the Private Securities conferences! #buttonwood #factright #ipa #adisa #tndda