Buttonwood Due Diligence is a provider of in-depth, third-party research and due diligence on alternative investment programs and sponsors. We provide the industry’s most user-friendly report built around a methodology focused on analysis, interpretation and context that is derived from decades of experience in the alternative investment industry. Our analysts represent MBAs, CPAs, JDs, & CAIAs.
In addition to conducting high quality third-party reviews of investment sponsors and their programs, Buttonwood also provides:
• AIM (Alternative Investment Monitoring): The industry's only on-going quarterly due diligence on individual private placement offerings, designed to span the life of the program. Fulfills on-going due diligence requirements for broker dealers and fiduciary duty standards for RIAs
• RIA Centurion: Complete due diligence support for RIAs designed to promote education/expertise, time and resource limitations, continuous oversight needs, and purchasing power in managing their alternative investments
• CONSULTATIONS: Managers/sponsors, investment committees, due diligence officers, independent reps, RIAs, and family offices and their representatives
• SPONSOR QUALIFICATION: Pass/Fail report designed to provide interested parties with a “snapshot” look at the sponsor entity, including background checks and qualification evaluation
• PREMIER DUE DILIGENCE CONFERENCES: Events designed to provide engaging and informative interaction among attendees
We review offerings and sponsors from various asset classes, including but not limited to:
o Business Development Companies
o Cryptocurrency
o Development/Conservation Projects
o DSTs and 1031 Exchanges
o Equipment Leasing
o Hedge Funds
o Interval Funds
o Life Settlements
o Oil & Gas/Alternative Energy
o Opportunity Zones (QOZ)
o Private and Public Real Estate Funds
o Private Equity Funds
o Reg A Offerings
o Sponsor ODD Reviews
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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Littleton, CO
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Type
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Privately Held
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Founded
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2004
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Specialties
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Alternative Investments, Due Diligence, Research, Compliance, Investment Research, Investment Analysis, Consulting, Private Equity, Consultations, Innovation, Retail Investments, Family Office Consulting, Registered Investment Advisors, Investment Monitoring, Broker Dealers, and Fund Managers