Why Westcourt
Institutional Due Diligence. Advisor Focused. We give advisors access to private alternative managers that have cleared rigorous, institutional-grade due diligence. In private markets, manager selection isn’t optional. It’s everything.
|
Phase 1 Investment Merits |
Phase 2 Validation |
Phase 3 Onboarding & Initial Investment |
Phase 4 Monitoring |
Investment Merits
Our investment criteria focuses on disciplined screening and selectivity, emphasizing early identification of key factors that may impact viability. Each opportunity undergoes a structured review process to ensure alignment with portfolio objectives and risk tolerance.
The investment thesis highlights core value drivers, strategic positioning, and overall opportunity potential. This framework supports informed decision-making by outlining the rationale behind each investment in a clear and consistent manner.
Key terms are designed to provide a streamlined overview of the economic and structural components of an investment. This includes fee considerations, investor rights, and general terms that define participation, without overexposing sensitive details.
Our process and strategy reflect a disciplined, repeatable approach to evaluating and managing investments. This includes defined workflows, underwriting principles, and guiding policies that support consistency across all decisions.
We take a balanced approach to risk by identifying potential challenges at a high level while maintaining appropriate safeguards. Mitigation strategies are embedded within the broader investment framework to enhance resilience and downside protection.
Governance is centered on strong oversight, structured controls, and accountability. Our approach incorporates established policies and trusted service providers to support transparency, operational integrity, and long-term sustainability.
Validation
Our contract discovery phase focuses on establishing a clear understanding of legal frameworks and foundational agreements. Through a structured review process, we ensure that key contractual elements are identified early to support informed evaluation.
The financial review provides a high-level perspective on performance, stability, and underlying drivers. By analyzing core financial components, we gain insight into overall health while maintaining a streamlined and focused assessment approach.
Investment structure is evaluated to ensure clarity, alignment, and operational efficiency. This includes a top-level view of entity organization and ownership considerations that support long-term strategic objectives.
Our market monitoring approach emphasizes ongoing awareness of relevant benchmarks and external dynamics. By tracking key indicators, we maintain a forward-looking perspective without overexposing specific proprietary insights.
Tax considerations are reviewed at a summary level to identify potential implications and structural efficiencies. This ensures that key tax factors are recognized while maintaining flexibility within the broader investment framework.
The approval process is governed by a formal, disciplined review framework. Final decisions are made through structured oversight, ensuring consistency, accountability, and alignment with overall investment strategy.
Westcourt Solutions By The Numbers
DUE DILIGENCE VIDEO
Interested in discovering your alternative investment options?
Institutional-Grade Due Diligence
Built for Advisors. Designed to Protect Clients. Proven in Practice.
Independent financial advisors turn to alternative investments to enhance portfolio diversification, manage risk, and pursue differentiated sources of return. But in private markets, manager selection matters more than market timing—and superficial due diligence is not enough.
We exist to solve that problem.
Westcourt Solutions provides advisors with access to private alternative investment managers that have undergone—and passed—a rigorous, multi‑disciplinary due diligence process, the same process we use when deploying our own clients’ capital.
Our firm provides advisors with access to private alternative investment managers that have undergone—and passed—a rigorous, multi‑disciplinary due diligence process, the same process we use when deploying our own clients’ capital.
Why Our Due Diligence Is Different
Many platforms claim to “vet” private investment managers. Few can explain how, by whom, and to what depth.
Our process is purpose-built for private markets, combining investment analysis, legal review, operational due diligence, and ongoing monitoring—conducted entirely in-house.
What That Means for You as an Advisor
• Greater confidence in manager selection
• Fewer operational and governance surprises
• Clear documentation you can stand behind
• A defensible rationale for why a manager belongs in client portfolios
A Team-Based Approach—Not a Single Gatekeeper
One analyst cannot effectively diligence private alternatives.
Our process is executed by a dedicated, cross‑functional team, including:
•Investment analysts (including CFAs)
•Legal and compliance professionals
•Operations and reporting specialists
•Senior investment committee oversight
•Each specialist evaluates risk through their own lens—ensuring blind spots are minimized.
Why Advisors Choose to Work With Us
Every manager we recommend has passed the same internal scrutiny applied to capital we steward directly.
Our due diligence frameworks are built for private credit, private equity, real assets, and other illiquid strategies—not retrofitted from public-market models.
Our documentation, monitoring, and committee discipline support advisors in meeting fiduciary expectations with confidence.
You gain institutional-grade research without building an internal alternatives team.
Frequently Asked Advisor Questions
How do you select private alternative investment managers?
We use a multi-phase due diligence process that evaluates investment merits, financials, legal structure, operational integrity, and ongoing performance monitoring before and after investment.
Do you conduct operational and legal due diligence internally?
Yes. Our team includes in-house legal and operational specialists who review fund documents, governance, compliance, and reporting controls
Is due diligence ongoing after investment?
Absolutely. Ongoing monitoring is a core differentiator and includes continuous reporting, manager calls, performance attribution, and risk oversight.
How does this help me as an advisor?
Our process provides defensible manager selection, deeper insight into private investments, and documentation you can rely on when serving clients.
Built for Advisors Who Take Due Diligence Seriously
Private alternative investments demand more than surface-level review. They demand discipline, specialization, and accountability.If you are seeking a partner who applies institutional standards to manager selection—and stands behind every recommendation—we invite you to learn more about our process.
Interested in discovering your alternative investment options?