Buttonwood Due Diligence

What is Buttonwood+? It's... ?? Due Diligence ??Education ??Testing ??Rep/Advisor Training ??Data Rooms and More! Do you want to see the documents being referenced in our review? Access them right there! ?? Do you want to learn more about the asset type of the offering? Watch a short video! ?? Do you want to hear a discussion between Buttonwood and the sponsor discussing the program and answering questions? Watch our Buttonwood Overview Video ?? Do you want testing for your reps and advisors before they offer this to their clients? Have them take an asset based and program specific test! ? On-going Due Diligence on the private programs? Yes please! Do you want custom training for your reps and advisors? We've got you covered! ?? Everything related to the program is right here at your fingertips. Individual user profiles to log and track activity for compliance and audit trail purposes. Contact us today for a demo or log in now to access the future of due diligence. Access is FREE for our BD/RIA/Family Office partners! Buttonwood+ services are included with all of our third-party reviews, so tell the sponsors you work with that you want a Buttonwood report! #alternativeinvestments #duediligence #brokerdealer #RIA #wealthadvisor #registeredrepresentative #assetmanagers #fiduciary

Have you seen the BW review of Revitalization Unlimited's Preservation Fund II? Login to BW APEX today to access the review! (link in comments) A BW Review is an in-depth analysis of all aspects of an investment offering. We use our 20+ years in the industry to analyze and underwrite the offering and then present it in an easy to read format that actually provides value and insight for the reader. Don't get a 3rd party report as a CYA! Use it to gain insight and understanding. We're available to discuss all of our reviews. Reach out anytime! #alternativeinvestments #duediligence #RIA #brokerdealer #wealthadvisor #registeredrepresentative

Very interesting overview of the potential uses for AI in financial services. Whether you're actively looking to incorporate AI into your process or not, it's definitely something to keep an eye on and being the process of thinking through how it may eventually need to be utilized. Nothing can fully replace the human element of our processes, but there are going to be many ways we can improve our efficiencies in those processes. Food for thought... ?? #alternativeinvestments #AI #financialadvisors #duediligence https://lnkd.in/g8N9tCWn

Have you seen our Buttonwood Overview videos on BW APEX? These short-ish??videos are designed to bring color and context to the programs and sponsors that you are considering for your alternative investments. Watch our interview-style discussion with sponsors and BW analysts as we discuss the offering, ask questions derived from our in-depth review, and get some additional context to various aspects of the sponsor and program. Would you like these additional services on the alternative investment sponsors and programs that you're considering? Tell them to talk to Buttonwood! Included in all of our third party reviews are: Summary Reviews Indepth DD reviews Ongoing DD * Educational Videos (3d Animated and Sponsor Discussions) Testing Custom Rep/Advisor Training * Data Rooms Additional Materials (marketing, videos, white papers, etc) * First iteration of AIM is included ** Additional cost based on scope of training BW is engaged to do - including in-person sessions, online group training, one-on-one support, and more #alternativeinvestments #duediligence #investmentresearch #wegotyoucovered

Announcing the release of the CPC Atlanta Industrial Pref LLC review completed by Buttonwood Due Diligence. Access our reviews, educational materials, data room, testing, and more on the BW APEX platform. ?? Free for RIAs, BDs, Registered Reps, Wealth Advisors, and other approved users. (Not sure if that's you? reach out and we'll help you out!) Our indepth, qualitative and quantitative reviews are designed to help you with your due diligence efforts when considering alternative investments. These aren't just a CYA or file stuffer, gain an understanding of the offering with insights and commentary, providing not just the what, but the why. Want to learn more about our process? Reach out today for a introductory call! #alternativeinvestments #duediligence #brokerdealer #RIA #financialadvisor Madison Capital Group Holdings, LLC

Don't be scared of alternative investments this Halloween! ?? ?? We've got you covered for your alternative investment due diligence needs! Reach out today to learn more about the BW APEX platform featuring our Buttonwood+ services: ?? ?? Insightful and Analytical Reviews ??Ongoing Due Diligence (really, especially for the private offerings!) ??Educational Videos ??Testing for Program, Sponsor, and Asset type ??Custom Rep/Advisor Training ??Data Rooms ??Marketing Materials and more! #alternativeinvestments #duediligence #wealthadvisors #registeredrepresentatives #RIA #BrokerDealer #investmentresearch

?? Are you performing due diligence on alternative investments? Are you overwhelmed with everything that you need to look at before deciding if it's something to offer your clients or add to your platform? Have you looked at the 3rd party report to help support that due diligence effort? ?? ?? ?? Have you watched the educational video to learn more about the investment type? ?? Have you watched the sponsor discussion video to learn more about the offering and get answers to some of the relevant topics? ?? ??♂? Have you looked at the data room to see the important docs related to the offering????? Have talked with Buttonwood? ?? 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. ? ?? And it's easy to read! ?? ?? View our full selection of investment (program) and manager (sponsor) reviews on the BW APEX platform, along with education videos, tests to confirm your and your advisors/reps understanding of the offering/asset type, data rooms, marketing materials and more! #alternativeinvestments #duediligence #investmentresearch #financialadvisors #brokerdealer

Announcing the release of the The Nova Haus Sponsor Review completed by none other than yours truly - Buttonwood Our sponsor reviews are a complete look??into the operating entity of Nova Haus and is a perfect partner to our Program Review of the Nova Haus Costa Rica LLC (also available right now!) Login into the BW APEX platform to access the review, ?? watch the conversation between Steve Ogrin and Martin Papp discussing the Nova Haus offering (otherwise known as The Buttonwood Overview), ?? see the data room, ? access testing, ?? educational videos, and more! Contact us to learn more, chat about our reviews, get access to BW APEX, or just pick our brains. We're available and happy to chat! Link to access BW APEX is in the comments ?? Tyler Jordan ???? ILONKA NOBLES Derek Hayes, CAIA #alternativeinvestments #duediligence #CRE #costarica #realestateinvesting #brokerdealers #ria

Announcing the release of the The Nova Haus Sponsor Review completed by none other than yours truly - Buttonwood Our sponsor reviews are a complete look??into the operating entity of Nova Haus and is a perfect partner to our Program Review of the Nova Haus Costa Rica LLC (also available right now!) Login into the BW APEX platform to access the review, ?? watch the conversation between Steve Ogrin and Martin Papp discussing the Nova Haus offering (otherwise known as The Buttonwood Overview), ?? see the data room, ? access testing, ?? educational videos, and more! Contact us to learn more, chat about our reviews, get access to BW APEX, or just pick our brains. We're available and happy to chat! Link to access BW APEX is in the comments ?? Tyler Jordan ???? ILONKA NOBLES Derek Hayes, CAIA #alternativeinvestments #duediligence #CRE #costarica #realestateinvesting #brokerdealers #ria

Have you seen the latest release? View the Buttonwood review of EvrSource Capital's Stonecoal Investors LLC on the BW APEX platform today. ?? Included with BW reviews are ??Educational Videos ??Product and Asset Type Testing ??On-going Due Diligence ??Rep/Advisor Training ??Data Rooms ??Marketing/Misc Materials Access is easy! ?? Go to ButtonwoodDD.com to login or create your account on BW APEX today. ?? Get the full support of the third party due diligence firms when looking at alternative investments. More than a pdf... ?? ?? Decades of experience and knowledge at your fingertips. #alternativeinvestments #duediligence #feesimple #taxmitigation #brokerdealer #financialadvisor