Passive Investor Due-Diligence Checklist
Organize your questions about the sponsor, investment structure, economics and risks before committing capital.
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Understand what
you’re considering.
Practical resources for individual investors researching private placements. Bring structure to your questions before committing capital.
Where are you starting?
01
New to Private Placements
Begin with the questions in our checklist: who is involved, how the deal works and what could change.
Start with the checklist 02Evaluating an Opportunity
Use the checklist to organize your review of the sponsor, documents, economics and risks.
Get the checklist 03Investing Through an IRA
Explore how a self-directed IRA works and the responsibilities that come with greater investment choice.
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A practical starting point
for your due diligence.
Organize your questions about the sponsor, investment structure, economics and risks before committing capital.
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Find a useful next step.
4 resources
Investorly Guide to Self-Directed IRAs
A practical introduction to self-directed IRAs, investment choices and the responsibilities that come with greater control.
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Self-Directed IRAs Explained: What a Custodian Does—and Doesn't Do
Self-directed IRA custodians administer accounts but generally do not evaluate investments. Learn their responsibilities, limitations, and risks for investors.
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How Private Investments Are Taxed Inside Retirement Accounts
Learn how private investments are taxed inside traditional and Roth IRAs, including UBIT, UDFI, partnership income, and retirement-account tax rules.
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Try a broader term, such as sponsor, fees or risk.
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