Professional Alternative Investment Due Diligence Made Simple

Whether you're an institutional investor, family office, or wealth manager evaluating private debt opportunities, infrastructure funds, or other illiquid asset classes, thorough due diligence is essential. This Alternative Investment Due Diligence Questionnaire template helps you systematically assess investment opportunities and collect the critical information needed to make informed decisions.

Why Use This Alternative Investment Due Diligence Form?

Alternative investments require deeper analysis than traditional securities. From operational due diligence to regulatory compliance, this template guides you through the comprehensive evaluation process that sophisticated investors demand. Instead of managing scattered spreadsheets and email chains, you can centralize all due diligence information in one professional, secure form.

Built with Paperform, this questionnaire combines the professionalism institutional investors expect with the flexibility to adapt to different asset classes—whether you're evaluating a private credit fund, renewable energy infrastructure project, or opportunistic real estate debt strategy.

Key Features for Investment Professionals

This template covers all essential due diligence areas for alternative investments:

• Fund and strategy overview including investment thesis, target returns, and differentiation
• Organizational structure and operational infrastructure assessment
• Investment team credentials and key person risk evaluation
• Risk management frameworks and portfolio construction methodology
• Liquidity terms and redemption provisions specific to illiquid assets
• Fee structures including management fees, performance fees, and expense allocations
• Legal and regulatory compliance status and documentation
• Performance track record verification and attribution analysis
• Service provider evaluation including administrators, auditors, and custodians

The form uses conditional logic to adapt questions based on the specific asset class, ensuring relevant information is collected without overwhelming respondents with unnecessary fields.

Perfect for Investment Advisors, Family Offices, and Institutional Allocators

This due diligence questionnaire is designed for:

• Registered Investment Advisors (RIAs) conducting manager selection for alternative allocations
• Family offices evaluating direct investment opportunities and fund commitments
• Pension funds and endowments performing operational due diligence on private market strategies
• Fund of funds managers standardizing their investment evaluation process
• Wealth management firms assessing alternative products for high-net-worth clients
• Investment consultants gathering comprehensive information for client recommendations

Streamline Your Due Diligence Workflow with Paperform

With Paperform's powerful features, this questionnaire goes beyond simple data collection:

• Conditional logic shows relevant questions based on asset class and investment structure
• File upload fields allow managers to submit pitch decks, track records, and compliance documents
• Calculation fields can score responses or calculate key metrics
• Professional design maintains your brand standards throughout the evaluation process
• Secure data collection with SOC 2 Type II compliance for sensitive investment information
• Email notifications alert your team when new submissions arrive

Automate Your Investment Operations with Stepper

Take your due diligence process further by connecting this form to Stepper, Paperform's AI-native workflow automation platform. When a fund manager completes your questionnaire, Stepper can automatically:

• Route submissions to appropriate investment committee members based on asset class or ticket size
• Create tasks in your project management system for follow-up diligence calls
• Update your CRM with fund manager details and pipeline stage
• Generate summary reports highlighting key risk factors or missing information
• Send automated follow-up requests for incomplete documentation
• Trigger compliance reviews and background check processes

This automation ensures no opportunity falls through the cracks while your team focuses on analysis rather than administrative coordination.

Trusted by Investment Professionals

Paperform is trusted by over 500,000 teams worldwide and maintains SOC 2 Type II compliance, making it suitable for handling the sensitive financial information that alternative investment due diligence requires. The platform's flexibility means you can easily customize this template to match your firm's specific investment criteria and compliance requirements.

Get Started with Professional Due Diligence

This template provides a solid foundation for evaluating alternative investment opportunities. You can customize the questions to reflect your investment policy statement, add your firm's logo and branding, and deploy it within minutes. Whether you're a boutique RIA or a large institutional allocator, this form helps you maintain consistent, thorough due diligence standards across all your alternative investment evaluations.

Start using this Alternative Investment Due Diligence Questionnaire today and bring professional structure to your investment analysis process.