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Access Our Exclusive Investment Insights.
How We Built an AI Prompt to Help Investors Perform Due Diligence on Private Funds
When Microsoft Copilot became available last year, we saw an opportunity—not just to experiment with AI, but to integrate it meaningfully into our workflows. Since then, we’ve embedded AI into our processes across the company, from underwriting and loan servicing to investor communications and compliance reviews.
But one area where we felt AI could be a valuable tool is in due diligence.
There’s been a lot of discussion in one of the investor forums we’re part of about using AI to perform due diligence on private investment funds. We’ve read the commentary, and we agree: AI has the potential to help investors ask sharper questions and make more informed decisions.
So we decided to take it a step further.
YieldStreet’s Real Estate Collapse: Fintechs in Alternative Investments
What is it with Fintech platforms with the word Street in their name? First was PeerStreet, and now YieldStreet. CrowdStreet is another one facing challenges.
These failures are a bit different from each other but at the heart of the issue is poor operational management, and lack of proper risk management. In YieldStreet’s case there are also multiple cases of misrepresentation.
Proven Strategies to Avoid Costly Mistakes in Alternative Investments
Navigating the complex world of alternative investments requires precision and due diligence. In this article, we summarize key insights from a recent IRA Club webinar featuring Chief Investment Officer Chris Carsley. Chris emphasizes the importance of education and continuous learning as essential tools for high-net-worth investors. From setting investment priorities to leveraging networks for insight, this article covers essential strategies to avoid costly mistakes. Dive in to learn how to perform due diligence effectively and elevate your investment strategies with confidence.
One Big Beautiful Bill Overview and Commentary
Discover the transformative impact of the One Big Beautiful Bill Act on real estate investment and tax incentives. Signed into law by President Donald Trump on July 4, 2025, this landmark legislation reshapes the U.S. tax code, offering substantial benefits for real estate investors. Learn about the key provisions, including 100% bonus depreciation, permanent 20% Qualified Business Income deduction, and Opportunity Zones, as well as the potential risks and long-term fiscal impacts.
CRE Investing in Changing Market Conditions, Panel Discussion
During Verivest’s Investment Summit last November ‘22, Chris Carsley - CFA, CAIA, Chief Investment Officer (CIO) & Managing Partner at Kirkland Capital Group was one of the panelist for their session on “CRE Investing in Changing Market Conditions”