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Operating Due Diligence "ODD" in the Virtual World and Onward


Business as usual is not a term heard lately. In fact, it is anything but usual. Everyone is working hard to find new ways to accomplish once simple tasks, such as traveling for a face to face Operational Due Diligence meeting or looking under the hood of a potential investment opportunity.




Saving time, saving money, and getting necessary research accomplished is the goal. How do you plan to change your process?

Navigating our new reality has brought on a lot of change, and much of it can make us better. The traditional ODD process was often an onsite, in-person meeting. It was a long process involving budgeted travel, scheduled meetings, and writing detailed reports. After months of planning and visiting, the investor often lost interest or moved on. Maybe an investor's budget allowed only for 5 or 6 meetings a year, and with all of the time and money spent, how much of that turned into an investment?


Virtual ODD allows investors to do a deeper dive into more opportunities, as it saves on travel budgets and time. This is one of those times when "Change is Good."

Streamline your Due Diligence process and make it easy for your future investor to find you and make an investment in you. Make your ODD virtual. Provide your investors with the systems and tools needed for an ODD in a video series.


Some perks of going virtual.
  • Tell your story. Control your narrative.

  • 24/7 access. Your investor can watch multiple times at their leisure.

  • Data delivered. No schedules, just click and watch.

  • Zero in on what people are interested in. Easily gauge investor probability.

  • Extend your reach. Scale your due diligence process.

  • Excellent ROI. Save time and money.


Some samples of videos are:

  • The Firm

  • The Fund & Strategy

  • Investment Process

  • Risk Management

  • Operations

  • The Team

  • Case Studies


Take charge of your process, reach more investors, and close investments faster.

Not only will you streamline the ODD process, but you will also have the necessary tools in place digitally to expedite the next steps of the investment process.

About PrimeAlpha

PrimeAlpha is today’s leading technology platform for alternative investment opportunities founded in 2015. We generate connections and help investors discover differentiated opportunities.

PrimeAlpha was developed by industry practitioners as a cutting-edge technology platform to help managers and investors discover and network. Like many great solutions, PrimeAlpha was born from the pain points faced by both managers and allocators in the investment life-cycle and marketing and IR process. Today, PrimeAlpha optimizes ROI-driven solutions emphasizing engagement and efficiency through a technology-enabled yet high-touch platform.


If you want to learn more reach out to us at info@primealpha.com.

Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC. 

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