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

Updated: Mar 18


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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 (ODD) 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: Craft and disseminate your narrative on your terms.

  • 24/7 Access: Your investor can engage with your content multiple times at their convenience.

  • Data Delivered Instantly: No schedules, just click and watch.

  • Pinpoint Investor Interest: Easily gauge investor interest and likelihood of engagement.

  • Extend Your Reach: Scale your due diligence process to a broader audience.

  • Excellent ROI: Save significant amounts of time and money.


Video Series Samples:

  • The Firm: Overview and ethos.

  • The Fund & Strategy: Insights into investment strategies.

  • Investment Process: Detailed breakdown of the investment lifecycle.

  • Risk Management: Approaches to mitigating risks.

  • Operations: Day-to-day operational insights.

  • The Team: Meet the experts behind the scenes.

  • Case Studies: Real-world examples and outcomes.


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. Embrace the digital transformation, and let technology facilitate your success.

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​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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