This Due Diligence checklist is designed to guide investor discussions with sponsors of a growth orientated investment offering. It provides a structured framework to evaluate sponsor background, growth thesis, execution plan, and risk management.

Sponsor Background & Alignment

1 ☐ What is your firm’s experience and how have actual IRR results compared with projections?

2 ☐ How much of your own or affiliate capital is committed to this growth strategy?

3 ☐ How are you compensated (fees, carry, promote)? Does this structure align with long-term value creation for investors?

Growth Thesis & Execution

4 ☐ What are the primary levers of growth (market expansion, acquisitions, technology adoption, operational scaling)?

5 ☐ What milestones and measurable KPIs will you use to track success and progress?

6 ☐ What differentiates your growth approach from competitors (e.g., sector expertise, proprietary edge) and who are your peers?

Risk & Exit Strategy

7 ☐ What is the timeline and pace of deploying capital into opportunities?

8 ☐ What market, regulatory, or operational risks could hinder growth, and how do you mitigate them?

9 ☐ What are the planned exit options and time frame (IPO, recapitalization…), and what redemption, buyback, or secondary market options exist if one needs early liquidity?

Oversight & Transparency

10 ☐ How will you report on growth progress and performance to investors (frequency, detail, independent validation)?

11 ☐ Can you provide examples of past growth strategies that underperformed, and how you addressed them?

12 ☐ How do you ensure