Due Diligence

Leverage Our Years of Experience

CommonGood employs an institutional-style due diligence process designed to identify high quality values-based alternative investments for the retail marketplace.
  • Industry Research
  • Competitive Anlysis
  • Regulatory Analysis
  • Business Structure
  • Financial Modeling

CommonGood’s primary focus is on the viability and attractiveness of the investment itself. Utilizing a combination of macro research coupled with fundamental financial analysis, CommonGood puts all potential investment strategies through a detailed institutional-style due diligence process.

  • Financial Return
  • Intentionality
  • Measurability
  • Reportability
  • Sustainability

CommonGood is committed to identifying investment opportunities that align with investor values. It must create an impact on our communities, society, and the world in a meaningful and measurable way. In the same way that CommonGood vets the investment strategy it also assesses the potential impact created.

  • Management & Governance
  • Character
  • Team
  • Track Record
  • Commitment

CommonGood seeks out long-term relationships with best-in-class asset managers and investing partners. Prior to the establishment of a relationship, CommonGood will thoroughly vet the strategies, investment theses, character, team, track record, and commitment to impact of each of our partners.

Take the Next Step

If you are interested in learning more about our detailed approach to due diligence, please contact us.

Related News

Bridging the Disconnect

Bridging the Disconnect

One of the central missions of CommonGood Capital is to bridge the disconnect between the growing number of investors wanting to see their investments making a positive impact in the world and wealth managers struggling to incorporate these relatively new ideas into...

Impact Investing: From Talking to Doing

Impact Investing: From Talking to Doing

After 5 years of relationship building, we can now assemble a room of over 25 top RIAs from across the country who are trying to figure out how to implement Impact investing into their service offerings. This was not even possible 2 years ago. The rationale for this...