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

Interview with a Financial Advisor

Interview with a Financial Advisor

One of our most importantĀ tenetsĀ at CommonGood is to intentionally pursue a diverse spectrum of perspectives from as many angles of the Impact Investing industry as possible. To this end we regularly reach out to investors, fund managers and of course - financial...

I HAVE A BEAN

I HAVE A BEAN

Whether helping RIAs create deeper, more meaningful intergenerational relationships with their clients, creating alignment with investor capital and the local and global opportunities they care about, and being a source of advice and implementation of innovative...