How’s your fund’s investment process structured?

How’s your fund’s investment process structured?

Curious how other shops run their end-to-end investment process — from sourcing and screening to DD, IC, and closing.


 

At my fund (mid-market private debt), it’s pretty memo-driven and linear: deal team sources, runs a shortscreen, then two IC stages before close. Talking to friends in infra and secondaries, it sounds like their setups are totally different, more slide-based, heavier on pre-IC alignment, and sometimes three or more formal gates. Would love to hear all 


 

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