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The Equity Check Framework

The Equity Check Framework

Spend five days learning how to evaluate sponsor incentives, downside risk, and accountability before considering projected returns.

Explore below ↓
01

Day 1: Underwriting philosophy

An introduction to the questions and evidence that should come before a return projection.

02

Day 2: Alignment

A 30-second investor-first test for understanding whose economics come first.

03

Day 3: Structure

Why structure can matter more than a projected return.

04

Days 4 and 5

The private-market traps that cause the most frustration, followed by two practical paths for capital allocation.

Put it into practice

Evaluate the evidence in front of you.

Use the sponsor scorecard

Private investments are high-risk and illiquid. Investors should review the governing documents and consult their own qualified advisers.

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