Central source to coordinate all manager information and analysis
► Manager presentation, DDQ and Letters
► Manager Update Call Notes (NDA required)
► Historical performance versus benchmarks/peers
► Correlation analysis versus benchmark/peers
► Manager's audited financial statements
Facilitate the document preparation and submission process
► Subscription agreement
► Limited Partnership agreement
► Anti-Money Laundering review (AML)/ KYC (Know Your Customer)
Oversee the client on-boarding process
► Provide client online access to iCapital (Addepar) for valuation
► Confirm investment activity
Monitor performance and provide logistical support
► Manager webinars
► KCM Monthly webinars
► Manager conferences
► Information on new products and funds