INVESTORS & ADVISORY FIRMS
Institutional investors hire Shadmoor to manage their operational due diligence needs. Shadmoor provides co-sourced solutions to identify and remediate operational risks prior to initial investment and ongoing monitoring for the duration of the investment. Shadmoor’s investor universe includes: institutional investors, family offices, fund of funds, high net worth individuals, advisory firms, and wealth management platforms.
Investment managers hire Shadmoor to complete mock operational due diligence evaluations, identification and selection of service providers, investor relations communications, creation of due diligence questionnaires, and general start-up consulting. Shadmoor's expertise is assisting investment managers with the communication of their operational robustness to prospective investors.
THIRD-PARTY MARKETING FIRMS
Third-party marketing firms hire Shadmoor for independent operational risk assessments of investment managers and their funds prior to the execution of a marketing engagement.