Due Diligence Checklist for Private Investments
At Eppler Capital Funds, we help investors think clearly about private investment decisions before committing capital. Whether you are reviewing a new opportunity, comparing income strategies, or reassessing how risk and return align with your long-term income needs, our approach emphasizes discipline, transparency, and informed judgment.
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A Practical Framework for Evaluating Private Investment Opportunities
Many investors encounter private offerings without a clear process for evaluating risk, structure, alignment, and income reliability. This checklist is designed to help you slow down, ask the right questions, and assess opportunities objectively.
No pressure.
No product recommendations.
No obligation to invest.
You control the timeline. The checklist provides the structure.
A Structured Approach When Evaluating Private Investments
Every private investment is different. This checklist is designed to support thoughtful evaluation without complexity or sales influence.
Underlying Asset & Cash Flow
Understand what you are investing in, how income is generated, and whether returns are tied to real cash-flowing assets or speculative assumptions.
Risk, Structure & Alignment
Identify concentration risks, key-person exposure, fee alignment, downside scenarios, and whether incentives are structured to favor long-term investor outcomes.
Liquidity, Exit & Communication
Clarify liquidity expectations, exit paths, access to information, and how sponsors communicate during both stable and challenging periods.
About Eppler Capital Funds
Disciplined Income Solutions Built on Trust and Consistency
An income focused alternative investment firm designed to support investors seeking predictable monthly distributions and capital preservation. We emphasize consistency over volatility, discipline over speculation, and transparency in every investor relationship.
Your Partner in Income Oriented Portfolio Planning
Investors We Commonly Support
We understand that every property — and every reason for selling — is different. Our goal is to meet you where you are, provide clarity, and create a solution that fits your life and goals.
Pre Retirees Planning Income Transition
For those preparing to replace earned income with reliable monthly distributions.
Retirees Focused on Income Stability
Support for maintaining consistency while protecting principal.
Investors Seeking Diversification Beyond Markets
Guidance for reducing reliance on traditional stock and bond exposure.
A Thoughtful Starting Point for Better Investment Decisions
Download the Due Diligence Checklist for Private Investments and use it as a reference whenever you are evaluating a new opportunity.