For reference only. GP-free content (mostly).
Education
Accredited Investor Insights
Technical deep dives into syndication financials made palatable.
Limited Partner (LP) Investing Lessons
Encyclopedic overview of due diligence lessons for LPs.
Passive Pockets
Extensive collection of podcasts, articles, and investor education videos.
Schwab Online Learning Series
Covers portfolio theory and all types of asset classes (including PE). Great as a foundational series, or a refresh.
Investor Forums
Passive Pockets
Private LP forums covering GP and deal reviews, red flags, and all LP-related topics.
AI-Powered Due Diligence Tools
Passive Advantage
AI-powered and comprehensive; source data and methodology are accessible and easy to verify.
Limited Partner (LP) Investing Lessons
Simple, quick, and easy. Generates a nice summary of the investment and list of possible red flags and follow-up questions. Does not provide deep metric analytics, but does provide a comparative list that is useful for benchmarking.
Vyzer IC
AI-powered, comprehensive; source data and methodology are not as readily transparent.
Vyzer GP Check
Background information based on Vyzer performance records, regulatory filings, and market intelligence.
Investment Tracking Tools
Vyzer
AI-assisted to better understand and track the complexities of syndicated investments.
GP & Deal Directories
Limited Partner (LP) Investing Lessons
Free online matching tool to easily find and be notified of deals that suit the investor’s criteria. Also includes GP profiles, track records, and tracking tools.
Passive Pockets
Online directory and ongoing deal review series.
Invest Clearly
Online, verified LP reviews.
Background Checks
Accurint (by LexisNexis)
Public records search to help verify identities, conduct investigations and detect fraud.
TLOxp (TransUnion)
Intelligence from public, proprietary and alternative data source.
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And You?
What should be added or removed? What’s your experience? Share in the comments below.