Get to Know perfORM Due Diligence Services

Independent, flexible and practitioner-led Operational Due Diligence (ODD) for  Allocators, Investment Managers and Service Providers worldwide.

perfORM Due Diligence Services (perfORM) is an award-winning provider of operational due diligence services. Our clients are global and diverse, including Investment Managers, Allocators (e.g., Family Offices/Multi-Family Offices, Private Banks, Wealth Managers, Funds of Funds, Asset Managers, Pension Funds, Endowments, Foundations) and Third Party Service Providers.

What Is Investment Manager Operational Due Diligence (ODD)?

ODD provides a risk assessment of the internal controls, operations, infrastructure, people and trustworthiness of a firm, and/or fund, supported by independent verification where possible. The findings of the ODD process are used to make informed decisions about whether to move forward with the investment or transaction, and to identify any areas that may require additional attention or corrective action.

Why perfORM?

perfORM was founded by industry practitioners and brings 150+ years of combined ODD experience. Since inception in late 2019, the team have completed hundreds of ODD reviews.

Asset Class Coverage

perfORM conducts operational due diligence across a broad asset class spectrum including:

• Hedge funds
• Private equity and private credit
• Real estate and direct lending
• Venture capital
• Long-only strategies
• Digital assets/crypto

A Trusted Operational Due Diligence Partner

In today’s complex investment environment, operational risk remains high on the agenda. perfORM provides “operational conviction” needed for safe and transparent decision making

perfORM is your due diligence partner.

Watch our video to learn more about how our practitioner-led ODD protects clients: