PERIMETER DESK / RESOURCES
Good questions. Useful guides.
Practical reading and checklists you can use in your next conversation. All resources are open to read.
01Counterparty checks
FIELD GUIDE · 6 QUESTIONS
Verify the people and entities in the transaction
Make a simple map of the parties involved. Understanding each legal entity’s role helps expose missing information and directs questions to the right place.
Read the guide02Investment structure
FIELD GUIDE · 6 QUESTIONS
Direct shares, funds, and SPVs: ask what you own
Start by identifying the exact legal interest offered. Ownership in a vehicle and ownership of company shares may come with different rights and responsibilities.
Read the guide03Private-market fees
FIELD GUIDE · 6 QUESTIONS
Follow every layer of the investment economics
When several entities sit between an investor and a company, several cost layers may also exist. Ask for an explanation of how the full structure affects net proceeds.
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