Ask the right questions before you invest, and you avoid the deals that lock up capital for years. L5 Legacy Capital, a veteran-led firm in Frisco, Texas, investing in Texas and Louisiana, gives you four free tools to do it: the Sponsor Due Diligence Checklist, the Veteran's Guide, the Investor Education Webinar and a monthly newsletter.
Because they evaluate the deal the way the sponsor presents it: they read the pitch deck the sponsor wrote and decide on feel. No checklist, no comparison, no idea which questions matter most.
These resources are the opposite. They hold the same first-pass questions we use when we review about 100 deals to choose the two to five that work. Use them on anyone, including us.
The Sponsor Due Diligence Checklist is a printable worksheet with the questions experienced investors ask any sponsor before they invest. It covers track record, whose money goes in first, fees and the waterfall, the downside case, debt, reporting, and more.
Written by two U.S. Army veterans for military families and veterans transitioning to private wealth building.
Get the Veteran's Guide →On-demand session hosted by Byron Kizzie walking through private real estate, value creation and an L5 case study.
Watch the Webinar →