Stand out from the Crowd

Since 2008 We have searched for companies in the Alternative Investment Sector to present to the RIA/Family Office Community.  We understand that a large percentageof RIA Firms do not have extensive Due Diligence departments.  

We target companies that have extensive succesful track records in their field.  We require that these companies hve thorough Due Diligence Packets that can be sent to RIA Offices.  Our next requirement is that these sponsors will commit to participating in complete education systems for the RIAs in both their projects but in the investment area of their project.

Once we find an RIA with interest in an investment area such as Opportunity Zones we require that he/she schedule a conference call with a principal of our sponsoring company.  That call is to cover the basic structure of the investment vehicle and also the specifics of their project.  we will handle any additional calls, site visits, etcwith the RIA so that he/she will have one point of contact to avoid delays in communication between the RIA and a busy company exec.

Bulldog works on marketing contracts with the sponsoring companies and there is no charge to the RIAs.

Our approach to selecting companies to represent started many years before arriving at our current approach.  It began in the broker dealer system.  Over the years I watched the extensive Due Diligence slowly degenerate to relying more and more on third Party Due Diligence  reports.  These reports became more and more general to avoid liability and also became more and more expensive.  Broker Dealers became dependent on these reports and began requiring them to consider sponsors.  All of this added ever increasing costs to the sponsors  which adversely affected the quality of the projects being offered by sponsors/  Along the way the Broker Dealer community became more and more concerned with their bottom line which lessened their concern for the investor.  It became more and more apparent that the fiduciary duty accepted by RIAs had become more and more important to providing appropriate and significant benefit to the investor.  Our method of requiring and checkingof a sponsor's track record of accomplishments and acceptable returns is a much better yardstick than an over priced vague report.

Presently the government and investment community is pushing another report  called ESG.  We at Bulldog have seen these reports and their requirements as very vague and constantly changing, so much so as to be less than helpfull.  These reports and scores are created by three companies designated by someone as qualified..  We feel as concerned advisors should factor in the environment as one of the considerations for the value of a potential investment but we think that is a pretty obvious factor.  The Social and Government portions of ESG have not been well defined.