Buttonwood Due Diligence

What is Buttonwood+❓ It's... 👉 Due Diligence 👉Education 👉Testing 👉Rep/Advisor Training 👉Data Rooms and More! Do you want to see the documents being referenced in our review? Access them right there! 📃 Do you want to learn more about the asset type of the offering? Watch a short video! 📽 Do you want to hear a discussion between Buttonwood and the sponsor discussing the program and answering questions? Watch our Buttonwood Overview Video 📽 Do you want testing for your reps and advisors before they offer this to their clients? Have them take an asset based and program specific test! ✅ On-going Due Diligence on the private programs? Yes please! Do you want custom training for your reps and advisors? We've got you covered! 🤓 Everything related to the program is right here at your fingertips. Individual user profiles to log and track activity for compliance and audit trail purposes. Contact us today for a demo or log in now to access the future of due diligence. Access is FREE for our BD/RIA/Family Office partners! Buttonwood+ services are included with all of our third-party reviews, so tell the sponsors you work with that you want a Buttonwood report! #alternativeinvestments #duediligence #brokerdealer #RIA #wealthadvisor #registeredrepresentative #assetmanagers #fiduciary

Are you looking to raise capital in the BD and RIA channel? Are you tired of the pay-to-play, tiered sponsor structure of most conferences? Are the large crowds making it hard to tell your story and know who's actually interested in learning more? Then check out The Buttonwood Conference! 👉 Limited Sponsors *further limitations of asset types 🚫No Sponsor Tiers! (arguably THE BEST conference for emerging sponsors or those with a story to tell!) *everyone pays the same fee for the same opportunity 👥Small Group Discussions *time with ALL attendees to answer questions and get deeper into your story 🥳Off-Site Social Events *experience deeper conversations and connections in a relaxed social atmosphere ⬇️Post Conference Download *Feedback and list of who's interested in further conversations Check out our page to learn more about this once a year opportunity! 🔗 in comments #alternativeinvestments #conference #capitalraising #retailchannel #brokerdealer #RIA #familyoffice #assetmanagers

Are you looking to raise capital in the BD and RIA channel? Are you tired of the pay-to-play, tiered sponsor structure of most conferences? Are the large crowds making it hard to tell your story and know who's actually interested in learning more? Then check out The Buttonwood Conference! 👉 Limited Sponsors *further limitations of asset types 🚫No Sponsor Tiers! (arguably THE BEST conference for emerging sponsors or those with a story to tell!) *everyone pays the same fee for the same opportunity 👥Small Group Discussions *time with ALL attendees to answer questions and get deeper into your story 🥳Off-Site Social Events *experience deeper conversations and connections in a relaxed social atmosphere ⬇️Post Conference Download *Feedback and list of who's interested in further conversations Check out our page to learn more about this once a year opportunity! 🔗 in comments #alternativeinvestments #conference #capitalraising #retailchannel #brokerdealer #RIA #familyoffice #assetmanagers

🔦 New Report Alert! Check out our newest alternative investment review of Madison Capital Group Holdings, LLC - Madison Argent Investors. Included is a - Summary Review (think quick overview before you dig into the PPM or our full DD review) - Rep/Advisor Test (let 'em show you they know it!) - Data Room - Educational Videos And of course, our in-depth, easy to read, deep dive, full due diligence review! 🔍 Access the review and all the extras at no charge on our BW APEX platform at www.ButtonwoodDD.com Available for Broker Dealers, Registered Investment Advisors, Family Offices, Wealth Advisers, Registered Representatives, and other approved users. Sign up today to access all of our 3rd party alternative investment reviews. #alternativeinvestments #duediligence #multifamilyinvesting #development #Investmentduediligence #brokerdealer #RIA #wealthadvisor #familyoffice

🔦 New Report Alert! Check out our newest alternative investment review of The Becker Organization - Salisbury NC Industrial TIC. Included is a - Summary Review (think quick overview before you dig into the PPM or our full DD review) - Rep/Advisor Test (let 'em show you they know it!) - Data Room - Educational Videos - Coming soon - Product Discussion Video with the sponsor and BW's Steve Ogrin And of course, our in-depth, easy to read, deep dive, full due diligence review. 🔍 Access the review and all the extras at no charge on our BW APEX platform at www.ButtonwoodDD.com Available for Broker Dealers, Registered Investment Advisors, Family Offices, Wealth Advisers, Registered Representatives, and other approved users. Sign up today to access all of our 3rd party alternative investment reviews. #alternativeinvestments #duediligence #alts #investmentresearch #brokerdealer #1031exchange #tennantincommon

🔦 Report Alert! Check out our newest alternative investment review of the Madison Capital Group Holdings, LLC Madison 12 Mile Investors LLC. Included is a - Summary Review (think quick overview before you dig into the PPM or our full DD review) - Rep/Advisor Test (let em show you they know it!) - Data Room - Educational Videos (considerations for 506b vs c, multifamily investing, development investments) And of course, our in-depth, easy to read, deep dive, full due diligence review. Access the review and all the extras at no charge on our BW APEX platform at www.ButtonwoodDD.com Available for Broker Dealers, Registered Investment Advisors, Family Offices, Wealth Advisers, Registered Representatives, and other approved users. Sign up today to access all of our 3rd party alternative investment reviews. #alternativeinvestments #duediligence #alts #investmentresearch

Who's registering? 👇 👇 We are! 🙌 Why should you get registered to be a presenting sponsor⁉️ I'm so glad you asked! 😀 Our conference is thoughtfully and intentionally designed to provide a highly valuable experience for ALL of our attendees, sponsors included! Presenting Sponsors benefit from: ✅ Sponsor Quick-Pitch Presentation - 10 min ✅ Small Group Presentations/Q&A- 15min with EACH small group of BD/RIAs to answer questions and give more details (75 min total) ✅ 🚢 Off-Site Group Events designed to create a relaxed and fun atmosphere for networking and social engagement ✅ Limited Attendance to facilitate in-depth discussions and networking ✅ Diverse BD/RIA/Family Office firms ✅ Limited Presenting Sponsors ✅ Limited Offering Types for diversity and better engagement 📩 Reach out today to learn more about how you can join us in June! Learn more on our conference page 🔗(link in comments) The Buttonwood Conference 2025 June 23-25, 2025 La Jolla-Torrey Pines, CA #alternativeinvestments #duediligence #networking #assetmanager #commercialrealestateinvesting #oilandgasinvesting #fundmanager #investmentresearch #REIT #DST #1031Exchange #brokerdealer #retailinvestors #registeredinvestmentadvisor #familyoffice

It's coming! Don't miss THE conference of the year! 👉 The Buttonwood Conference 2025 👈 Add your name/company to our Interest List and we'll reach out when registration officially opens. Who: 🌟 Sponsors looking to raise capital through BD/RIA/Family Offices 🌟Registered Investment Advisors 🌟Broker Dealers 🌟Family Offices When: June 23 - June 25, 2025 Where: The Hilton La Jolla-Torrey Pines (CA) What: Only the industry's best conference experience! The perfect blend of due diligence, networking, education, and enjoyment. Check out our website for more details. Quick Pitch-Style Presentations Small Group Sessions - better engagement, more information Social Events - designed to take you outside the conference room to engage as people Limited Attendees - Intentionally smaller to maximize engagement and interactions. **Registration is by invitation only. This is a limited attendance event - so get your name on the list early for the best chance at securing your spot! Learn more at https://lnkd.in/ggECH3Ch

Happy Holidays from the Buttonwood family!

Full in-depth Investment Due Diligence review - ✅ Summary/Investment Committee report - ✅ Educational videos - ✅ Testing for reps/advisors on both the offering and the asset class - ✅ Data Room - ✅ See our review of the latest Time Equities, Inc. program. Available for free along with our full suite of Buttonwood+ services on the BW APEX platform. Create an account or log in today! *available to approved users only - BDs, RIAs, registered representatives, wealth advisors, family offices. Looking for insightful, easy to read and understand, thorough due diligence on alternative investments? Need support for training your reps/advisors on the alts on your platform? Do you need support with On-Going Due Diligence? Contact us today to learn about our many services and custom solutions to your alternative investment due diligence needs! Link in comments. #alternativeinvestments #duediligence #RIA #brokerdealer #wealthadvisors #financialadvisors #investmentresearch