Over the years, Clearglass has developed a process to become a leading expert in operational due diligence. We have been sought out to tackle the most complex kinds of operational and investment due diligence's.

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Who we serve

We work with family offices, hedge fund of funds, high-net worth individuals, hedge funds, private equity, real estate funds, registered investment advisers, endowments and foundations, asset allocators, and other investors.

For each client, we start a dialogue to make sure primary concerns are completely understood. We work with investors to set goals in order to provide our clients with the information needed to make informed investment decisions. On the fund side, we help identify the weaknesses in fund operations. Then we work with our clients to mitigate them.

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What we do

For us, operational due diligence is more than just a findings reports. It’s about providing ongoing advice beyond the initial review. We takes a deep dive into every aspect of operations and sets periodic assessment triggers to ensure our due diligence remains up-to-date.

We use industry leading practices to analyze complex investment structures and operating environments. In addition, we have our own comprehensive tools and methodologies built in to our processes. Proprietary due diligence reveals the operations information you need based on industry best practices.

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How we do it

Clearglass relies on decades of deep industry experience in numerous areas, including investment management, operations, technology, compliance, finance, fund administration, prime brokerage and more. Our experience enables us to understand “the big picture” for every due diligence review. We also don’t believe in a one-size-fits-all approach.  That’s why we customize each review based on our client’s needs, scope and objective.

Areas of expertise

•   Strategy and Asset Suitability

•   Manager Background

•   Policies and Procedures

•   Fund Structure

•   Corporate Governance