Congratulations, you’ve made it through the due diligence process and it’s been a few months since you started to raise investment capital. Maybe you’ve acquired some assets, changed management personnel, shifted what assets you are targeting or experienced some other notable changes. Buttonwood offers options to keep your interested parties up to date on all changes, positive or negative.  

Customized Ongoing Updates

Step 1:
Select the frequency of updates: weekly, monthly, quarterly

Step 2:
Send pertinent information to Buttonwood. This information can be anything from details on a newly acquired asset, to new management personnel, to a change in your distribution payments. 

Step 3:
Buttonwood review data: Buttonwood will review the data provided, summarize key details and prepare the information for distribution.

Step 4:
Buttonwood distributes the update: Buttonwood will send the new information to every member of the selling group that originally received your initial Buttonwood Investment Program Review. 

Quarterly Investment Program Updates

Step 1:
Buttonwood requests information: Buttonwood will request information from you on a wide range of topics such as: assets acquired, program financial performance, distribution performance, changes in management, etc. 

Step 2:
Buttonwood produces update report: Buttonwood will review and analyze the information received and produce a 10-12 page update report covering all pertinent changes and information.

Step 3:
Buttonwood distributes the update: Buttonwood will send the update report to every member of the selling group that originally received your initial Buttonwood Investment Program Review.

Annual Sponsor Review Updates

Step 1:
Buttonwood requests information: Buttonwood will request information from you on a wide range of topics such as: sponsor financial statements, prior performance, distribution performance, changes in management, ownership changes, changes in policies and/or procedures, etc.  

Step 2:
Buttonwood updates sponsor review: Buttonwood will review and analyze the information received and update the original Buttonwood Sponsor Review to reflect the new information. 

Step 3:
Buttonwood distributes the updated review: Buttonwood will send the updated sponsor review to every member of the selling group that originally received your initial Buttonwood Sponsor Review as well as to any new recipients you designate.