Institutional Diligence
What initial institutional screening actually covers
8 April 2026 · 7 min read
Initial screening is narrower than full diligence. Knowing the difference helps both sides use time well.
Initial screening is a filtering exercise. Institutions are typically confirming strategy fit, fund size, geography, team stability and whether the manager is plausibly investable within their programme constraints.
Full diligence — operational review, reference calls, legal review, track record verification — comes later and is materially more demanding.
FundIQ organizes information relevant to the first stage. It does not verify all statements and does not replace independent diligence.
Disclosure
FundIQ provides information-management infrastructure. It does not provide investment, legal, tax or regulatory advice; rate, certify or recommend managers or funds; conduct placement, brokerage or solicitation activity; or replace independent institutional diligence. Profiles may include information derived from public sources and information submitted by manager representatives. Users remain responsible for independently confirming all information before making an investment or commercial decision.