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Operational Due Diligence in Private Equity: A Practitioner's Guide to Assessing Managers, Mitigating Operational Risk, and Building an Institutional
Paperback
Series: The Private Markets Career Guides
Publisher: Independently Published
Published: Jul 14 2026
Pages: 164
Weight: 0.50
Height: 0.35 Width: 6.00 Depth: 9.00
Language: English
Most private equity funds that fail do not fail because someone picked the wrong deal. They fail because of how the fund was run - commingled cash, unchecked valuations, an overwhelmed finance function, a service provider that existed only on paper. Operational due diligence is the discipline that finds these problems before they cost investors everything.
Operational Due Diligence in Private Equity is a complete, practical guide to the work allocators do when they look past the track record and examine how a fund is actually run. It is written for the professionals who protect institutional capital: ODD analysts, investment teams, fund-of-funds and consultant staff, family offices, and the fund managers who must satisfy them.
Across fifteen focused chapters, you will learn how to:
- Build a repeatable review framework and rating model
- Assess firm ownership, governance, and key-person risk
- Read fund legal documents and expense practices with an operational eye
- Evaluate the finance function, administration, custody, and cash controls
- Test valuation governance in illiquid assets
- Scrutinize auditors, compliance, cybersecurity, and business continuity
- Run an on-site visit, write the report, and monitor the manager over time
With realistic examples, common mistakes, practitioner's tips, a master questionnaire, a red-flag register, and a new-analyst action plan, this is the guide the field has needed - whether you are entering operational due diligence or sharpening a program you already run.
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