Reuben AI

    Resource Hub

    The six levels, one at a time

    Every private markets decision sits on six levels at once: asset, deal, vehicle, fund, manager and portfolio. This series takes them one at a time, in short pieces worth reading to the end.

    The six levels, linked in one record

    Asset or portfolio company

    The business, property or loan itself.

    What to check

    Business quality, cash flows, collateral, management, legal and operational risk.

    Typical evidence gaps

    Unaudited figures, missing contracts, unverified management claims.

    Receives from below

    Source documents and evidence directly.

    Passes up

    Findings, risks and open questions on the underlying business, property or loan. Next: deal.

    More from Reuben AI