At Willow Wealth, we offer a diverse range of unique private market investment opportunities that offer potentially attractive benefits to investor portfolios. However, before an offering makes it onto the Willow Wealth platform, it must undergo a stringent multi-step vetting process, designed to holistically review an investment opportunity from various risk lenses, with the goal of minimizing the likelihood that an offering on the platform will fall short of its initial expectations.
Our multi-step curated process is the reason that most investment opportunities we evaluate may never make it onto the platform. In fact, since 2018, less than 10% of all investment opportunities presented to Willow Wealth made it onto the platform.
The vetting process includes five stages:
Originations & Screening
Diligence
Assessment
Committee Review
Investor Decision