Before you wire a single dollar, you need to know what, and who, you’re investing in. In this episode, Erica and Erin unpack one of the most critical steps in any investment process: vetting alternative investments. They walk listeners through how to evaluate sponsors, structures, assets, and numbers so you can protect your capital, avoid scams, and invest with confidence.

Perfect for beginner investors who want to understand how to approach due diligence without the resources of a big firm, this episode breaks down complex industry practices into an easy-to-follow framework anyone can use.

Listen to Learn:

• What due diligence really means and why it matters

• How to spot red flags, from unrealistic returns to lack of transparency

• The key components of vetting: sponsor, structure, asset, and numbers

• How to create your own due diligence checklist as an individual investor

• When to call in professionals like attorneys or CPAs for an extra layer of review

Tune in to the podcast to learn how to confidently vet alternative investments, avoid costly mistakes, and build a smarter, more secure portfolio.

Alternate Investments Chat socials: 

Facebook, Instagram, YouTube: @alternativeinvestmentschat  LinkedIn: linkedin.com/company/alternativeinvestmentschat  TikTok: @altinvestmentschat 

Parent company socials: 

Facebook, Instagram, YouTube: @invessio  

LinkedIn: linkedin.com/company/invessio/