HOW DUECAP WORKS

A defined part of your investment workflow, handled externally.

DueCap works as an extension of a lean investment team. You keep investment judgment, relationships, and authority. We take responsibility for the agreed-upon analytical and operating work around the decision process.

No platform implementation. No need to outsource the whole investment function. Start with the part of the work that is consuming attention today.

THE OPERATING MODEL

External capacity without turning the investment process into someone else's process.

The goal is not to impose a new methodology on the investor. DueCap fits around the way the team already evaluates opportunities, makes decisions, and monitors selected portfolio companies.

01 — DEFINED SCOPE

We own agreed-upon work.

Senior time disappears into first reviews, document requests, meeting prep, and follow-up that could be structured elsewhere.

02 — INVESTOR CONTEXT

Your criteria shape the work.

Repeated work becomes more useful when we understand the mandate, evidence standards, risk concerns, and the way your team decides what deserves attention.

03 — HUMAN HANDOFF

The output ends in a decision point.

Analysis matters only if it helps the investor know what to ask, what to verify, what to stop, and where more time or capital may be justified.

START WHERE THE NEED IS

You do not need to buy a fully outsourced investment office.

DueCap can enter the workflow at the point where additional capacity or an independent review is useful. The relationship can remain narrow or expand only if the work earns its place.

ENTRY POINT

One Opportunity

Use DueCap for a live company you are considering when you need a disciplined first review before committing more senior time.

Screening and evidence review

Contradictions and missing information

Founder questions

Next-step assessment

RECURRING WORKFLOW

Active Pipeline

Use DueCap when the recurring work around opportunities is becoming an operating burden for a small investment team.

Intake and triage

Follow-up and evidence requests

Meeting preparation

Decision and pipeline discipline

POST-INVESTMENT

Selected Portfolio Company

Use DueCap when an investor wants an independent current view before a board discussion, follow-on decision, or deeper management conversation.

Current evidence review

Risk and change assessment

Management questions

90-day watchlist

WORKING RHYTHM

A simple operating cadence, designed around real work.

The process is deliberately lightweight. The objective is to create continuity and accountability without creating another layer of administration for the investor.

01

Define the boundary

Agree on what DueCap will handle, what remains internal, the expected turnaround, and the point at which work should be escalated.

02

Share context

Provide the relevant mandate, criteria, historical decisions, materials, or portfolio context needed to make the work useful.

03

We execute

DueCap performs the agreed analytical and operating work, using the investor's existing systems and information where practical.

04

Escalate what matters

Unresolved evidence, material contradictions, decision risks, or stalled actions are surfaced rather than buried in the process.

05

Hand back the decision

The investor receives a clear view of what changed, what remains open, and what the next decision or action should address.

For ongoing work, this rhythm can repeat weekly, monthly, quarterly, or around live decision events. The cadence follows the investor's actual workflow rather than a fixed subscription template.

CONTEXT COMPOUNDS

We take responsibility for the defined work, not the investment decision.

DueCap is designed to sit inside the investor's existing process. You retain conviction, founder judgment, portfolio construction, and final investment authority. We take on the agreed-upon analytical and workflow work related to those decisions.

Investment mandate

Stage, geography, sectors, ownership preferences, check size, and the kinds of opportunities that should or should not consume time.

Decision criteria

What has to be true for an opportunity to advance, what evidence the team expects, and which risks deserve immediate escalation.

Past decisions

Reasons prior opportunities advanced, stalled, or were rejected can help make future screening and follow-up more consistent.

Communication preferences

How the team wants issues summarized, when senior attention is needed, and what should remain in the working layer.

THE PRACTICAL EFFECT

Less re-explaining. Better preparation.

In a recurring relationship, DueCap should become easier to use because the team does not need to rebuild the investment context from zero for every opportunity.

The desired outcome is not “DueCap thinks like us.” It is “DueCap knows enough about how we invest to prepare the work we actually need.”

RESPONSIBILITY BOUNDARY

Clear ownership is more important than a long service list.

The exact split can vary by client, but DueCap is designed to take responsibility for preparation and workflow while leaving investment authority with the investor.

ACTIVITY / DUECAP / INVESTOR

Initial opportunity review

Materials, consistency, evidence, risk questions

Can own

Reviews / decides next step

Evidence requests & follow-up

Missing information and open questions

Can coordinate

Sets boundaries / joins when needed

Founder or management preparation

Questions, unresolved assumptions, meeting context

Can prepare

Owns relationship and conversation

Capital allocation

Check size, reserves, follow-on capital, portfolio construction

Does not own

Owns

Portfolio oversight preparation

Change review, risk questions, attention signals

Can own

Uses output in board / investor decisions

Investment conviction

Whether the opportunity should be funded

Does not own

Owns

ENGAGEMENT FORMATS

The relationship can stay narrow, or become recurring when the workload justifies it.

The model is deliberately modular. A client should not need to commit to broad outsourcing before the first piece of work proves useful.

PROJECT

Single Engagement

A defined piece of work around one opportunity or one portfolio company.

Clear scope and deliverable

No ongoing commitment

Useful for a live decision

Natural first test of the relationship

RECURRING

Ongoing Investment Support

DueCap handles a repeatable part of the investment workflow across an active pipeline.

Recurring intake and screening

Follow-up and decision support

Defined service cadence

Accumulating investor context

POST-INVESTMENT

Portfolio Review Cadence

Periodic independent review for selected companies where additional investor visibility is useful.

Quarterly or event-driven

Risk and change tracking

Management questions

Investor attention summary

PRACTICAL OPERATING STANDARDS

Built to fit inside an investor's working environment.

For an external team to be useful, the basics have to work: confidentiality, speed, clear communication, and low administrative friction.

Confidential by default

Deal materials, investor criteria, portfolio information, and working outputs are treated as confidential information and are not used publicly without explicit permission.

Work with existing systems

The objective is not to force a new CRM, data room, or reporting platform. DueCap should adapt to the client's existing workflow wherever practical.

Escalate instead of hiding uncertainty

When evidence is insufficient or judgment is required, the issue should be surfaced clearly rather than converted into artificial certainty.

Keep senior time focused

The working layer should absorb preparation, coordination, and synthesis so senior investors spend more of their time on the decisions and conversations that require them.

Start with one opportunity.

There is no need to adopt a broad outsourced model upfront. Send a live deal and evaluate the quality of the work first. If the relationship proves useful, we can discuss what else should be delegated.