Rietberg Partners / Sample document
An introduction brief.
A working format for a focused introduction: the potential fit, the information supplied, the review scope and the questions still open.
Illustrative format. Not an actual manager, mandate or investment opportunity. No manager information has been received or assessed for this sample.
01 / Illustrative parameters
Mandate fit
A market-neutral digital-asset strategy for an external manager mandate. Investment horizon, liquidity, implementation and capacity requirements would be agreed with the allocator.
Why is this team relevant to this particular mandate?
02 / No submission represented
Manager-supplied information
Strategy description, operating structure, live or simulated history, stated capacity and manager disclosures. Each item would carry a source and date. This sample contains no actual manager information.
What did the manager provide, and when?
03 / Not assessed in this sample
Evidence reviewed
For each claim: the period covered, named supporting records, review date, work performed and its limitations. No performance, execution or capacity claim has been assessed for this sample.
What was examined, against which source and for which period?
04 / Scope must be explicit
Limitations
An entity-registration check does not establish a return history, execution quality or strategy capacity. Live and simulated records must remain distinct, and gaps must be visible.
What does the review leave unestablished?
05 / For independent diligence
Outstanding questions
Unreconciled records, missing periods, costs and leverage assumptions, liquidity and capacity constraints, and ownership or commercial relationships would be listed explicitly.
What must the allocator still resolve?
Disclosure and next steps
Anonymised information supports an initial assessment of fit. Identity disclosure requires mutual interest and agreed terms. The fee payer, calculation basis and relevant ownership or economic relationships are disclosed separately before an introduction proceeds.
A brief is not a certification, an investment recommendation or a substitute for the allocator’s independent due diligence. Missing records and unresolved questions must remain visible.