RIETBERG PARTNERS — SAMPLE INTRODUCTION BRIEF

Illustrative format · 2 October 2026

Illustrative format. Not an actual manager, mandate or investment opportunity.

No manager information has been received or assessed for this sample.

Strategy focus: Market-neutral digital assets
Relationship sought: External manager mandate
Evidence requested: Live history and supporting records
Review scope: Performance, capacity and operating constraints
Identity disclosure: Mutual interest and agreed terms

1. Mandate fit
Status: Illustrative parameters
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?

2. Manager-supplied information
Status: No submission represented
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?

3. Evidence reviewed
Status: Not assessed in this sample
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?

4. Limitations
Status: Scope must be explicit
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?

5. Outstanding questions
Status: For independent diligence
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: identities would be shared only after mutual interest and agreed terms. The fee payer, calculation basis and material relationships would be disclosed separately before an introduction.

A brief is not a certification, investment recommendation or substitute for independent due diligence.

https://rietberg-partners.com/sample-brief/