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completing RFIs and DDQs

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Request
Investment_Manager_DDQ.docx10 questions
ATLAS CAPITAL ADVISORS

Institutional Investment Due Diligence

Investment Manager Questionnaire · For Completion

Due Diligence Questionnaire

Investment Manager Review

Question 1

Describe the firm’s ownership structure, regulatory registrations, and assets under management.

Manager Response:

Question 2

Describe the firm’s compliance program, including oversight, testing, and the process for identifying and managing conflicts of interest.

Manager Response:

Question 3

Describe the firm’s information security and cybersecurity program, including access controls, employee training, monitoring, and incident response.

Manager Response:
Source documents
Compliance Manual.docx
Form ADV.pdf
Cybersecurity Policy.pdf
Business Continuity Plan.pdf
Firm Overview.pptx

Returned in the same format

Completed
Investment_Manager_DDQ_COMPLETED.docx10 questions
ATLAS CAPITAL ADVISORS

Institutional Investment Due Diligence

Investment Manager Questionnaire · For Completion

Due Diligence Questionnaire

Investment Manager Review

Question 1

Describe the firm’s ownership structure, regulatory registrations, and assets under management.

Manager Response:

The firm is a privately held registered investment adviser with approximately $8.4 billion in assets under management. The firm is majority owned by members of senior management and operates through a single registered advisory entity.

Question 2

Describe the firm’s compliance program, including oversight, testing, and the process for identifying and managing conflicts of interest.

Manager Response:

The firm maintains a written compliance program overseen by the Chief Compliance Officer. Policies and procedures are reviewed annually, compliance testing is conducted throughout the year, and identified conflicts are documented, escalated, and managed under written procedures.

Question 3

Describe the firm’s information security and cybersecurity program, including access controls, employee training, monitoring, and incident response.

Manager Response:

The firm maintains a written information security program that includes role-based access controls, multi-factor authentication, employee security training, ongoing monitoring, vulnerability management, and documented incident-response procedures.

10 / 10 answeredCompleted

MyFinRFI transforms how firms complete RFIs and DDQs, eliminating manual research, answering, and copy-and-paste work while producing the finished document they need to deliver.

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Questions answered

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Pages analyzed

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“We had a 180-question diligence request come in on a Friday afternoon. Normally that becomes a weekend project. We had a reviewable first draft back to the team in under an hour.”
Director of Due Diligence, Alternative Investment Manager

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Complete RFIs & DDQs

Upload the questionnaire and the documents that contain the answers. MyFinRFI completes the document for you.

Broker-Dealer Diligence · Excel
Alternative_Product_DDQ.xlsx64 questions
HARRISON SECURITIESAlternative Investment Product Review
#Due Diligence QuestionSponsor Response
33.4Describe the valuation methodology used for illiquid assets.Illiquid assets are valued quarterly under a written policy, with third-party review of all Level 3 positions.
45.2Identify all dealer-manager compensation payable in connection with the offering.Dealer-manager compensation consists of a 1.5% managing broker-dealer fee and reallowable selling commissions described in the offering materials.
57.1Describe the liquidity provisions available to investors, including any limitations.Quarterly repurchases are offered at NAV, limited to 5% of outstanding shares per quarter and subject to board discretion.
Product ReviewRequired Documents
64 / 64 answeredCompleted

Keep the format they sent you

The document comes back in the structure, branding, question order, and response format you received.

Operational Diligence · Excel

Original

Operational_Risk_Questionnaire.xlsx
STERLING DUE DILIGENCE PARTNERSVendor & Operational Risk Review
Control IDRequirementResponse
SEC-04Is multi-factor authentication required for privileged accounts?
BCP-07Describe annual disaster recovery testing.
DATA-03Describe encryption standards for data at rest.
Security QuestionnaireEvidence

Completed

Operational_Risk_Questionnaire_COMPLETED.xlsx
STERLING DUE DILIGENCE PARTNERSVendor & Operational Risk Review
Control IDRequirementResponse
SEC-04Is multi-factor authentication required for privileged accounts?Yes. MFA is enforced for all privileged and remote access under the access-control policy.
BCP-07Describe annual disaster recovery testing.A full failover exercise is performed twice annually, with remediation items tracked to closure.
DATA-03Describe encryption standards for data at rest.Data at rest is encrypted with AES-256; keys are managed under a documented key-management standard.
Security QuestionnaireEvidence

Original structure preserved

The answers are already in your documents

Upload the materials assembled for the deal. MyFinRFI reads them together and uses that information to complete the memo.

Private Credit · Credit Memo · Word

Your document

REDWOOD PRIVATE CREDIT
Credit Memorandum
Borrower: Apex Industrial ServicesTransaction: Senior Secured Term Loan
Transaction Overview
Key Credit Strengths
Covenant Summary
Recommendation

Source documents

Confidential Information Memorandum.pdf
Quality of Earnings.pdf
Historical Financials.xlsx
Debt Schedule.xlsx
Management Presentation.pptx
Customer Concentration.xlsx

6 source documents uploaded

Completed

REDWOOD PRIVATE CREDIT
Credit Memorandum
Borrower: Apex Industrial ServicesTransaction: Senior Secured Term Loan
Facility
$75.0MM
Revenue
$142.6MM
Adj. EBITDA
$24.8MM
Total Leverage
4.1x
Interest Coverage
2.3x
Sponsor
Harbor Peak
Transaction Overview

$75.0MM senior secured term loan supporting Harbor Peak Capital’s acquisition of Apex Industrial Services, priced at S+525 with a 5-year maturity.

Key Credit Strengths

Contracted maintenance revenue of 71%, a diversified blue-chip customer base, and 4.1x leverage against a 4.5x covenant.

Recommendation

Approve as presented, subject to the conditions outlined in the covenant summary.

One click turns the source material into the finished document

Once the tracker and source documents are uploaded, start the run. MyFinRFI completes the working file for you.

M&A · Diligence Tracker · Excel

Your document

Project_Meridian_Diligence_Tracker.xlsx126 requests
HARBOR RIDGE PARTNERSProject Meridian · Buyer Diligence
IDRequestManagement ResponseStatus
FIN-04Provide revenue by customer for the last three fiscal years.Open
LEGAL-08Describe all material pending litigation.Open
COMM-03Identify contracts representing more than 5% of revenue.Open
Request ListData Room Index

Source documents

Confidential Information Memorandum.pdf
Historical Financials.xlsx
Customer Contracts.pdf
Quality of Earnings Report.pdf
Management Presentation.pptx
Organizational Chart.pdf

Harbor Ridge Partners · Project Meridian

Project_Meridian_Diligence_Tracker_COMPLETED.xlsx
HARBOR RIDGE PARTNERSProject Meridian · Buyer Diligence
IDRequestManagement ResponseStatus
FIN-04Provide revenue by customer for the last three fiscal years.Revenue by customer for FY23–FY25 is summarized from Customer Concentration.xlsx; the ten largest represent 52% of revenue.Complete
LEGAL-08Describe all material pending litigation.No material pending litigation; two routine employment matters are reserved and disclosed in the CIM.Complete
COMM-03Identify contracts representing more than 5% of revenue.Three customer agreements exceed 5% of revenue, each with multi-year terms summarized from the underlying contracts.Complete
Request ListData Room Index
Project_Meridian_Diligence_Tracker_COMPLETED.xlsx126 / 126 completedCompleted

Get the completed file back in the format you started with

The finished Word, Excel, PowerPoint or PDF is returned in the structure and format you provided.

Investment Committee · PowerPoint

Template

Project_Aurora_Investment_Committee.pptx7 slides
Project Aurora — Investment Committee
Acquisition Recommendation · Meridian Capital Partners
Purchase Price
EV / EBITDA
Base Case IRR
MOIC
Hold
Investment Thesis
Key Risks
Recommendation · Pending
1 / 7

Source documents

Confidential Information Memorandum.pdf
Quality of Earnings Report.pdf
Historical Financials.xlsx
Customer Concentration.xlsx
Legal Diligence Summary.pdf

Completed

Project_Aurora_Investment_Committee_COMPLETED.pptx7 slides
Project Aurora — Investment Committee
Acquisition Recommendation · Meridian Capital Partners
Purchase Price
$185MM
EV / EBITDA
8.4x
Base Case IRR
21.6%
MOIC
2.3x
Hold
5 Yrs
Investment Thesis
Contracted recurring revenue of 78% with net retention above 110%.
Fragmented market with a defined add-on acquisition pipeline.
Margin expansion identified in the quality of earnings analysis.
Key Risks
Customer concentration in the top ten relationships.
Integration requirements across two facilities.
Exposure to two cyclical end markets.
Recommendation · Proceed to Final Approval
1 / 7
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What sets MyFinRFI apart

Request

Sponsor_DDQ.docx

Sponsor Due Diligence Questionnaire

Question 7

Describe your valuation methodology.

Sponsor Response

Question 8

Describe your audit history.

Sponsor Response

Question 9

Describe your conflicts of interest policy.

Sponsor Response

Completed

Sponsor_DDQ_COMPLETED.docx

Sponsor Due Diligence Questionnaire

Question 7

Describe your valuation methodology.

Sponsor Response

Quarterly valuations under a written policy with committee review.

Question 8

Describe your audit history.

Sponsor Response

Audited annually by an independent accounting firm since inception.

Question 9

Describe your conflicts of interest policy.

Sponsor Response

Conflicts are identified, documented, and managed under written policy.

Same document. Completed.

Finished documents, not just answers

MyFinRFI doesn’t stop at telling you what the answer is. It completes the RFI, DDQ or questionnaire you were sent.

Original

Operational_Review.docx
WHITFIELD ADVISORS

Operational Review · Section 3

3.1 Governance

Describe the firm’s governance and oversight structure.

Response:

3.2 Compliance

Describe the firm’s compliance testing program.

Response:
Whitfield Advisors · Page 8 of 32

Returned

Operational_Review_COMPLETED.docx
WHITFIELD ADVISORS

Operational Review · Section 3

3.1 Governance

Describe the firm’s governance and oversight structure.

Response:

Oversight is provided by an operating committee that meets monthly with documented minutes.

3.2 Compliance

Describe the firm’s compliance testing program.

Response:

An annual risk-based testing calendar covers each core compliance area.

Whitfield Advisors · Page 8 of 32
Same structureSame formattingSame question orderSame branding

Keeps the format you received

The completed file comes back in the same structure, branding, question order, and layout you started with.

Source documents

PPM.pdf
Compliance Manual.docx
Cybersecurity Policy.pdf
Financial Statements.xlsx
Valuation Policy.pdf

Your document

Investor_DDQ.docx
Investor_DDQ_COMPLETED.docx
Completed

Built from the documents you provide

Every run starts with the document you need completed and the source documents for that job. Upload them together and MyFinRFI uses that information to complete the response.

1 · Your document
Manager_DDQ.docx
2 · Source documents
CIM.pdf
Financials.xlsx
Overview Deck.pptx
3 · Run
Generate completed document
4 · Completed file
Manager_DDQ_COMPLETED.docx
Ready to download

One run, start to finish

Upload the document and the source documents, start the run, and download the completed document. No rebuilding and no copy-and-paste.

Security

Built to protect sensitive business data

Visit Trust Center

Security controls, policies, infrastructure, and documentation.

No training on client data

Your documents and prompts are used to complete your request, not to train the underlying AI models.

Encrypted and isolated by design

Customer data is protected with AES-256 encryption at rest, TLS 1.2+ in transit, role-based access controls, and logical separation between customers.

Controlled access. Continuous monitoring.

Least-privilege access, MFA, audit logging, security monitoring, vulnerability scanning, and documented change controls protect the production environment.

Business continuity and incident response

Redundant infrastructure, encrypted backups, documented recovery procedures, and a formal incident-response process help keep the platform available and customer data protected.

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