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The Cove Fund is excited to be working through the due diligence process with you. By now, you should have been contacted by the due diligence team lead. This person will be your main point of contact as you work through the due diligence process. To make the process as smooth as possible for you and the Cove Fund, this page will supply you with our standard forms and documents. You can also find a link to upload all your documents to our secure Dropbox location. If you have any questions, please feel free to reach out to your team lead or our Executive Director, Jeanne Hebert.

DUE DILIGENCE QUESTIONNAIRE

Please complete the following questionnaire within one week. This is the same document that is available on the Application page. You may disregard this if you have already downloaded and completed the form.

Uploading Due Diligence Documents

Please follow the link below to upload files for the due diligence team.

AUTHORIZATION FOR BACKGROUND CHECK

As one of the FINAL steps before investment, we will need to perform a background check on key members of the management team. Please download the form and work with your team lead to determine which management team members should complete one.*

*The check is conducted by TransUnion, and a summary of the report will be made available to the Fund managers at the conclusion of our process.