Candidates
4
Fund mandates under evaluation
Fully Scored
2 / 4
All team members submitted
Shortlisted
1
Ready for IC presentation
Average Score
4.0
Weighted across all categories
Upload due diligence documents
PPM, DD reports, meeting recordings, factsheets (PDF, DOCX, MP3, MP4)
Scoring Categories
Weighted dimensions for fund mandate evaluation
Track Record
Historical performance, consistency, benchmark comparison
Team & Governance
Key person risk, team depth, alignment of interests, governance structure
Strategy Fit
Alignment with portfolio strategy, diversification benefit, market thesis
Fee & Terms
Management fee, carry structure, hurdle, clawback, LPA terms
ESG & Compliance
SFDR classification, ESG integration, reporting quality
Operational Quality
Reporting transparency, valuation process, risk controls, NAV audit
Candidate Comparison
Weighted aggregate scores across all evaluation dimensions
Fund Mandate Candidates
Due diligence pipeline and scoring status
Documents
Prelios_IV_PPM.pdf
PPM · 2026-02-15
Prelios_IV_DD_Report.pdf
Due Diligence · 2026-02-20
Meeting_Recording_2026-02-25.mp3
Meeting · 2026-02-25
Aggregated Scorecard
Team Scores
| Category | AC | GM | MF | Avg |
|---|---|---|---|---|
25%Track Record | 4 | 3 | 4 | 3.7 |
20%Team & Governance | 4 | 3 | 4 | 3.7 |
20%Strategy Fit | 5 | 5 | 4 | 4.7 |
15%Fee & Terms | 4 | 4 | 4 | 4.0 |
10%ESG & Compliance | 5 | 4 | 4 | 4.3 |
10%Operational Quality | 4 | 5 | 4 | 4.3 |
Key Comments
Dr. Andrea Castellani
Strong on track record. Above average for the segment.
Giulia Marchetti
In line with expectations. Needs deeper DD on track record.