The Advisory Board operates through structured review sessions, which may be conducted on a monthly or quarterly basis, depending on deal flow and portfolio needs.
Reviews typically take place in dedicated deal review or portfolio review sessions, using shared materials prepared by the Fund. Evaluation may be supported by qualitative frameworks, scoring criteria, or assessment rubrics where appropriate.
Judgment is formed through collective discussion, with the objective of reaching a consensus-based recommendation. Where consensus is not achieved, key differences of opinion and identified risks are documented for consideration by Fund leadership.