Before You Write the Check, Know What You're Getting Into
Legal advising, due diligence, and representation for alternative asset investors
Alternative assets offer real opportunity. They also carry real risk. Investor Diligence delivers expert legal due diligence and advising, so you go in with your eyes open.
Practicing Since
2009
About Dan Eaton
I've helped investments go right and been there when things go wrong
I’ve helped investors evaluate opportunities, advised sponsors on fund structure and compliance, and represented investors in court when things didn’t go as promised, including real estate fraud cases and complex business disputes.
I started Investor Diligence because, more often than not, when an investor hired me for representation after something went wrong with an investment, it was caused by an issue that could have been discovered before they invested. Having a critical set of eyes working with you at the outset of your investment can pay off exponentially by saving you time, money, and headaches in the long run.
I started Investor Diligence because, more often than not, when an investor hired me for representation after something went wrong with an investment, it was caused by an issue that could have been discovered before they invested. Having a critical set of eyes working with you at the outset of your investment can pay off exponentially by saving you time, money, and headaches in the long run.
Investor Diligence is A service of Waypoint Law PLLC, Minneapolis, MN — serving clients nationally. We provide legal advice, not financial advice.
Services
Clear pricing. No surprises.
A written due diligence report and a consultation with an attorney.
Level 1
Due Diligence Report + Consultation
For investments up to $50,000
$900
Flat fee — no hourly billing
- Review of offering documents
- Legal structure & deal terms
- Risk analysis & red flags
- Plain-language written report
- 30-minute attorney consultation
Most Popular
Level 2
Due Diligence Report + Consultation
For investments up to $350,000
$1500
Flat fee — no hourly billing
- Everything in Level 1
- Deeper analysis of deal structure
- Sponsor background & track record
- Investor protections & recourse
- 60-minute attorney consultation
Custom
Advisory & Representation
Investments over $350,000 & other needs
Pricing by Engagement
Engagement scoped to your situation
- Custom due diligence
- Legal representation
- Ongoing advising
- Investment dispute & litigation
- Sponsor-side fund formation
Not sure what you need? Get in touch — we’ll help you figure it out.
How It Works
Simple from start to finish
Getting a legal review shouldn’t be complicated.
Submit Your Documents
Share the offering documents: PPM, operating agreement, subscription agreement, etc.
Attorney Review
Dan personally reviews the documents, analyzing structure, terms, and risk.
Written Report
You receive a clear, plain-language report covering what you're agreeing to.
Consultation
Walk through the findings together. Your questions, answered directly.
Monthly Newsletter
The Alt Asset Investor
News, insights, and practical tips for alternative asset investors.
Ready to take a closer look?
Get started with a Level 1 or Level 2 report, or schedule a call to talk through your situation.