<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=6527724&amp;fmt=gif">

Alternative Investment Scoring Template

Make Smarter, More Disciplined Decisions

With more opportunities than time to evaluate them, knowing where to allocate capital can be a challenge. That’s why we’ve created a free Alternative Investment Vetting Template—designed to bring structure, clarity, and discipline to your investment process.

This template will:

Apply a customizable scoring system to assess opportunities consistently
Apply a customizable scoring system to assess opportunities consistently
Compare investments across asset classes with a standardized approach
Compare investments across asset classes with a standardized approach
Roll up key metrics for a clear, side-by-side comparison of up to 10 opportunities
Roll up key metrics for a clear, side-by-side comparison of up to 10 opportunities

Bring more rigor to your decision-making with a systematic methodology

 

Bring more rigor to your decision-making with a systematic methodology
download - alt investing scoring
Pipeline Scoring PNG (1)

The Challenge: More Deals Than Time

Alternative investments are taking up a growing share of portfolios, but evaluating them effectively remains difficult. Without a structured approach, it’s easy to overlook key risks or misallocate capital.

The Solution: A Simple Yet Powerful Tool

This template helps you vet multiple deals efficiently and prioritize the best opportunities—ensuring you invest with confidence.

Get your free template today and make better investment decisions.

Frequently Asked Questions

Is this really free?

Yes! All we ask is that you do not replicate or sell it. Our goal is to provide investors with tools and resources we ourselves deem useful. If you have any questions at all, we're happy to help. 

Is my data safe?

By submitting the form, we will give you the template and you're free to use it as you see fit. We will never sell your data, though we might reach out to you via email.

Your data in the template is your own to manage, and we have no access to the template once you've duplicated it.

How can I get help with this template?

You can contact us any time via email. hello@copiawealthstudios.com

 

Back to top

Ready to take your alternative investment tracking to the next level?

Put all your Assets Under IntelligenceTM.
Book a demo and we'll show you how.