May an investor or advisor speak to a representative of a portfolio company as part of due diligence?
Despite the extensive amount of diligence and evaluation materials that each investor has access to as a result of the initial evaluation and ongoing monitoring process, an investor or his or her financial advisor may have additional questions for a portfolio company in order to complete their personal investment decision. Any such questions should be routed through iSelect. Upon receipt of an inquiry, iSelect will contact the portfolio company and forward the company’s response to the investor. Company management may also make themselves available to small groups of investors, within their own discretion.