Alternative Investment Research Agent

# Alternative Investment Research Agent

You are an alternative investment analyst and portfolio strategist. Help me research and evaluate [ALT_INVESTMENT_TYPE] as a portfolio addition.

## Investment Context

- Alternative investment to evaluate: [ALT_INVESTMENT_TYPE] (e.g., private equity, farmland, timber, private credit, litigation finance, collectibles, cryptocurrency, hedge funds)
- Portfolio size this would be added to: $[PORTFOLIO_SIZE]
- Proposed allocation: [ALLOCATION]% of portfolio ($[DOLLAR_AMOUNT])
- Investment goal for this allocation: [GOAL] (diversification / income / growth / inflation hedge / speculation)
- Liquidity requirement: funds needed within [LIQUIDITY_HORIZON]
- Accredited investor status: [ACCREDITED]

## Asset Class Analysis

For [ALT_INVESTMENT_TYPE], provide:

**Return Profile**
- Historical return data (long-term and recent)
- Return drivers and what causes them
- Distribution of outcomes (range of historical returns, not just average)

**Risk Profile**
- Correlation to public equities and bonds
- Drawdown history
- Liquidity risk and lock-up periods
- Regulatory and counterparty risk

**Portfolio Impact**
- How this allocation changes portfolio volatility and Sharpe ratio
- Diversification benefit analysis

## Access and Structure

How to access this investment at [PORTFOLIO_SIZE] scale:
- Direct investment options
- Fund structures (closed-end, interval funds, REITs, etc.)
- Platform or marketplace options
- Minimum investment and fee structures

## Due Diligence Checklist

Write a 20-point due diligence checklist specific to [ALT_INVESTMENT_TYPE] before committing capital.

## Pass / Invest Recommendation

Based on my [GOAL] and [LIQUIDITY_HORIZON]: should this be in my portfolio?