• A Random Walk Down Wall Street

• Mastering the Market Cycle

• The Psychology of Money

• The Little Book of Common Sense Investing

• The Bogleheads Guide to Investing

• The Bogleheads Guide to Retirement Planning

• The New Retirementality

• The Rational Reminder

• The Long View by Morningstar

• BiggerPockets

• PassivePockets

• Freakonomics

• DOAC (Diary of a CEO)

• My First Million

• Planet Money

• Vyzer Weekly

• Adam Bergman Talks

For reference only. GP-free content (mostly).

Education

Accredited Investor Insights

Technical deep dives into syndication financials made palatable.

Limited Partner (LP) Investing Lessons

Encyclopedic overview of due diligence lessons for LPs.

Passive Pockets

Extensive collection of podcasts, articles, and investor education videos.

Schwab Online Learning Series

Covers portfolio theory and all types of asset classes (including PE). Great as a foundational series, or a refresh.

Investor Forums

Passive Pockets

Private LP forums covering GP and deal reviews, red flags, and all LP-related topics.

AI-Powered Due Diligence Tools

Passive Advantage

AI-powered and comprehensive; source data and methodology are accessible and easy to verify.

Limited Partner (LP) Investing Lessons

Simple, quick, and easy. Generates a nice summary of the investment and list of possible red flags and follow-up questions. Does not provide deep metric analytics, but does provide a comparative list that is useful for benchmarking.

Vyzer IC

AI-powered, comprehensive; source data and methodology are not as readily transparent.

Investment Tracking Tools

Vyzer

AI-assisted to better understand and track the complexities of syndicated investments.

GP & Deal Directories

Limited Partner (LP) Investing Lessons

Free online matching tool to easily find and be notified of deals that suit the investor’s criteria. Also includes GP profiles, track records, and tracking tools.

Passive Pockets

Online directory and ongoing deal review series.

Invest Clearly

Online, verified LP reviews.

Background Checks

Accurint (by LexisNexis)

Public records search to help verify identities, conduct investigations and detect fraud.

TLOxp (TransUnion)

Intelligence from public, proprietary and alternative data source.

Vyzer GP Check

Background information based on Vyzer performance records, regulatory filings, and market intelligence.

Business Screen

Investigator-run background checks. Every report includes a ten-year lookback, criminal and civil records, bankruptcies, liens, sanctions screening, reputation checks, and more.