Most investors can't tell a great syndication from a landmine until it's too late. This is the 30-point framework Ocean Ridge uses to grade its own deals — now yours, free. In five minutes: a deal's real grade, where it's hiding risk, and the exact questions to ask the sponsor.
The Deal Scorecard is an educational tool. It applies a generic diligence framework to the numbers you enter. It is not investment, legal, or tax advice, not a recommendation to buy or sell any security, and not Ocean Ridge's opinion of any specific offering or sponsor. Grades depend entirely on your inputs and can be wrong or incomplete. Do your own diligence and consult your own advisors before investing. Ocean Ridge Capital Partners, LLC is not a registered investment adviser or broker-dealer.
A letter grade on 30 points — the same scale we grade our own deals on.
A category-by-category breakdown of what's strong and what's quietly dangerous.
The specific things to pin down with the sponsor before you commit a dollar.
Line up two or three deals side by side and see which one actually wins.
Every deal is graded on the same six dimensions institutional diligence turns on. Nothing hand-wavy — each one maps to what actually determines whether a deal makes or loses money.
Supply moat, demand depth, diversification.
Realized track record, platform, alignment.
Did they buy it cheap enough to have a cushion?
Is the income real and the debt actually safe?
Net of fees, and paid to you along the way?
Does it hold up if the market turns against you?
Pull the numbers from the pitch deck — or answer a few plain-English questions.
An instant 30-point score, a full breakdown, red flags, and sponsor questions.
Walk in with sharper questions — or get deals we've already vetted and graded.
Five minutes now can save you from a deal that looked great on paper. Grade the one on your desk today.
We graded our own flagship fund a B, not an A. This tool is built to be honest, not flattering. Past performance is not indicative of future results; all investments involve risk, including loss of principal.
Start with the structure. A single deal is one property. A fund holds several under one vehicle — a syndication is simply a fund with a single property.
Pick the asset class. The underwriter adapts its metrics and questions to what you choose.
A quick pass gives a directional read in minutes. The full underwrite grades all 30 points, the same framework Ocean Ridge runs on its own deals.
A few quick questions, about two minutes — a fast read before the full underwrite. Answer what you can from the pitch deck; not sure on one, use the hint.
We read the deck and pulled these numbers. Check them, fix anything wrong, and fill the blanks the deck skipped.
Work through the tabs. Enter what you know — blank fields are simply skipped, and the more you add, the sharper the grade. Your results wait in the last tab.
Educational tool — the AI can be wrong, so review every field before you rely on it. This is not investment, legal, or tax advice; consult your own professional advisors before making any decision. By uploading, you confirm you have the right to share this document. The file is processed only to fill the form and is not stored.
The best operator alive can't outrun a flooded market — supply and demand set the ceiling before management touches the asset.
Projected returns are marketing; realized full-cycle exits are evidence. The gap between them is where most investor losses live.
Asking is informational; the offer (purchase price) drives returns. You lock in most of your return the day you buy — a low basis is the margin of safety everything else leans on.
The rent roll is the engine — gross potential rent, minus vacancy, is where every dollar of value starts. Add each unit type, or use a single blended row.
Effective gross income minus operating expenses is NOI — the number that drives both value and debt coverage. Enter annual operating expenses.
More deals die from the debt than the real estate — a great asset with the wrong loan or thin coverage still defaults.
A refinance can return capital early — or become a landmine if rates or values move against the plan. Model the assumptions; don't assume them.
Net-of-fees and paid-as-you-go beats a big headline IRR you only see at a distant exit that may never arrive.
Every pro forma exits into a rosy market. The real question is what happens if it doesn't — conservative caps and timing control are your protection.
Enter the waterfall from the deck and the amount you're considering — the calculator scales the deal's projected figures to your investment: return of capital, preferred, and your share of the profit.
Your full deal scorecard is ready: the 30-point grade, the category breakdown, the returns analysis, the declination triggers, and the exact questions to ask the sponsor before you wire. Unlock it below.
Enter your details to unlock the full report — the category breakdown, the declination triggers, and the questions to ask the sponsor. Download it as a branded PDF.
Ocean Ridge works with accredited investors. Accreditation is self-reported here (not verification) — if you ever invest, a third party verifies it at that stage, as the law requires.
Your deck is read once to fill in the form and is never stored. Anything you type stays in your browser, and saved deals live on this device only. Leave a phone number and tick the box below and we'll text you when we find deals worth your attention — reply STOP to opt out anytime. We never sell your information.
Your report is on its way. We'll also let you know when Ocean Ridge has a deal that scores an A.
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