Investment Execution Process
1. Deal Sourcing: Identifying and sourcing potential investment opportunities through our network, research, and partnerships.
2. Due Diligence: Conducting thorough due diligence on potential investments, including financial analysis, market research, and assessment of management teams.
3. Investment Committee Review: Presenting investment opportunities to our investment committee for review and discussion.
4. Investment Decision: Making informed investment decisions based on our investment criteria and strategy.
5. Transaction Execution: Negotiating and executing investment transactions, including drafting and reviewing contracts, and ensuring compliance with regulatory requirements.
Investment Structuring
1. Deal Structuring: Structuring investment deals to meet our investment objectives, including determining the type of investment, valuation, and terms.
2. Risk Management: Identifying and mitigating potential risks associated with our investments, including negotiating protective provisions and covenants.
3. Investment Documentation: Drafting and reviewing investment documents, including term sheets, subscription agreements, and shareholders’ agreements.
Post-Investment Management
1. Portfolio Management: Actively managing our investment portfolio, including monitoring performance, identifying areas for improvement, and taking corrective action.
2. Stakeholder Engagement: Engaging with stakeholders, including portfolio company management teams, to provide strategic guidance and support.
3. Exit Planning: Planning and executing exit strategies for our investments, including IPOs, mergers and acquisitions, or sales.