Initiation Process
1. Deal Origination: Identifying potential investment opportunities through our network, research, and partnerships.
2. Initial Review: Conducting an initial review of potential investments, including assessing alignment with our investment strategy and goals.
3. Due Diligence Initiation: Initiating due diligence on potential investments, including financial analysis, market research, and assessment of management teams.
4. Investment Thesis Development: Developing an investment thesis, including identifying potential returns, risks, and opportunities.
Key Activities
1. Market Research: Conducting market research to identify trends, opportunities, and challenges.
2. Financial Analysis: Analyzing financial statements, ratios, and metrics to evaluate the financial health and performance of potential investments.
3. Management Team Assessment: Assessing the quality and experience of management teams, including their track record and industry expertise.
Decision-Making
1. Investment Committee Review: Presenting potential investments to our investment committee for review and discussion.
2. Investment Decision: Making informed investment decisions based on our investment criteria and strategy.
3. Next Steps: Determining next steps, including negotiating investment terms, conducting further due diligence, or declining the opportunity.