PPT Slide: Structured Approach to Initial Investment Screening

Structured Approach to Initial Investment Screening

This PPT slide, part of the 63-slide Commercial Due Diligence (CDD) PowerPoint presentation, outlines the initial screening process for direct investments, detailing three key components: Preliminary Evaluation, Investment Memorandum Review, and Round Review with Decision Makers. Each component is structured to facilitate a thorough yet efficient assessment of potential investment opportunities.

The first section, Conduct Preliminary Evaluation, emphasizes the importance of a swift review of the target company's business and management structure. It highlights the need for a standardized one-page summary to be completed within 48 hours. This rapid assessment aims to quickly determine whether to pursue the opportunity further, underscoring the urgency often required in investment decisions. Assigning a core team of two to three individuals is also noted, ensuring that the evaluation is focused and manageable.

Next, the Produce Investment Memorandum Review section outlines a more detailed analysis. It calls for a standardized memo that spans five to seven pages, which should cover key issues and preliminary assessments within one week. The timeline allows for feedback from other team members within two to three days, fostering collaboration and diverse input. A "beat-up" session is also recommended, where key assumptions and potential challenges are discussed with both internal and external stakeholders. This step is crucial for identifying risks and aligning perspectives.

Lastly, the Round Review with Decision Makers is designed to finalize the evaluation process. This phase, lasting one to two days, involves presenting the findings to decision-makers, ensuring that all relevant insights are considered before moving forward. Each of these steps is integral to a structured approach to investment screening, aimed at minimizing risk while maximizing informed decision-making.

This slide is part of the Commercial Due Diligence (CDD) PowerPoint presentation.

This presentation is created by former McKinsey, BCG, Deloitte, EY, and Capgemini consultants. It explains the approach to Commercial Due Diligence utilized by global strategy consulting firms.

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