Making Better SME Funding/Investment Decisions (PDF)

This example template was originally designed for a financial services client as part of a Trusted Advisor Development Programme. The template can be used e.g. by Banks, Financial Services Providers, Lenders, Investors, CEO's, Boards, Directors, Government Funding Agencies, Key Stakeholders, Enterprise Development Groups, Advisory and Training Agencies, Community Enterprise Groups etc., indeed by any organisation or group tasked with rigorous business analysis in any context, including organisations accountable for disbursing public funds. The number and the nature of the nominal (generic) due-diligence positions summarised here can be readily adapted to meet the specific needs of clients. There are several other adaptations of the template format including a Governance Review, Preliminary M&A Review, Enterprise NVC Mentors Review, etc.