Questionaire
Introduction to the company
- History of the company (if any), CV of project authors and partners.
- Introduction to the project (product and market description)
Basic financial data about the company
- Basic statements (Balance sheet, P/L, Cash Flow...etc.)
- Beak-down of sales as well as costs plus other operational characteristics
- Description of major company's assets (age, pledges, needed investments...etc.)
- Description of major liabilities - payables (time-due, company's ability to repay)
- Information about property, commitments and burdens beyond financial statements (leasings, drafts, guarantees...etc.)
Definition of the project
- What is the subject of investment break-down and amount of investment required
- Identification of relevant markets - sales analysis
- Description of major competitive advantage (why this should be better than the competition)
Competition
- Identification and description of major competitors
- How do they (competitors and the biggest players on the market) manufacture products (organization and workflow, economies of scale...etc.)
Business forecasts - business plan
- Project's development in time (roll out and expansion)
- Forecasts of financial statements for upcoming few years (3-5)
- Identification of critical points on the way
Staffing
- Securing basic top management positions with highly qualified and motivated professionals with experience in company's business
- Staffing of key middle management positions
Structure of financing
- Defining roles of both investor and management
- Financial co-investment the project authors are prepared to contribute with in the project
- Potential possibilities of expansion (upside) of the projects (expansion abroad, new markets)
- What guarantees and control are project authors prepared to give investor before its investment is repaid.
etc...
Our investment team is looking forward to cooperation with you
