Cover
Notice
Directory
Definitions
Glossary
Slide Show
Executive Summary:
-Overview
-Administration
-Success Factors
Market Opportunity
Change Technology
Market Dynamics
Timing
Administration
Structure
Strategy
Subscriptions
Administration
Economics
Operations
Business
model
Overview
Infrastructure
Culture
Economics
People
Investment
Process
Overview
Dealflow
Initial screen
Target research
Verification & documentation
Monitor & advice
Exit
Listed investments
Decision making process
Appendicies
Business Model
*Example
Deal Flow Reports
*Initial
Screen Template
*Environmental
And Social Guidelines
*Strategic
Review Templates
*Financial
Review Template
*Due
Diligence Checklist
*Diagnostic
Tool – Questionnaire and Illustrative Graphs
*Outline of Investment Committee
Report
*EVCA
Valuation Guidelines
*Proforma
Fund Projections
*Parallel
Analysis Decision Making Model
*Memorandum
and Articles of Association
*Securities
Law Matters
*Taxation
Market & Geopolitics
*Summary
Findings of Global Economic Outlook (UNEP)
*Conclusions
of World Resources Institute Global Resources Analysis
*The
Future of the Global Environment – Analysis by UNEP/RIVM
:
Example Fund Details
information dated 2004
Diagnostic Method
Adaptation of Bell Mason Diagnotic Tool – Questionaire and Illustrative Graphs
The Bell-Mason Diagnostic and Prescriptive method was developed principally to evaluate the chances of success of high tech start-ups. It is intended to offer a quantitative method of evaluation. It is based on over 600 case studies plus personal experience. We have adapted the method for application to other companies in various industries and at various stages of growth. It provides a useful check list for due diligence and company interviews.
The Four Elements
Five stages of company growth
Concept: formalise the idea.
Seed: ensure that technology is under control, product
and market defined, and produce business plan. Seeking funding for nothing
- very difficult.
Product Development: hire staff, design, produce and test product.
Market Development: sales, market calibration, market expansion, steady state.
Steady State: systems refinement and strategic planning.
Subsequent cycles of Product Development and Market Development.
We are principally focussing on Market Development/Steady State scenarios. The diagnosis checklist reveals elements of risk throughout the businesses. If unacceptable risks are revealed an opportunity would not be pursued. Normally, risks are clearly identified allowing stakeholders to reduce risk and plan for challenges.
The checklist is comprehensive, covering many dimensions.
Twelve performance dimensions
Arranged into four groups:
Technology/Product/Manufacturing
Business plan/Marketing/Sales
CEO/Top Management/BoD
Cash/Financeability/Operations and Control
Rules for evaluation
Series of questions answer yes or no or pay now vs pay later. Specific questions that can get yes/no answer. Degree of criticality to success or moving to next stage.
The Diagnostic Checklist
The checklist is provided in spreadsheet format to enable easy use. It is offered in .sxi format (downlaod openoffice.org free).
(A .jpg graphic is given here, but editing this would be difficult.)
Illustration
Diagnostic chart illustrating different stages of business evolution.
Diagnostic line illustrating different stages of business evolution.
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