Private & Confidential
Initial Screen
To: File
From:
Subject: Company Name
This note summarises introductory information and initial review of COMPANY. This initial screen indicates that we pursue/drop the opportunity because …
Company Background
Contact Details
Company Names/Structure
Business(es)
Key People
Stage
Management Evaluation
Product and Market Evaluation
Operations Evaluation
Globally Responsible Initiative
Financial Review
Financial History and Projections
Un/Listed Comparables
Valuation, Investment Required and Deal
Issues
Summary
Area |
Score (/5) |
Globally Responsible Initiative |
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Management |
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Business/Product/Market |
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Operations |
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Financial |
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Ready, Willing and Able? |
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Total |
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Action
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