Home * Business Advice and Coaching * Investor Services * Resources *About * Contact



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

 

Management

 

Business/Product/Market

 

Operations

 

Financial

 

Ready, Willing and Able?

 

 

 

Total

 

 

 

Action


Home * Business Advice and Coaching * Investor Services * Resources *About * Contact