Deal Sourcing & Screening
Preliminary Due Diligence
In-Depth Due Diligence
Investment Committee Review
Deal Structuring & Negotiation
Closing & Post-Investment
Project Initiation
Deal Sourcing
Investment Team
Legal Team
Finance/Accounting
Operations Team
Risk Management
Human Resources
Executive Leadership
Finance
Legal & Compliance
Start Process
Identify Investment Targets
Conduct Initial Assessment
Gather Preliminary Information
Conduct Screening
Go/No-Go Decision
Start Preliminary Due Diligence
Assess Financial Health
Analyze Market Position
Compile Findings Summary
Decision to Proceed
Initial Legal Checks
Check for Legal Red Flags
Evaluate Financial Stability
Start In-Depth Due Diligence
Compile Comprehensive Report
Decision to Proceed or Recommend Changes
Conduct Financial Analysis
Evaluate Operational Efficiency
Perform Legal Audit
Conduct Risk Assessment
Review Key Personnel
Start Investment Committee Review
Prepare and Present Findings
Address Committee Questions
Decision: Approve or Reject
Start Deal Structuring
Negotiate Terms and Price
Review and Sign Term Sheet
Finalize Financial Structure
Draft Legal Agreements
Start Closing Process
Coordinate Initial Integration
Finalize Investment Closing
Complete Legal and Regulatory Docs
Develop Integration Plan