Venture capital, private equity & investor advisory

1. Brief service summary

Structure examination of an opportunity from an investor's perspective, within a scope and role defined beforehand. The engagement prepares necessary information, scenarios and checks, without presuming a regulated investment advisory activity.

2. Your needs

A project or company attracts interest, but decision information is incomplete or presented using different assumptions. You wish to understand what is documented and what requires further investigation.

The need must be distinguished from a search for financial products or a recommendation concerning a personal portfolio.

3. Objectives of the engagement

The engagement aims to formulate assessment criteria, bring together information and prepare questions for the parties concerned. It helps distinguish the project's ambition, observed achievements and risks requiring further examination.

The objective is to organize a contextualized decision file, according to expertise and professional conditions actually confirmed.

4. Indicative scope

Work may cover activity, the business model, organization, financial assumptions and documented governance. Scenarios examine elements relevant to the contemplated decision, without extending conclusions beyond accessible information.

Specialist due diligence, valuations and legal questions are identified separately. Client identity, the role with the various parties and conflicts of interest are clarified before acceptance of the engagement.

5. Possible delivery arrangements

Document review, authorized interviews and scenario workshops provide a basis for preparing the analysis. No access to a target's confidential information is presumed authorized; rights and recipients are defined beforehand.

6. Possible deliverables

Deliverables may include an assessment note, an assumptions register, a risk matrix and a programme of additional due diligence.

7. Conditions and limitations

No return, liquidity or investment success is guaranteed. Regulated recommendations, portfolio management and execution require verified conditions for practising the activity. Service 12.09 examines financial due diligence in greater depth; 12.04 prepares financing from the company's side. No investment act is automatically included.