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 TESTIMONIALS
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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI
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Investment evaluation checklist |
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The checklist draws up concepts of selecting and evaluating an investment opportunity. It is intended to be a launching point for a more detailed and profound discussion with top management, personnel, independent advisors and other. The checklist can be applied as a model or template that individual investors should revise according to their unique processes and policies.
You can download this template in VIP Organizer or VIP Team To Do List database format.
You can order complete (full) checklist or all complete (full) checklists in convenient MS Word and PDF printable format.
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InvestmentEvaluationChecklist.zip 4,3 Kb |
1. Choosing the investment opportunity
- Carrying out competitor analysis including identifying barriers to entry the market
- Collecting the following basic information about the investment object: names, addresses and contact persons of the company professional advisers, including principal bankers and investment bankers, legals and auditors
- Undertaking the market research by a third party to date
- Creating a list of all potential international and domestic market segments
- Measuring the market size
- Creating a comprehensive business plan
- Make presentation
2. Evaluation of the investment opportunity
- Defining and listing goals of investment
- Evaluating return on investment (ROI)
- Estimating the payback period for the investment
- Comparing this investment opportunity with alternatives available on the market
- Creating reasonable and realistic financial plan
- Bringing independent professional advisors to the financial plan assessment
- Estimating terms when the business is expected to become profitable (interests and dividends)
- Checking if warrants or share options are attached to the investment object
- Checking if the investment object has convertible debts or subordinated debts
3. Evaluation of the investment opportunity risks
- Calculating potential loses and risk of the loss on investment opportunity
- If the project involves development of a new product, is there independent confirmation that it works
- Settling all the regulatory requirements (environmental, patent searches, technical, zoning, etc.)
- Determining the volume of financial and technological reserves
- Calculating the burn rate (if the business is doomed to be failed)
- Estimating your future share in investment after the founders get an interest for their "sweat equity"
- Defining your level of involvement in the project according to current Shareholders Agreement
- Confirming the legal structure of the investment by involving independent professional advisors
- Securing your investment by assets
- Checking future legal and financial bounds of the investment
- Making adequate insurance for assets
- Updating all tax assessments (income tax, payroll, etc) and related assessments
4. Evaluation of personnel involved in investment opportunity
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