ROADMAP FOR PRIVATE INVESTMENT FUND APPRAISAL
Look at this roadmap to see that:
a) Where are you Founder?
b) What should you do to meet the highest standards of the financial markets?
c) By what appraisal process is our #1 desire measured?
1. Teaser
One or two slides of the potential outreach process without mentioning the name of the potential target investment company, in order to keep the company’s identity confidential.
2. NDA
Non-Disclosure Agreement
Without a private equity NDA, there is no way for trading professionals and advisors to dig into potential acquisitions to understand the strengths and weaknesses of each business, and its potential or viability. in their long term.
3. CIM
(CIM) is a lengthy marketing document (usually 50–150 pages) that gives potential equity buyers (Investors) a detailed first impression of your business before they even meet your company in person.
4. IOI, LOI
Express your interest to reply to your company with an Indicate of Interest or a draft of the agreement (Letter of Intent), although not legally valid, this is also the Investor’s response to your company has real potential and shows their interest to dig deeper.
5. QofE
The quality of the income statement measures how a company accumulates revenue and uses its expenses – such as Cash or non-cash related expenses and revenues, carrying costs Recurring and one-time costs need to be investigated.
6. ESG
Environmental, social and governance (ESG) factors will be the standard that will shape the financial investment industry for many years to come. There is growing evidence that when investors incorporate ESG considerations into their strategies, they achieve superior valuations.
It looks tough right, anyone who doesn’t eat real food, has an unhealthy financial situation, or FOMO, or doesn’t focus on the main internal strength, it is very difficult to go long way with PE Fund. But don’t worry, during the Accelerator Period, Equitix supports you to complete your governance capacity and meet professional Investor standards.
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