Posts in Chapter FM
Start here

Welcome to the Fund Manager's portal! SME fund managers are busy and need easily accessible tools to improve the results of their SME portfolios; they need solutions that are not complicated or stand-alone but integrated into an overall approach. We know this because RENEW is a fund manager and we have taken the time to meet with other investors, asking for feedback across every step of the investment lifecycle, from basic to complex.

Read More
Chapter FMGuest User
Organizing Your SME Investment Team

Here you will find some helpful tools for SME fund managers to better organize their teams. The emphasis of this section is on the need for a strong training and management function, both internally at the fund manager, and externally at the portfolio companies.

Read More
Chapter FMGuest User
Trainings to Offer SMEs

In our experience, providing a robust training series to entrepreneurs and young businesses can greatly increase the capacity for companies to thrive in our portfolio. As such, RENEW has made such trainings requisite for our investment candidates. This section provides you with links to online video training modules and accompanying materials from the Gender-Smart Exec's Program to help guide you and your portfolio companies toward maximal growth. These resources are also available through the Entrepreneur’s Portal.

Read More
Chapter FMGuest User
Step 1: Pipeline Development

There are key data points that can quickly be gathered through an initial screening to help identify whether an investment is the right fit for your investment strategy. Here we provide a series of tools to guide you through managing prospective investments and building relationships, collecting the necessary data and developing the initial investment case to share with your Investment Committee for review.

Read More
Chapter FMGuest User
Step 2: Deal Analysis

Once you have cleared the initial screening for potential deals, the investment team should begin a deeper analysis of the investment's viability, both financial and impact. This section details the early stages of due-diligence that will provide greater insight into a pipeline company's operations and capacity to succeed under the requisite expectations. The intent of having multiple screening stages is to filter out unviable options as early in the process as possible, thus reducing the overall time and resources a fund manager commits to any one deal.

Read More
Chapter FMGuest User
Step 3: Due Diligence

Once a deal passes through the initial screening and analysis, it has a significantly higher chance of reaching the final decision phase. However, it remains important to assess the company in a holistic manner to ensure its fit with the fund as well as its viability as a successful gender-smart company. In this section, we outline best practices and provide the requisite tools to conduct a thorough analysis of a prospective company and develop a compelling case to present to your external investment committee.

Read More
Chapter FMGuest User
Step 4: Investment Closing

After you have completed all due diligence reviews and received approval from your IC, fund managers must negotiate contracts and agreements with pipeline companies, as well as develop an action plan for the relationship and the company's growth strategy. This section walks you through the actions to be taken during this final negotiation stage.

Read More
Chapter FMGuest User
Step 5: Portfolio Value Creation

This stage serves as a guide to help fund managers build their portfolio companies’ management systems and teams in order to maximize the likelihood of successful growth plan execution, becoming a gender-smart market leader and company integration with other portfolio companies.

Read More
Chapter FMGuest User