Step 1: Pipeline Development

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FUND MANAGERS

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Topics

Start here

Organizing Your SME Investment Team

Employee Handbook and Policy Templates

Trainings to Offer SMEs

Step 1: Pipeline Development

Step 2: Deal Analysis

Step 3: Due Diligence

Step 4: Investment Closing

Step 5: Portfolio Value Creation

Step 6: Monitoring & Evaluation

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. 

The scope of the pipeline development stage includes all activities before the first internal Investment Committee (IIC) vote to promote an investment opportunity to the active pipeline stage.

RESOURCES

• Pipeline Management SOP

• Pipeline Management Recommended Trainings

• Pipeline Management Tools

  • Pipeline Management Tool

  • Pipeline First Interview Form (FIF)

  • Deal Screening Form (DSF)

  • Investment Criteria Screening Checklist

  • Deal Snapshot for Investment Committee

  • Non-Disclosure Agreement (NDA) Template

  • Communicating with Pipeline Companies

  • Primer on Private Equity for SMEs

  • Pipeline Progress Report Email Template