Step 3: Due Diligence

Switch to Entrepreneurs

FUND MANAGERS

---

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

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.  

RESOURCES

• Due Diligence SOP

• Commercial Due Diligence Tools

  • Due Diligence Request List

  • Due Diligence Project Plan and Checklist

  • Final CIM Template

  • Management Interview Guide

  • Gender-Smart First 180-Days SOW Template

  • Gender-Smart First 180-Days Project Plan Template

• Gender Equality Benchmarking Tools (Third Party)

  • Small Enterprise Assistance Fund (SEAF) Gender Equality Scorecard Calculation Sheet

  • Mennonite Economic Development Associates (MEDA)

  • 2X Challenge

  • The Women's Empowerment Principles