Step 6: Monitoring & Evaluation

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FUND MANAGERS

Topics

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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

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This stage provides high-level guidance for monitoring and evaluating the financial and impact performance of your portfolio, resulting in value-added, timely and accurate reporting.

As one of your responsibilities to your investors and yourself as a fund manager, monitoring the financial success and social impact of your portfolio companies is of great import. Here, you will find a series of tools and standard operating procedures to support this internal process and external narrative.