fund managers

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.  

Materials you will find here include:

  • 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

Resources: