INVESTMENT PROCESS
The Investment process will go through the following steps:
- The Process typically starts with deal generation and sourcing where the Fund will either source through approaching or being approached by external parties.
Regardless of the sourcing route, the deal originator is required to prepare and submit a concept paper for review and comments by the Fund Manager. - The concept is evaluated against the Fund’s investment guidelines and criteria. This initial evaluation will result in one of three outcomes: Proceed to the next step of the investment process; Revision recommendations; or rejection.
- The following stage is the business plan phase which requires the preparation, submission and review of detailed proposal based on thorough study of all the key elements of the proposed investment against the Fund’s guidelines and criteria.
- In the due diligence stage, the fund will conduct a detailed and thorough investigation of the investment. This investigation will be conducted by a team comprising different professional specialty such as accounting specialists, legal specialists and specialists with in-depth knowledge of the business being considered.
- Following the due diligence, the next step is the investment valuation phase. This will be followed by the structuring and negotiation phase, evidenced by the term sheet being issued to the business owner, and following successful negotiations the deal is finalized.
- Post-investment, the Fund will monitor the progress of the Portfolio Company through its appointed directors, and eventually exit after attaining the term and conditions agreed at the outset.