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Investment evaluation checklist


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Investment evaluation checklist

The checklist draws up concepts of selecting and evaluating an investment opportunity. It is intended to be a launching point for a more detailed and profound discussion with top management, personnel, independent advisors and other. The checklist can be applied as a model or template that individual investors should revise according to their unique processes and policies.

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1. Choosing the investment opportunity

  • Carrying out competitor analysis including identifying barriers to entry the market
  • Collecting the following basic information about the object: names, addresses and contact persons of the company professional advisers, including principal bankers and investment bankers, legals and auditors
  • Undertaking the market research by a third party to date
  • Creating a list of all potential international and domestic market segments
  • Measuring the market size
  • Creating a comprehensive business plan
  • Make presentation

2. Evaluation of the investment opportunity

  • Defining and listing goals
  • Evaluating return on investment (ROI)
  • Estimating the payback period
  • Comparing this opportunity with alternatives available on the market
  • Creating reasonable and realistic financial plan
  • Bringing independent professional advisors to the financial plan assessment
  • Estimating terms when the business is expected to become profitable (interests and dividends)
  • Checking if warrants or share options are attached to the object
  • Checking if the object has convertible debts or subordinated debts

3. Evaluation of the investment opportunity risks

  • Calculating potential loses and risk of the loss on opportunity
  • If the project involves development of a new product, is there independent confirmation that it works
  • Settling all the regulatory requirements (environmental, patent searches, technical, zoning, etc.)
  • Determining the volume of financial and technological reserves
  • Calculating the burn rate (if the business is doomed to be failed)
  • Estimating your future share in investment after the founders get an interest for their "sweat equity"
  • Defining your level of involvement in the project according to current Shareholders Agreement
  • Confirming the legal structure of the investment by involving independent professional advisors
  • Securing your investment by assets
  • Checking future legal and financial bounds
  • Making adequate insurance for assets
  • Updating all tax assessments (income tax, payroll, etc) and related assessments

4. Evaluation of personnel involved in investment opportunity

  • Make sure that ...

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