Portfolio Reviews and Due Diligence Reports

 

Over the last 9 years Nick Kingsbury has undertaken over 220 portfolio reviews and due diligence projects on software, internet and mobile technology companies for Venture Capital investors.

Today a packaged service is offered both for new investment due diligence and portfolio reviews.

This package involves initial research, management team meetings and report production. and can often be completed within 10 days.

Reports typically follow the following structure:

1.Introduction.

2.Company Overview

  1. -Background (history, core DNA, geographic coverage etc)

  2. -Markets

  3. -Customer Business Drivers

  4. -Management Team  

3.Competition

  1. -Key competitors,

  2. -Key differentiators 

4.Financial Plan

  1. -Financial plans

  2. -Pipeline assessment 

5.Value Growth and Exit

- Investment structure proposed,

- Key value drivers

- Exit options , acquirer candidates

6.General Observations (actionable)

  1. -Product / technology

  2. -Financial

- Market conditions, Credit Crunch  impact     

-  The proposed  investment

7.Conclusions

- Attractiveness of the investment. Key issues

Copyright (c) Kingsbury Ventures Limited 2008