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Evaluating startups and projects for investment
Business problem
A growing asset management firm needed on-demand assistance in evaluating startups and projects for investment.
Solutions
This project involved working directly with the firm's owner and principal investors on devising and implementing methods for investment decisions, looking at product/service viability, potential for innovation, market size, the competition, barriers to entry, among numerous other factors. We also assisted the firm when they received proposals by reviewing business plans, financial statements, funding needs and more, focusing on ROI, exit strategies, and risk management.
Length of assignment: 3 years
Results
We analyzed dozens of proposals using repeatable procedures, with a consistent strategy in mind. The firm was able to determine its acceptable level of risk, its expected return on investment, and feel confident about its decision-making within a given set of parameters.
A growing asset management firm needed on-demand assistance in evaluating startups and projects for investment.
Solutions
This project involved working directly with the firm's owner and principal investors on devising and implementing methods for investment decisions, looking at product/service viability, potential for innovation, market size, the competition, barriers to entry, among numerous other factors. We also assisted the firm when they received proposals by reviewing business plans, financial statements, funding needs and more, focusing on ROI, exit strategies, and risk management.
Length of assignment: 3 years
Results
We analyzed dozens of proposals using repeatable procedures, with a consistent strategy in mind. The firm was able to determine its acceptable level of risk, its expected return on investment, and feel confident about its decision-making within a given set of parameters.