ProcedureWe appreciate a summary of your investment proposal which fits our investment criteria. After a short (positive) evaluation of the submitted investment proposal we subsequently enter into the following steps
a) initial evaluation (see above) Plausibility of the business concept will be scrutinised. Moreover, we check compliance with the stipulations of the funds, particularly with EU regulations. After 10 days the latest you will receive a first feed-back.
b) detailed evaluation By means of internal and external expertise management team, technological approach and robustness of the business modell based on targeted market position will be validated.
c) letter of intent/ term sheet The letter of intent or term sheet covers all most important rights and obligations of all parties involved as for example co-determination, information rights, assignment/transference of trademark rights, protection against dilution, tag and drag along clauses and determination of cost transfer and exclusiveness.
d) due dilligence The subsequent due dilligence phase is focussed on technical, financial, economic and legal details of the investment and the company. The findings of the due dilligence process and the assessment of our investment managers are the basis for our proposal to the respective investment board of the funds managed by us.
e) investment board The investment board convene regularly in 4 weeks intervals or as required.
f) contract negotiations and conclusion Based upon the boards investment decisions we enter into negotiations for a detailed contract and corresponding agreements. We have sufficient in house legal expertise in order to close the contract based on the term sheet agreement in a timely manner, say regularly within three months. A persuasive executive summary and an outstanding management team could speed up the process.
|