Deal / Opportunity Screening
Initial screening frameworks and due diligence checklists for potential opportunities. We help develop systematic approaches to evaluating opportunities using structured criteria.
Key Benefits
- Systematic evaluation process
- Consistent screening criteria
- Thorough due diligence
- Organized documentation
- Time-efficient analysis
- Reduced oversight risk
What We Offer
Screening Criteria Development
Work with us to develop customized screening criteria that align with your investment parameters and objectives.
Due Diligence Checklist Creation
Comprehensive due diligence checklists to ensure thorough evaluation of potential opportunities.
Initial Evaluation Frameworks
Structured frameworks for initial opportunity assessment to streamline your evaluation process.
Documentation Templates
Professional templates for documenting opportunity analysis and screening outcomes.
Our Screening Process
Define Criteria
Establish screening parameters
Initial Screen
Apply criteria to opportunities
Due Diligence
Detailed evaluation process
Documentation
Record findings and outcomes
Develop Your Screening Framework
Contact us to discuss how we can help you build systematic approaches to opportunity evaluation and due diligence.