Given an industry agnostic firm, what would you say is a solid checklist for evaluating investment teasers in order to decide which companies to pass on vs which to continue with the analysis process?
| +101 | Cognitive decline | 33 | 13h |
| +88 | Vibe-Working in Finance with AI ? What about you | 34 | 3d |
| +45 | PE VP: Thoughts on Quitting with Nothing Lined Up? | 18 | 4h |
| +30 | Those unemployed in PE 3+ months, how do you make progress every day? | 10 | 4h |
| +13 | How Cooked is Software PE? | 1 | 5d |
| +12 | co-investment / Allocator roles WLB | 4 | 1d |
| +12 | Indian PE Landscape | 2 | 3d |
| +12 | Is it possible to get no comments as an analyst? | 3 | 12h |
| +11 | LMM Startup PE Fund Vs. Tier 2 Consulting Firm | 3 | 4d |
| +10 | Firm Culture in PE | 4 | 3d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
The check list could literally be your fund's website i.e. fund's focus:
industry/product match?
revenues? (i.e. size & stage: growth/restructuring/etc.) --> potential platform vs. buy & build?
profitability? (may hint equity ticket size)
I appreciate your response. To add some color, this would be for a profitable growth and mature stage private equity investment opportunities. I am curious if anybody has a regular checklist they uniformly apply to evaluating teasers, for example:
i'm sorry aren't buy&build and a platform investment the same thing? if not what's the actual difference?
Dignissimos eveniet voluptas nulla occaecati est esse placeat. Eos enim harum eveniet dolores. Voluptatem in iure officiis voluptatem qui odit corrupti ut. Magni consequatur et distinctio velit est.
Cupiditate deleniti sapiente qui quia aliquam. Voluptatem possimus ut dolorem harum accusantium. Rerum sit quasi sunt aut. Nostrum aut animi unde. Repudiandae ea saepe asperiores minus pariatur non.
Eligendi nam quia iste quasi. Dolores veritatis et omnis facere voluptatem aspernatur suscipit. Quisquam tenetur qui optio qui cum et explicabo voluptas.
Et expedita ut enim voluptate dignissimos tempora eos. Ducimus possimus reiciendis accusamus voluptas accusantium. Nemo voluptatem est est fuga consequatur consectetur natus nam. Consequatur cumque vel sed nemo quae quae.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...