Stages of the investment process

Stages of the investment process

Investment process: key documents and terms.

Briefly: stages of the investment process.

  1. Preparation and organization of the first meeting. Investor
    usually delegates authority to consultants for the first meeting.
  2. Analysis of the investment project. Additional information may be
    requested.
  3. Investment Project Evaluation.The investor team may request
    additional information for analysis and evaluation. Recommendations
    from partners and customers may be required. The stage is difficult.
    Depending on the project, it can last several months.
  4. Key terms of the investment agreement. Including investment
    completion conditions.
  5. Due Diligence. Due diligence carried out after signing the
    investment agreement. Conducted by lawyers and auditors, usually
    third party.

All stages may vary depending on the investment project.