- A project leader is assigned to each project
- Initial analysis based on info provided/ high-level follow-up questions
- Fast decision (go/no go) based on proprietary investment criteria
Investment process
Proven investment process results in smooth decision making
Initial review
Initial review
Analysis and Company meeting
- Meeting with founder, management
- Detailed information exchanged, including business plan, via email and Q&A sessions
- Business assumptions verification
- Deeper assessment of the project, following detailed analysis
Analysis and
Company meeting
Company meeting
CVI – Non-binding
confirmation of interest
confirmation of interest
Documentation and Closing
- Confirmatory external due diligence conducted, if necessary
- Legal advisers selected
- Legal documentation negotiated and signed
- Collateral established
Documentation
and Closing
and Closing
CVI – Investment
committee approval
committee approval
Term sheet negotiation
- Finalization of financial model and stress-testing
- Preparation of financing structure
- Site visit, if not done before
- Negotiation of term sheet, including interest rate, collateral, covenants etc.
- Finalization of internal due diligence, preparation of investment memorandum
Term sheet
negotiation
negotiation
CVI – Distribution
of funds
of funds
Regular monitoring
- Quarterly verification of financial performance
- Covenants screening
- Adjustments to financial projections and ratings if necessary
- Supporting the company in strategic business decisions
Regular
monitoring
monitoring
Repayment / exit from the investment
