- This module gives the Lender assurance that the Borrower is serious and that their business case makes sense
- Validation of amount to be borrowed and Use of Proceeds
- Assessment of borrower’s vision, strategy and structure
- Assessment of business model including its ability to repay a loan
- Stress test and risk assessment
- Creation and challenge of borrower’s pitch deck
- Identification of any gaps or weakness in the management team to be able to deliver their business plan
- Identification of Lender’s formats and key drivers, and shaping pitch deck to fit
- Building on the work done in Pre-Deal review
- Onsite review of borrower’s existing strategic plans, business model, structure
- Workshops to sharpen business plan
- Rehearsals and challenges to get ‘pitch deck’ in shape
- Observational assessment of the business and its people
- Desk-top research into borrower’s market and offering
- Business plans are presented in a consistent and professional manner
- Borrowers’ plans are robust and high quality
- Topics important to the Lender are anticipated and addressed within the pitch deck
- Supporting data is available, forming the basis of the data room for the Due Diligence stage
