- Evaluate the necessity and urgency of external funding
- Review of the financial reports
- SWOT analysis
- Market analysis – including competitor activity / performance
- Identifying key questions that need addressing in next stage
- Assessment of company from website and online news items
- Review immediately available info from management
- Review publicly available information and PBC proprietary reports
- Telephone interview with CEO and CFO discussing the key questions raised by the analysis
- Standard report with clear recommendation of Proceed or Reject
- Increase the number of businesses assessed
- Increase speed of assessment
- High level strategic and market assessment uncovers valuable businesses other forms of assessment miss
