Investment Case Template

 

Investment Case

QUESTIONS

SYNTHESIS

PORTFOLIO ADEQUATION

Question

Question growth

Note
Confidence
Commentary

Question

Question visibility

Note
Confidence
Commentary

Question

Question valuation

Note
Confidence
Commentary

Question

Question support

Note
Confidence
Commentary

Question

Question momentum

Note
Confidence
Commentary

Question

Question optionality

Note
Confidence
Commentary

Question

Question governance

Note
Confidence
Commentary

Question

Question leverage

Note
Confidence
Commentary

Question

Question sentiment

Note
Confidence
Commentary

Question

Question investor base

Note
Confidence
Commentary

Question

Question environment / social

Note
Confidence
Commentary

Question

Question management meeting

Note
Confidence
Commentary

Question

Question sparring partner(s)

Note
Confidence
Commentary

Question

Question company experts

Note
Confidence
Commentary

Question

Question in-house modelling

Note
Confidence
Commentary

Question

Question read-across case

Note
Confidence
Commentary

Synthesis

Synthesis company

Synthesis

Synthesis Investment Case Rational

Synthesis

Synthesis Key scenario(s)

Portolio(s) adequation

Please rank appropriateness of case for considered portfolio(s).

Commentary
Commentary
{{ company_name }}
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Growth
Visibility
Valuation
Support
Momentum
Optionality
Governance
Leverage
Sentiment
Investor base
Environment/social
Management meeting
Sparring Partner(s)
Company experts
In-house modelling
Read-across case
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{{ swot2_4 }}
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The company
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Investment case rational
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Key scenario(s)
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Portfolio(s) adequation
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