Before conducting a proper corporate analysis, Carofin believes it should arm private investors. This White Paper codifies investment analysis into seven fundamental questions for direct investments. They help analyze an operating company’s business, management, stage, customers, operations and financial profile. The first two relate to what this company does and the people behind the enterprise. The next three probe the stage of business (venture, growth?), the company’s customer focus, and how the company delivers its product or services. Finally, it explores inherent profitability, as well as the means for repaying the investment. Conducting due diligence on direct private investments can be intimidating. But these seven key questions provide an essential footing upon which to build a more comprehensivefinancial analysis.
Seven Key Questions