1. Define Scope
We listen to you and your team to accurately document your study’s custom design.
2. Kickoff
We provide an engagement letter that clearly documents the scope, timing and fees. We create a study plan that outlines your process to gain the trust and support of the target company’s management.
3. Pre-Analysis
To prepare for the interviews, our study analyst reviews your investment documents and conducts secondary research, as well as in-depth interviews with key members of the target company’s management team.
4. Conduct Interviews
Our study team schedules the interviews and our study analyst conducts 30-minute business conversations with each interview target.
5. Source Insights Reports
Following each interview, our study team produces a highly detailed 8-12 page interview report. We email these reports to you as they are completed.
6. Executive Summary
You have the option of choosing to receive a high level Executive Summary. These reports are ideal for sharing with the investment committee and lenders.
7. Briefings
Our study analyst conducts a series of study briefings so you receive real time updates and insights as the interviews are completed. We also include a summary briefing following the completion of the study.