Assess the opportunity against the mandate.
Review cheque size, revenue profile, geography and the effect on existing exposure.
Documents, periods and the figures they support.
Establish eligibility for further diligence
A mandate screen identifies whether an opportunity meets the family’s initial criteria. It supports the decision to investigate further. Management claims, valuation, legal terms and the wider investment case still require review before any commitment of capital.
Show each criterion and its evidence
Compare the proposed cheque, geography and revenue profile with the family’s criteria. Include sector exposure after the proposed investment. Avenset displays the inputs behind each check, preserves missing information and makes failed constraints visible in the assessment.
- Cheque size and ownership sought.
- Geography and the relevant operating exposure.
- Revenue scale, recurring revenue and operating profitability.
- Concentration after adding the proposed investment.
Carry the open questions forward
The screening memo should state which criteria are met, which exceptions need approval and which information is missing. Include relevant portfolio overlap and earlier pass rationale. Record the proposed next step, the reviewer and the diligence questions requiring an answer.
