diff --git a/firm_investment_thesis_questions.md b/firm_investment_thesis_questions.md new file mode 100644 index 0000000..64b6b07 --- /dev/null +++ b/firm_investment_thesis_questions.md @@ -0,0 +1,67 @@ + +# Questions to Help Generate an Investment Thesis for a Firm with Multiple Investment Funds + +## Firm Vision and Mission +1. What is the overarching mission and vision of the firm? +2. What are the long-term goals for the firm’s impact and financial performance? +3. How does the firm differentiate itself from other investment firms? + +## Fund Structure and Focus +4. How many funds will the firm manage, and what are their individual purposes? +5. What is the primary focus of each fund (e.g., venture capital, private equity, real estate, ESG)? +6. What are the target asset classes or industries for each fund? +7. Are there specific geographic regions the funds will focus on? + +## Target Investors +8. Who are the intended investors for each fund (e.g., institutional investors, high-net-worth individuals)? +9. What is the minimum and maximum investment size for investors? +10. What value propositions will attract and retain investors? + +## Market Analysis +11. What trends or gaps in the market is the firm aiming to capitalize on? +12. How does the firm plan to stay competitive in evolving market conditions? +13. What metrics will be used to evaluate market opportunities for each fund? + +## Fund Strategy +14. What is the investment strategy for each fund (e.g., growth equity, seed-stage funding, distressed assets)? +15. How will portfolio diversification be managed across funds and within each fund? +16. What risk management strategies will the firm implement? + +## Value Creation +17. How will the firm add value to portfolio companies or investments (e.g., operational support, strategic guidance)? +18. What networks, partnerships, or resources can the firm leverage for its investments? +19. How does the firm plan to measure its success in value creation? + +## Governance and Operations +20. What is the governance structure for the firm and each fund? +21. How will the firm ensure transparency and accountability for its investors? +22. What operational systems or tools will be used to manage the funds? + +## Team and Leadership +23. Who are the key leaders and decision-makers at the firm? +24. What experience and expertise does the team bring to the firm’s strategy? +25. What plans are in place for team growth and development? + +## Performance Metrics +26. What financial and non-financial metrics will be used to evaluate fund performance? +27. What benchmarks or KPIs will be established for success? + +## Fundraising and Capital Deployment +28. What is the fundraising target for each fund? +29. How will the firm allocate capital within each fund (e.g., initial investments, follow-on investments)? +30. What is the expected timeline for deploying capital and achieving returns? + +## Regulatory and Legal Considerations +31. What regulatory requirements must the firm and funds comply with? +32. How will the firm ensure ongoing compliance with legal and ethical standards? +33. Are there specific ESG or impact goals the firm aims to align with? + +## Exit Strategies +34. What are the primary exit strategies for investments (e.g., IPO, acquisition, secondary sales)? +35. How will the firm ensure favorable exit conditions for its investors? +36. What is the projected timeline for typical investment exits? + +## Future Outlook +37. What is the firm’s long-term vision for scaling its funds and operations? +38. How will the firm adapt to potential economic or market shifts? +39. What role will innovation and technology play in the firm’s future strategies?