Due Diligence and Reporting

Due Diligence and Reporting
The first step in any investment process is the Due Diligence (DD) Report. We accelerate the investment process by preparing a DD report for the company that assesses the investment opportunity and identifies strengths and weaknesses of the company for the entrepreneur and potential investors. This allows the entrepreneur-and the potential investor-to make better deal decisions and assess performance enhancement opportunities and provide a pre and post- acquisition analysis and agenda.

Private equity firms are renowned for the deal discipline that guides their decision-making and we bring this discipline to the entrepreneur, allowing them to best determine how to proceed with an investment. The DIR team understands the discriminating mindset of Angel Investors and Venture Capitalists and brings this analytical rigor, independence and vast range of industry and functional expertise to the painstaking work of vetting a prospective investment opportunity. Do It Right’s reputation has been built on this independent analysis and is well respected throughout the investment community.
Because of our expertise and reputation, we show our network of private investors how a proposed deal will help them make money. Even though we represent the entrepreneur, our work and advice is transparent to our network, ensuring complete trust in our process and recommendations. This benefits the entrepreneur as much as it does the investor because TRUST is the cornerstone of this process. The investor makes the final decision, but we provide the information in a format that they can quickly-but not easily-make an informed decision and is based on our reputation and the trust we have developed.

Our DD process tests the potential investment by concentrating on the big issues that will determine the deal's ultimate success. We combine fieldwork interviewing customers, suppliers and competitors with financial analysis to build a proprietary understanding of the investment's true cash flow potential. Finally, as the final part of the due diligence process is helping clients develop an agenda for creating value once the deal is closed.