QUESTIONS
Preparing a business introduction
Begin with the business or asset, the decision being considered and the purpose of the capital.
A useful introduction provides enough context to understand the opportunity without requiring a full transaction review. Describe what the business does, how it earns revenue, who owns it and what has prompted the conversation.
Explain the intended use of capital in practical terms. An ownership transition, property acquisition, expansion plan and refinancing need involve different questions. Distinguish established facts from forecasts and identify material information that is not yet available.
For an asset or project, describe its location, current use, operating status and any major development or contractual milestones. For a company, explain its customers, management structure and relevant operating history. An introduction does not establish an investment commitment or approval.
A concise starting point
Business and ownership
Company or asset name, location, activities, ownership structure and the person responsible for the discussion.
Purpose and context
The decision under consideration, intended use of capital, existing obligations and relevant transaction circumstances.
Financial information
Available financial statements, operating measures and supporting information, with facts separated from estimates.