Question

Analysis Sections Points

1. Opportunity Evaluation 25

Product/ Service strengths; weakness

Analyze market segment; potential

How attractive (or not) is the industry: Direct/ Indirect Competitors

Analyze trends; regulations; other issues

What is the stage: Risk? Proof? (secondary; primary; real)

Analyze pricing, including value added and margins

Your analysis: How good is the opportunity and long-term sustainability

2. Business & Marketing Strategy 25

Product/ Service strengths; weakness

Analyze market segment; potential

How attractive (or not) is the industry: Direct/ Indirect Competitors

Analyze trends; regulations; other issues

What is the stage: Risk? Proof? (secondary; primary; real)

Analyze pricing, including value added and margins

Your analysis: How good is the opportunity and long-term sustainability

3. Management 25

What are the management needs for the business to achieve its goals?

Evaluate management/ team v. needs: Education; expertise; industry; track record; motivation

4. Analysis and Recommendations? 25

Key pros

Key negatives

Financial Analysis - Specify how much money the company will make (projections) and any other financial information to make your case (ex. current financial performance and discuss its impact on future earning potential)

What is your recommendation – invest, more study or reject. Study costs. Must include quantitative analysis to further enhance your recommendation