Due Diligence for Investment Target
A growth-focused private equity firm was evaluating a capital investment in a small but promising 3D printing shop. While the financials appeared sound, the firm needed deeper operational and technical due diligence—particularly on product readiness, IT infrastructure, and manufacturing scalability—before proceeding with the deal.
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[Chuck] led a quick operational and technical due diligence process. He interviewed the company’s founder using a tailored diligence questionnaire, focusing on key risk areas such as production workflows, intellectual property, technology maturity, and IT systems stability.
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The diligence findings were compiled into a report with risk indicators, scalability assessments, and investment considerations. [Chuck] provided clear recommendations regarding operational readiness and opportunities for post-investment value creation
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The investment committee received the report positively, citing it as instrumental in their evaluation process.
