Investor Second Opinion. Before you invest.
An independent review for an investor, family office or business angel considering a private-company investment—testing the proposition, valuation logic, expected return, exit pathway and principal risks.
01
The situation
- You are considering an investment in a private company and want the core investment case challenged before committing capital.
- You want an experienced independent view of the proposition, its commercial logic and the assumptions behind the expected return.
02
Questions we test
- Does the investment proposition make commercial sense?
- Are the valuation, expected return and exit assumptions credible?
- Which risks, dependencies or unanswered questions deserve further challenge?
- Should you proceed, negotiate, investigate further or reconsider?
03
What you send
- A short intake questionnaire.
- Up to three relevant documents—such as the pitch deck, proposed terms and financial information.
- Up to 50 pages of material in total.
04
What you receive
- A 90-minute investor session focused on challenging the investment case.
- An independent assessment of the proposition, valuation logic, return pathway and principal risks.
- A clearer view of the questions to resolve before committing capital.
05
Included
- Intake questionnaire.
- Review of up to three documents and 50 pages.
- 90-minute session.
- Independent Investor Second Opinion.
06
Not included
- Legal or tax advice.
- Due diligence or a formal valuation report.
- Negotiation, document preparation or investment execution.
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