For Institutional Investors, ChurchillTerry offers:
- Evaluation
- Evaluation of potential investment opportunities
- Participation at entrepreneur and company presentations
- Assessment of management projections
- Consideration of the impact of industry and market trends on potential investments
- Advice on the impact of economic conditions on potential investments
- Due Diligence
- Analysis of company financial performance against peers
- Objective assessment of management team
- Verification of customer opinion and satisfaction
- Development of investment structure and terms
- Valuation
- Determination of appropriate investment value
- Evaluation of potential equity dilution impact of future investment rounds
- Creation of follow-on investment structure
- Documentation
- Preparation of semi-annual reports for limited partners
- Calculation of portfolio returns
- Creation of marketing materials for fundraising
- Oversight
- Oversight of company strategy and financial condition going forward
- Assessment of company value over time
- Analysis of private and public markets for potential exit strategies
In addition to its back office services, ChurchillTerry provides Business 20/20™ services for its clients’ companies to help them maximize their value.
