Workshop outcomes

1. Identify Fund establishment requirements in terms of:

Policies & procedures | Tools & templates | Processes & reporting | Filing | Frameworks Legal documentation

2. Create an understanding of the sector and SMEs including:

• The Growth Finance sector
• Viability based investment & why more than money is required
• PE vs Growth Finance & portfolio returns and valuations

3. Identify investment facility establishment criteria & practices

• Identify various types & criteria of investment structures
• Consider various Fund agreements
• Identify Fund management aspects

4. Establish an investment process by considering:

• Investment stages & pre– and post-finance steps
• Portfolio management requirements

5. Apply BDA principles which includes:

• Defining BDA & identifying BDA stages
• Determining the quality requirements for BDA
• Identify warning signs indicating BDA is required

6. Consider sustainable investment requirements

• Place sustainable investment in context
• Consider risks involved
• Create a framework for sustainable investment
• Implement a sustainable investment policy
• Consider Investor reporting requirements