Glossary
Deal screening
The first pass over incoming opportunities, deciding which deserve full diligence.
Screening tests each opportunity against the firm’s mandate: sector, stage, geography, cheque size and the thesis the firm is pursuing. Most opportunities stop here.
The risk at this stage is inconsistency. Team members apply the mandate differently, and deals are passed on for reasons that are never written down.
In Hebrides
Research insights scores each opportunity’s fit with your thesis, which the firm lens applies to every analysis.
Firm lens