Our Deal Flow Process

 
  • The Board, Investment Committee, management and students source deals for the student investment fund as well as for other area funds.
  • From the initial sourcing, students and management perform an deal screen around a predetermined set of criteria.
  • If a company scores high enough in the screening process, a team of students ranging from interns to senior associates is staffed and works under the supervision and tutelage of management to prepare a due diligence memorandum and committee presentation as well as come up with a sound investment recommendation.
  • The memorandum is then sent to the Investment Committee, made up of investment professionals with deep experience in investing, and students present their recommendation at an Investment Committee meeting.  
  • The Investment Committee then makes a decision as to whether the Fund will invest in the company or companies presented.