Phase 3 Scorecard
Email; same as in Slack
How well did the client explain their target investors and how they plan to approach them?
Is the client raising capital from international investors? Do they fully understand the regulations to conduct this activity?
Did the client effectively explain the investment terms and how they will conduct investor due diligence?
How confident are you in the team to execute on this strategy?
Is the client ethical? And, do they understand the need for transparency when reporting Fund performance?
How well did the client explain the ongoing attractiveness of the Fund? Do they have a plan?
Does this member pass this Phase?
Yes
Not yet
Submit
Submit
