Content of the investment proposal
In order for Saminvest to be able to process and make an initial assessment of a fund’s application, it must contain a detailed presentation of the investment proposal or a draft of a private placement memorandum (PPM) that includes the following information:
- The management team’s experience, investment credentials, and composition (including aspects of gender equality).
- The fund’s parameters (including the planned size of the fund), structure of the management company and the fund, its governance and decision-making process, and proposed terms.
- Market opportunities, including business flow, competition, and syndication partners.
- Strategy, including areas of focus with regard to geography and industries/sectors, capital allocation, expected return, and a plan for raising capital with a list of other investors.