A US family office was interested to invest in a Kenyan SME but struggled to gather sufficient information to complete a deal.
The company had 5 years’ track-record but had not documented its growth strategy nor implemented important systems and processes.
- Evaluated existing operations through site visits and many close interactions with company team
- Prepared ‘100 day’ plan to guide company on how to deploy the capital it would receive and prepare for rapid growth
- Completed detailed due diligence based on deep interactions with the company and strategy work, prepare full diligence memo
- Recommended deal structure and terms based on our market experience and due diligence findings, prepared quasi-equity deal structure and helped finalize term sheets
Based on our due diligence report, the family office completed an investment of $450k in the company, based on the recommended investment structure.
The business used this capital to pursue growth according to the post-investment plan we created, leading to an immediate improvement in systems & processes and alignment on growth objectives.