due diligence & execution

This is the most crucial stage of the investment process, in which the outcome can determine whether the investment will proceed or not. This stage is composed of a two aspects, (1) a thorough investigation on the business, from the management team to the legal contracts and financial results, and (2) valuing, structuring and negotiating the transaction. tandem can act on behalf of the investor or the entrepreneur and provide support and coordination throughout this process through the following array of services.

financial modeling & investment analysis

Investors often require financial projections in order to understand the investment requirements, evaluate the assumptions and validate the business model. tandem has accumulated experience in developing financial models that are based on logical assumptions and that aid both the entrepreneur and investor in analyzing the business.

business valuation

There are various methods to valuing a company that depend on the nature of the business in question. Determining an appropriate valuation for the business is crucial in negotiating and structuring any investment, and identifying the potential returns to investors. tandem is able to perform high-level and detailed business valuations across multiple methods that are used for both internal and investment purposes.

due diligence support & coordination

tandem aims to support the entrepreneur or investor by thoroughly reviewing the business activities and performance, management team, customers, suppliers, organizational culture, competition, market and financial assumptions used for valuation purposes. All legal, financial and technical due diligence will be outsourced to third parties managed by tandem.

deal structuring

Achieving an optimal deal structure is important to ensure that both parties are aligned with one another for the long run. There are various structures, terms and clauses that can be used in the construction of a term sheet and shareholders agreement. tandem, with support from its experienced advisory board, is able to create term sheets and shareholders agreements aimed at proposing mutually beneficial and commercially viable investment terms.