In order to give an idea of the work that Endeavour Ventures puts in to the Investment Summaries and then the steps in taking our clients’ – and our own – investment to completion and beyond, we set out below an indication of the process:

Making the investment

1. The Directors review and analyse all potential investments.

2. A Director decides that a potential investment is worth putting to the other Directors – perhaps after some informal research – and so writes the Initial Appraisal for the company.

3. The Initial Appraisal is approved and a Term Sheet is agreed with the company.

4. Due diligence on the company is done - involving references, financial review and competitor analysis.

5. The Investment Summary is written, outlining the business and highlighting the due diligence carried out.

6. Interest is sought from clients and cheques received for the subscription amounts. 

7. Cheques are held until sufficient funds are received as per the Term Sheet signed by the company.

Managing the investment

1. The portfolio of investments made by Endeavour Ventures and their clients is reviewed weekly and developments monitored.
2. A Six Month Review is prepared by the companies in a standard format and circulated to our invested clients.