Click on the buttons to see each step
Idea generation and deal sourcing
Screening
& vetting
Deal
terms
Structuring & negotiation
Portfolio management
Structuring & negotiation
- Investment documentation
- Tax structuring
- None
- None
Portfolio management
- Value creation plan
- Board seat (ad-hoc)
- Quarterly fund NAV valuation reports, audited annually
- Technical advice to portfolio companies
- Stewardship on sustainability reporting
- Annual impact report on reduced plastic waste and GHG emissions, on governance and on engagement
- 3d party Audit of key impact metrics
Deal terms
- Negotiation of financial terms and governance (minority rights, exit rights, …) in line with returns target
- None
- Agree on company impact and ESG reporting and align on impact trajectory
Screening & vetting
- Commercial, legal and tax due diligence
- Management due diligence
- Own business case and valuation
- Technical due diligence
- Evaluation of scalability and systemic impact potential
- Scientific verification of environmental claims
- Governance questionnaire and Do No Significant Harm check (SFDR)
Idea generation and deal sourcing
- Prioritisation based on market intelligence
- Direct approach to companies, CEOs, advisors and strategics
- Dealflow from related GPs
- Market watch of new regulation, technologies and market trends
- Opportunity identification
- Check alignment of opportunities to solution pathways
- Focus on unlocking funding gaps
- Review of policy and scientific papers
Financial screening
LOIM Plastic Circularity team
Technical evaluation
AEPW Technical Solutions Center
Impact screening
Lombard Odier Sustainable Investment Solutions