Our Unique Approach
OS Impact’s due diligence process is designed for collaboration. The research and scoring process is fully defined for all areas guiding those conducting due diligence research. We also utilize a three-phase gated process requiring satisfactory completion of the work in each phase before we move on to the next.
Throughout all phases, multiple researchers use a four-point scoring system to resulting in an unbiased, comprehensive, and detailed due diligence assessment.
Fair to Entrepreneurs
Before we start our process, we review every factor we will assess with the entrepreneur. We also consider any aspects we feel should be adjusted in our assessment based upon the unique combination of resources, education and experience of the entrepreneur to ensure we are fair and equitable in our analysis.
Designed for collaboration
Our due diligence process has been designed for collaboration between individual investors, groups of investors or different angel investment groups. The process for evaluating each area of a business is fully defined including.
- What to consider in the evaluation
- Documentation to request from the startup
- Required outside contacts
- Necessary independent research needed to verify information on the company and its operating environment
A Scoring Process that Limits Bias
Each area we consider in due diligence is scored on a one to four scale and an additional disqualifying score. We provide a scoring rubric to guide scoring, and each category is scored by at least three reviewers, one of which is separate from the due diligence research. Score discrepancies are highlighted and must be resolved to complete scoring.
A Three-Phase Gated Approach
Successful completion of a phase is required before we commence on additional work. This ensures that avoid assessments that may not be needed before resolving anything that could disqualify it from our consideration.
- Phase 1: Company and Deal
- Phase 2: Products and Markets
- Phase 3: Exits and Impacts
