FINSTAR
Four stages from thesis to value.
Each stage ends with evidence and a decision, not merely a report.
- 01
Frame the thesis
Define the investment logic, screening criteria, mandate boundaries and questions that can change the decision.
Thesis and decision map - 02
Build the evidence
Test the market, economics, rights, operations, technology and the quality of available data.
Model and risk register - 03
Align the transaction
Connect findings to valuation, terms, accountability, milestones and the transition plan.
Terms and closing plan - 04
Create value
Launch the first 100 days, reporting, digital change and regular review of investment assumptions.
Governed change portfolio