Investment Systems Diagnostic | Qualification
Ce formulaire permet de vérifier si l’Investment Systems Diagnostic correspond à votre situation et à votre périmètre.Comptez environ 4 minutes. Aucun document confidentiel n’est demandé à ce stade.This form helps determine whether the Investment Systems Diagnostic is a good fit for your situation and scope. It takes about 4 minutes. No confidential documents are requested at this stage.
Organisation and Contact Details
Organisation name
*
Organisation website
*
Contact name
*
First Name
Last Name
Professional email
*
example@example.com
Phone number
Please enter a valid phone number.
Format: (000) 000-0000.
Organisation Profile
Organisation type
*
Fund / investment vehicle
DFI / development institution
Investment programme
Investment platform
Family office
Accelerator with investment mandate
Other
Respondent role
*
CEO / Managing Director
CIO / Investment Director
Investment Manager
Programme Director
COO / Operations
ESG / Impact
Other
Current Investment Process and Scale
What prompted this diagnostic?
*
Slow deployment
Inconsistent screening
Excessive due-diligence workload
Heterogeneous investment memos
IC / governance friction
ESG / impact complexity
Scaling / formalising the process
Portfolio monitoring disconnected from initial decisions
Other
Is the investment process currently operational?
*
Yes, fully
Yes, partially
Being redesigned
Not yet operational
Approximate annual investment activity
*
<25 opportunities
25–100
101–300
301+
Prefer not to disclose at this stage
Approximate number of investment decisions / investments per year
*
0
1–5
6–15
16+
Prefer not to disclose at this stage
How many people are directly involved in the investment process?
*
1–3
4–10
11–25
25+
Jurisdiction and Documentation Scope
Main jurisdiction for the investment process
*
Does the diagnostic need to cover more than one materially different jurisdiction, vehicle or investment process?
*
No
Yes
Not sure
Which documentation is currently available?
*
Investment policy / mandate
Screening / eligibility criteria
Due-diligence checklist
IC governance / Terms of Reference
Investment memos
ESG / impact framework
Pipeline / rejection data
Portfolio monitoring / reporting
Process documentation
Other
Approximately how many principal documents would need to be reviewed?
*
1–5
6–10
11–20
20+
Not sure
How many stakeholders should be interviewed?
*
1–3
4–6
7+
Not sure
Use Case, Timing, and Compliance
What would make this Diagnostic useful?
*
When would you ideally like to start?
*
Within 2 weeks
Within 1 month
Within 3 months
Exploring
What are you looking for primarily?
*
Fundraising / investor introductions
Transaction-specific due diligence
Legal / tax / regulatory advice
Valuation / financial modelling
Creation of an investment fund from zero
None of the above
I have read the privacy notice and understand how my data will be used to assess this request.
*
I have read the privacy notice and understand how my data will be used to assess this request.
How did you hear about Shaïla Sahai Advisory?
ChatGPT
LinkedIn
Referral / recommendation
Event / conference
Search
Other
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utm_campaign
utm_content
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Internal qualification result
Please Select
GREEN
AMBER
RED
Preferred communication language
*
Please Select
Français
English
I confirm that I am requesting this service for professional purposes on behalf of, or in connection with, my organisation or professional activity.
*
I confirm that I am requesting this service for professional purposes on behalf of, or in connection with, my organisation or professional activity.
Please do not upload or send confidential investment documents through this qualification form. If sensitive materials are needed later, we will provide the appropriate confidentiality and secure-document route.
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