Case 4.3:  Valhalla Partners Due Dilligence

 

Questions

 

 

1.                 What business is TX involved in?  What is the background of the firm? 

2.                 What principles are incorporated into Valhalla Partners’ due dilligence?

3.                 What was discovered in the due diligence of TX?

4.                 What do you think of TX’s business?

5.                 From the memo that was developed for the potential TX investment, what can you infer about the way that Valhalla looks at risks and rewards?

6.                 Has the Valhalla investment memo addressed the three big questions?

a.      Is the market real?

b.     Can TX win over its competitors?   

c.     Is it worth the investment?

7.                 How are the customer calls a part of the due diligence process?

8.                 What is the impact of investing at a $10,000,000 pre money valuation?

9.                 What about the 100 day plan?

10.             Why did Valhalla generate 2 different due diligence paths?

11.             What are the downsides to each of these approaches?