Nu Business Solutions
Investment Opportunity Comparison Checklist
| Checklist Item | Investment A | Investment B |
|---|---|---|
| Do I understand who is behind this opportunity and their track record? | ||
| Is the business model clear and easy to understand? | ||
| Do I know what risks are involved and how they are managed? | ||
| When and how will I receive a return, if at all? | ||
| Is the return fixed or based on performance? | ||
| Is my capital locked in, and for how long? | ||
| What happens to my investment if the business fails? | ||
| Does the business have room to grow and scale over time? | ||
| Will I receive regular updates, reports, or communication? | ||
| Why does this opportunity make sense now, in this market? | ||
Investment opportunity assessment Quick Guide
- Management Tenure: How long has the current management been in place? Stability at the top can indicate reliability.
- Staff Turnover Rate: What’s the turnover rate for key staff positions? Low turnover can mean higher productivity and trustworthiness.
- Customer Acquisition Plan: Does the project have a clear strategy for bringing in new customers or clients?
- Sales Traffic and Projections: What do the sales and booking numbers look like? Is there consistent demand?
- Customer Retention Strategy: How does the project keep existing clients coming back?
- Feedback and Improvement Process: Is there a system for gathering and acting on customer feedback?
- Local Market Conditions: How well does the project handle local challenges like seasonal changes or staffing issues?
- Financial Transparency: Are the financials clear and transparent? Can investors see where the money’s going?
- Crisis Management: How does the team handle unexpected challenges?
- Long-Term Vision: What’s the plan for growth or expansion? Is there a roadmap for the future?