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Investment Analysis

Thorough analysis of investment opportunities is
critical to making informed decisions. Typically,
the Fund requires that each company provide:
- a detailed description of the company,
including information about background,
products, competitive position, markets
served, production, management, etc.
- a written business plan outlining the
anticipated growth of the business and
supporting the assumptions used in
the projections
- projections for the next three years
(balance sheets, income statements
and cash flows)
- historical financial statements for
at least three years (balance sheets,
income statements and cash flows).
In cooperation with the management of each
Portfolio Company, Maguey will confirm the
historic data by applying customary financial
auditing techniques and will substantiate the
assumptions and projections through direct
interviews with industry specialists, suppliers,
customers, and other appropriate sources.
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