Due Diligence for Family Office Investment

  • Case Study:
  • Gene Editing
  • Family Office
  • Research Tools
  • Due Diligence

Client

Family Office sought assistance to determine follow-on investment potential in a gene-editing research tools and services company they had funded previously leading to a good return.

Approach & Deliverables

  1. Performed primary and secondary market research, and analysis of company plans and financials.
  2. Interviewed subject matter experts, venture investors, industry leaders.
  3. Evaluated historical performance, financial statements and future business plan
  4. Analyzed core technology and capabilities and IP position
  5. Assessed competitive landscape and market opportunity

Results

  • Uncovered significant issues for future success, including significant new competition (US and OUS), erosion of technology advantages, cash flow position