HERE ARE SOME OF THE QUESTIONS WE ASK FOUNDERS:
Do you regularly spend time with other values-based CEOs with the intent of encouraging one another and sharing information?
How does the leadership team seek counsel/guidance from mentors?
Do you have a mission that includes your values?
What is your plan to measure how your strategy is working?
Do you plan to use a corporate chaplaincy program or equivalent employee care?
EMPLOYEES & THEIR FAMILIES
What is your plan to treat employees and their families the way they want to be treated?
What is your plan to treat customers the way they want to be treated?
How will you treat your partners (suppliers, channel partners, strategic relationships) the way you want to be treated?
How will you treat your community the way you want to be treated?
HERE IS HOW WE ARE SUCCESSFUL IN INVESTING:
PROPRIETARY DEAL FLOW
EVF partners have broad networks, are frequent speakers and authors, and have deep relationships with some of the largest company’s CEO, entrepreneur networks and impact forums.
RIGOROUS SELECTION AND EVALUATION PROCESS
EVF has developed a world-class due diligence process to analyze the strategic, operational, financial, management team, and impact potential of each investment opportunity. The highly-structured process results in an objective score for each core principle in each section of due diligence to provide better analysis and comparison. We source and partner with exceptional, high-performance management teams via an investment selection and evaluation process that is built to provide world-class consulting at every stage.
VALUE-ADDED ADVISORY AND GOVERNANCE PROCESS
EVF has embraced a set of advisory templates, processes, analytics, and reports to closely track portfolio company performance and to mentor companies through a continuous improvement process to drive growth and equity value more quickly, while at the same time maximizing their impact potential to the widest possible set of constituents and community participants. We have a talent pool and network to fill many corporate needs and we are experienced in structuring exits with impact in mind. We help portfolio companies raise their full capital needs and provide advisory and governance support.
VALUE-MAXIMIZING EXIT PROCESS
EVF is deeply involved in an ongoing exit strategy and planning process to insure portfolio companies are focused on the end goal of a smooth and successful exit. High-impact business models require the right exit to sustain the founder’s vision.
We have the experience to structure the right exit:
• Merger / Buyout with like-minded companies.
• Levered Management Buyback
• Off-market Private Equity liquidity
• Pooled vehicle purchase