Customer profile: Investment fund
Challenges: quick and agile analysis of different investment opportunities in the renewable sector
Description: the two keys to this type of advice are agility and flexibility. They are fast processes in which technical and business advice must be quick and very specific. Analyses are varied and range from investment opportunities in start-ups to equity funding of renewable projects.
To achieve all this, a process with the following characteristics was designed:
– Standard report structure with the key points in every analysis: sales plan, differential technology, competition, target customers, etc
– Report of conclusions and recommendations with analysis of risks and opportunities
– Support in meetings and negotiations In conclusion, the idea of the project was to put the experience in the renewable sector at the service of the client and to give this experience a quick and useful structure to serve as an element of support for the decision.