Investment process

Scope has put considerable effort into establishing a structured and disciplined approach to evaluating investment opportunities, the decision-making process and the active value creation and realization.

The defined decision making processes, tools, and templates enable us to leverage our knowledge base and resources in order to maximize investment returns. Scope has designed its processes to ensure that the entire firm's collective experience and expertise are integral parts of the decision-making process.

Scope's evaluation process is carried out in three stages:

Screening

An initial evaluation covering the key characteristics of an investment opportunity is performed and presented to the Scope team. Based on the screening, a decision whether or not to continue to the next stage, comprising a more thorough evaluation, is made.

Evaluation

A thorough evaluation of an investment opportunity's key success factors is carried out alongside the development of a plan and structure for the investment. The analysis is presented to Scope's Recommendation Committee, after which they decide whether or not Scope should continue its evaluation and present the investment opportunity to the board of directors.

Due Diligence

During the due diligence stage all the critical value drivers are identified and understood and key information is verified. From time to time Scope will bring in external experts for evaluations that require special competence. Confirmatory due diligence from legal, accounting and other perspectives is always performed. Then, a final analysis and recommendation is presented to the board of directors, based on which the board will make a final investment decision.