DINA GLOBAL

Practical guide

Preparing an investment project for initial dialogue

The minimum package needed to understand the project, stage and next decision.

Preparing an investment project for initial dialogue

Use this guide before requesting a proposal: it helps gather comparable source data and identify constraints early.

What to prepare

  1. 01

    State the problem, solution, market and why the project is timely.

  2. 02

    Describe the sponsor, team, assets, rights, site and work completed.

  3. 03

    Explain the product, customer, business model and evidence of demand.

  4. 04

    Prepare a financial model with assumptions, capital need and scenarios.

  5. 05

    Describe legal, technical, market, currency, logistics and management risks.

  6. 06

    State the partner offer: participation format, stage, resources required and next decision.

Common mistakes

  • Opening with a long history without a clear partner proposal.
  • Showing forecasts without underlying assumptions.
  • Hiding the stage, constraints and unresolved project issues.

The exact review and work scope is defined after examining the specific task and documents.

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