Start with the investment thesis
A screening exercise becomes useful when it reflects what the investor can fund, operate, influence and ultimately monetise. Country or asset rankings without this anchor often create long lists but little conviction.
Separate gates from rankings
Some criteria determine whether an opportunity is investable at all; others determine how attractive it is relative to alternatives. Treating both as a single weighted score can hide critical constraints.
- Strategic and mandate fit
- Materiality and development maturity
- Fiscal and contractual attractiveness
- Funding and execution requirements
- Partner, counterparty and exit considerations
Design the handover into diligence
A shortlist should end with explicit investment questions, data gaps and next actions. This converts market intelligence from an information product into the beginning of a disciplined diligence process.
This perspective is general information, not investment, legal, tax or transaction advice. Obtain advice for your specific circumstances.