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The Complete Direct Investing Handbook by Kirby Rosplock

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CHAPTER 7Sourcing, Deal Flow, Screening, and Deploying Direct Investments

Contributing Author: Euclid Walker

The purpose of this chapter is to provide a framework and action steps to sourcing deal flow, screening opportunities, and making direct investments. What is so critical about the sourcing, screening, and deploying steps of the investment process? This stage of the process is where investors are accessing hopefully the best-in-breed direct investment opportunities, screening for those that meet their unique investment criteria, and then efficiently and effectively deploying capital into these direct investments.

Equipped with an investment thesis as well as knowledge of the industry, the size and type of investments that an investor ...

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