Patrimonium has a 3-stage process to analyse and document its investment proposals for the Investment Committee (IC):
--A formal one-page investment analysis ("Teaser Check") is prepared
-A more comprehensive description of the investment case, including the valuation and the envisaged transaction structure, is prepared (i.e. the "Investment Summary").
-The Investment Proposal incl. DD reports covering also ESG-issues where deemed necessary
All documents do address risks and important issues as deemed relevant. The investment proposal must include a section regarding ESG issues and important potential issues will be reviewed together with the support of external experts as part of the due diligence process. The due diligence reports will always be disclosed to the IC and the directors of the General Partner before an investment decision is taken.