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SVP Model Step-by-Step Grant Process

02/21/2018

All SVPs may refine and put their own spin on grantmaking, but this document lays out the general grantmaking process that most SVPs undertake.

SVP Minnesota Typical Site Visit Agenda and Questions to Ask

12/19/2017

A document outlining the typical agenda for a site visit, as well as questions to ask during the visit. This resource is helpful for members of the due diligence team […]

SVP Minnesota Site Visit and Final Evaluation

12/19/2017

The form SVP Minnesota uses to evaluate a potential investee during a site visit.

SVP Minnesota Due Diligence Scorecard

12/19/2017

The scorecard that SVP Minnesota uses to evaluate each potential investee during the due diligence process.

SVP Minnesota Request for Proposal Rubric

12/19/2017

Scoring criteria for SVP Minnesota’s RFP for potential investees.

SVP Cleveland Full Proposal Evaluation Process

12/18/2017

The process that SVP Cleveland’s investement team undertakes to evaluate investee proposals, as well as the tools and forms used to assess finalists, and information about conducting site visits.

SVP Cleveland Full Proposal Application Form

12/18/2017

SVP Cleveland’s full proposal application form that investee finalists complete during the investment process.

SVP Cleveland Round 1 Application Scoring Tool

12/18/2017

The scoring tool that SVP Cleveland uses to evaluate investee applications received in round 1 of the investment process.

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