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 who are new to the process.

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

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

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

A copy of the application SVP Cleveland’s uses in its first round of investee applications, prior to narrowing down to five finalists.

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

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

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.