Know your investee better
Personality profiling for due diligence
Investing in companies means investing in their Leadership Teams.
As a venture capitalist or angel investor, you already conduct due diligence.
But traditional background checks don’t fully account for personalities and team dynamics.
With the help of CliftonStrengths®, the HBM Alpha Returns Program™ reveals and mitigates clashes in vision, differences in values, cultural mismatches, personality conflicts, power struggles, resentment and egos.
The Program helps you avoid the embarrassment of having to withdraw a term sheet from your Investment Committee’s consideration, or worse, costly mistakes which require you to take on the dreaded “interim CEO” role after the Leadership Team has fallen apart.
There are two ways investors can get to know the teams leading their possible investees, whether it is a private equity fund, venture capital fund, start-up, or corporate acquisition target:
Spend 24 hours a day with them for an extended period, observe them in all manner of circumstances, including in their office, during presentations, in social settings, on your boat or golf course, with their families, friends and colleagues, during ordinary course of business and at times of stress.
Qualify them through the HBM Alpha Returns Program™ and know within 24 hours whether you should be working with them or not, or what areas of your relationship require special attention.
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Introducing: the HBM Alpha Returns Program™
Through our proprietary methodology we provide you with insights into ten characteristics of successful investee team members:
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Strong business builder and entrepreneurial mindset
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Ability to think strategically
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Ability to execute
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Strong team builder
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Strong people-centric leader
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Detail-oriented, balancing against the bigger picture
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Astute decision maker
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Highly competent negotiator in different settings and cultures
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Highly compelling communicator, especially including any bad news
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Strong sense of long-term stewardship of the business and your money
In addition, investors can customize the weighting given to categories 1-10, so you receive both the normalized and your customized score.
Investors also receive qualitative guidance about the investee team's:
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Strengths
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Areas of weakness
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Areas of potential conflict
Would you like to know more about Succession Coaching for HNWI?
Get started today
1
You invite your investee team to take part in the program as part of your due diligence process
2
Team members take the market-proven Gallup CliftonStrengths® online assessment, which takes 20 minutes of their time
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We provide you with a proprietary dossier with a qualitative and quantitative assessment of each team member, and the team as a whole. Team members are not interviewed by us.
You will know within 24 hours whether you really want to invest in that team – or not.
It also reveals grey areas, so you might still decide to invest with no illusions about the weaknesses of the team, to understand where more nurturing and guidance will be required, and where shortcomings need to be augmented with additional hires.
Have you already made the investment? The HBM Alpha Returns Program™ still allows you to make, or ask for, changes to teams on an informed basis.
Robert van Zwieten, immediate past President & CEO of the Emerging Markets Private Equity Association (now known as the Global Private Capital Association), the global industry association for private capital investors in emerging markets, and a former Director at Asian Development Bank responsible for its USD 1 billion portfolio of private equity fund investments; and
Mark Laudi, CEO of Hong Bao Media, a Gallup-certified Advanced CliftonStrengths® coach, and former CNBC television anchor