Venture & Private Equity · Investment committee package
Building a Sun Belt Commercial HVAC Platform
A private equity thesis on rolling up regional HVAC service companies, argued in twenty pages the committee funds or kills on.
The brief, verbatim
Our private equity firm is forming a thesis on rolling up regional commercial HVAC service companies in the Sun Belt. Build the investment committee package: the thesis argued, the market with real numbers, the target profile and a screening framework, the value-creation plan for the first 100 days, and the IC memo that puts it all in front of the partners. We fund or kill on this document.
What the studio made
A twenty-page IC package: the recommendation up top, the decision chart, the argued thesis, the sourced market, the target profile and a weighted screening rubric, the underwriting model, the first-100-days plan, the risks and the kill test. Beside it, a live roll-up workbook where changing an assumption moves the returns bridge, the sensitivity grid and the screening verdicts, and a plain guide to running the rubric.
The finished work
Build your own
You have something to build. Brief the studio in plain English and watch a room of specialists build it.
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