Select one of your colleagues from each of the members fields below to dynamically assign them to the tasks in this workflow run.
Select one of your colleagues from each of the members fields below to dynamically assign them to the tasks in this workflow run.
Hi there workflow builder!
We've automatically created dynamic role assignments for you in this workflow. Each time you run your workflow you can select someone in your team from the dropdown to be assigned to the tasks.
Pro tip: Tasks can be assigned in bulk. Hold your cmd/ctrl key and click shift or cmd/ctrl on the task list to select the tasks you'd like to assign.
*Delete this widget after digesting this information, as this content will appear on your workflow run*
In this step, you need to identify potential investment opportunities. Consider various factors such as market trends, industry performance, and customer demand to determine potential investment avenues.
Key questions to address are:
Tools required for this task:
Now that you have identified potential investments, it's time to gather detailed information about each investment opportunity.
Key information to collect:
To obtain this information, you may need to:
In this task, you need to perform a preliminary risk assessment of the potential investment. Identify the major risks associated with the investment opportunity and evaluate their potential impact on the investment's success.
Consider the following aspects:
To assess risks, you may need to:
In this crucial step, you need to conduct a comprehensive market analysis of the investment opportunity. This analysis will help you understand the market dynamics, customer behavior, and competition.
Key areas to investigate:
To perform the market analysis, consider the following:
Now it's time to evaluate the profitability of the investment opportunity. Assess the potential financial returns and determine whether the investment aligns with your investment goals.
Key factors to consider:
To evaluate profitability, use the following tools:
In this task, conduct legal compliance checks to ensure that the investment opportunity complies with all relevant laws, regulations, and policies.
Key areas to assess:
To ensure legal compliance, take the following actions:
Now, assess the financial health of the company offering the investment opportunity. Analyze the company's financial statements, cash flow, and profitability to determine its stability and growth potential.
Key financial aspects to evaluate:
To assess company financials, you may need to:
In this task, you need to examine the management team of the company offering the investment opportunity. Assess the team's qualifications, experience, and track record to ensure their capability to execute the investment strategy.
Key areas to evaluate:
To examine the management team, you may need to:
In this task, conduct a deeper analysis of the risks associated with the investment opportunity. Identify and evaluate potential risks that may have been overlooked in earlier assessments.
Key areas to focus on:
To perform the risk analysis, consider the following actions:
In this task, you need to finalize the investment report that summarizes all the analysis, findings, and recommendations. The investment report will serve as a comprehensive document for decision-making.
Include the following in the report:
Tools and resources for this task:
It's time to make a decision on whether to proceed with the investment opportunity. Review the investment report and consider all the analysis, findings, and recommendations to arrive at an informed decision.
Key factors to consider:
To make a decision on the investment, you may need to:
