1. CommercialDue diligence consultationThe Four Steps

The process of commercial due diligence consultation generally includes the following four steps:

Step 1: Determine the scope and methodology of the investigation. In this step, the consulting team needs to communicate with the investor, understand the investor's goals and needs, clarify the purpose and focus of the investigation, and formulate the scope and methods of the investigation, including the time, place, objects, tools, etc. of the investigation. The consulting team also needs to sign a confidentiality agreement with the target company to obtain relevant information about the target company, such as business plan, financial statements, organizational structure, product introduction, etc.

Step 2: Conduct market and industry analysis. In this step, the consulting team needs to collect and analyze relevant data and information on the market and industry in which the target company is located, such as market size, growth rate, structure, trends, drivers, risk factors, policies and regulations, industry competitiveness, industry barriers, etc. The consulting team also needs to assess the target company's positioning and strengths in the market and industry, as well as the opportunities and challenges it faces.

Step 3: Conduct customer and competitor analysis. In this step, the consulting team needs to understand the target company's customers and competitors through interviews, questionnaires, observations, etc., such as customer needs, preferences, satisfaction, loyalty, buying behavior, decision-making process, etc. The consulting team also needs to analyze the target company's customer value proposition and competitive advantages, as well as its reputation and influence among customers and competitors.

Step 4: Do a financial and operational analysis. In this step, the consulting team needs to review and analyze the financial and operational status of the target company, such as revenue, cost, profit, cash flow, assets, liabilities, financial ratios, financial risks, etc.; production, supply chain, sales, service, human resources, quality, efficiency, operational risks, etc. The consulting team also needs to assess the financial and operational capabilities of the target company, as well as its potential and room for improvement in financial and operational terms.

2. CommercialDue diligence consultationThe eight main points

In the process of commercial due diligence consulting, the consulting team needs to pay attention to the following eight points:

Point one: the principle of prudence. Commercial due diligence consulting is an important investment support work. The consulting team needs to follow the principle of prudence, verify and verify the data and information of the survey, avoid errors and deviations, and ensure the accuracy and objectivity of the survey.

Point two: the principle of comprehensiveness. Commercial due diligence consulting needs to cover all aspects of the target company, and the consulting team needs to follow the principle of comprehensiveness, fully cover and deepen the scope and content of the investigation, avoid omissions and omissions, and ensure the integrity and systematicness of the investigation.

Point three: the principle of pertinence. Commercial due diligence consulting needs to be based on the goals and needs of investors. The consulting team needs to follow the principle of pertinence, highlight and pay attention to the key points and difficulties of the investigation, avoid generalities and perfunctory, and ensure the effectiveness and practicality of the investigation.

Point four: the principle of flexibility. Commercial due diligence consulting needs to be based on the actual situation of the target company, and the consulting team needs to follow the principle of flexibility, make appropriate adjustments and innovations to the methods and tools of the survey, avoid rigidity and rigidity, and ensure the flexibility and creativity of the survey.

Point five: the principle of communication and cooperation. Commercial due diligence consulting requires effective communication and collaboration with investors and target companies, and the consulting team needs to follow the principle of communication and collaboration to provide timely feedback and reporting on the progress and results of the survey, avoid information lag and distortion, and ensure the smoothness and transparency of the survey.

Point six: the principle of confidentiality and security. Commercial due diligence consulting involves the confidential information of investors and target companies. The consulting team needs to follow the principle of confidentiality and security, strictly protect and manage the data and information of the investigation, avoid the leakage and abuse of information, and ensure the confidentiality and security of the investigation.

Point 7: Analysis and evaluation principles. The purpose of business due diligence consulting is to analyze and evaluate the business prospects and future development trends of the target company, and the consulting team needs to follow the principles of analysis and evaluation, interpret and summarize the data and information of the survey reasonably, avoid one-sided and subjective, and ensure the analysis and evaluation of the survey.

Point eight: recommendations to provide principles. The results of commercial due diligence consulting are designed to provide valuable advice and advice to investors, and the consulting team needs to follow the principles of advice provision, clearly present and elaborate the analysis and evaluation of the survey, avoid ambiguity and ambiguity, and ensure that the survey is recommendable and opinionated.

3. Champ Consulting in BusinessDue diligence consultationAdvantages and service cases in

Shangpu Consulting is a well-known independent third-party research institution in China. It has a professional business due diligence consulting team and rich industry experience to provide investors with high-quality business due diligence consulting services. The advantages and service cases of Champ Consulting in commercial due diligence consulting are:

Advantage one: data-driven. Shangpu Consulting has strong data collection and analysis capabilities. Through a variety of channels and methods, it obtains first-hand and second-hand data of target companies and related markets, and uses advanced data mining and visualization technologies to conduct in-depth data mining and Data presentation provides investors with data-supported business due diligence consulting reports.

Advantage two: customer orientation. Shangpu Consulting is guided by the goals and needs of customers. Through close communication and collaboration, it understands customers' investment strategies and risk preferences, customizes business due diligence consulting solutions, and provides customers with targeted business due diligence consulting suggestions and opinions.

Advantage three: industry experts. Shangpu Consulting has a team of experts covering multiple industries and fields, including industry analysts, industry consultants, industry experts, industry scholars, etc., to provide customers with professional industry knowledge and insights, and to provide customers with expert-level business due diligence consulting services.

Advantage four: innovative thinking. Shangpu Consulting focuses on innovative thinking and methods, through continuous learning and exploration, the introduction of new theories and tools, combined with the characteristics and development trends of the target company, to provide customers with innovative business due diligence consulting solutions, to provide customers with creative business due diligence consulting value.

Service Case 1: A PE organization consulted on the commercial due diligence of an education and training company. Shangpu Consulting provides a PE organization with commercial due diligence consulting services for an education and training company, the main contents include:

Market and industry analysis of the education and training industry, including market size, growth rate, structure, trends, drivers, risk factors, policies and regulations, industry competitiveness, industry barriers, etc;

Analysis of the target company's customers and competitors, including customer needs, preferences, satisfaction, loyalty, purchase behavior, decision-making process, etc.; competitor's scale, product, price, channel, marketing, innovation, strategy, etc;

Financial and operational analysis of the target company, including revenue, cost, profit, cash flow, assets, liabilities, financial ratios, financial risks, production, supply chain, sales, services, human resources, quality, efficiency, operational risks, etc;

Evaluation and analysis of the business prospects and future development trends of the target company, including the target company's market share, growth potential, competitive advantage, innovation ability, profitability, risk resilience, etc;

Investment advice and opinions to investors, including investment value, investment risk, investment return, investment strategy, investment conditions, etc.

Through the business due diligence consulting services of Shangpu Consulting, investors have a clear understanding and judgment of the business situation and development prospects of the target company, and successfully completed the investment in the target company.

Service Case 2: Commercial due diligence consultation of a VC organization on an e-commerce platform. Shangpu Consulting provides a VC organization with commercial due diligence consulting services for an e-commerce platform, the main contents include:

Market and industry analysis of the e-commerce industry, including market size, growth rate, structure, trends, drivers, risk factors, policies and regulations, industry competitiveness, industry barriers, etc;

Analysis of the target company's customers and competitors, including customer needs, preferences, satisfaction, loyalty, purchase behavior, decision-making process, etc.; competitor's scale, product, price, channel, marketing, innovation, strategy, etc;

Financial and operational analysis of the target company, including revenue, cost, profit, cash flow, assets, liabilities, financial ratios, financial risks, etc.; platform, logistics, payment, after-sales, human resources, quality, efficiency, operational risks, etc;

Evaluation and analysis of the business prospects and future development trends of the target company, including the target company's market share, growth potential, competitive advantage, innovation ability, profitability, risk resilience, etc;

Investment advice and opinions to investors, including investment value, investment risk, investment return, investment strategy, investment conditions, etc.

Through the business due diligence consulting services of Shangpu Consulting, investors have a clear understanding and judgment of the business situation and development prospects of the target company, and successfully completed the investment in the target company.