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Tone is not a static model: innovative and transformative thinking in business investing.

2024-07-18 17:18:17 来源：尚普咨询浏览量：0

尽调是商业投资中必不可少的环节，它可以帮助投资者了解目标企业的真实情况，评估风险和收益，制定合理的投资策略。然而，随着市场环境的变化和技术的发展，传统的尽调方法已经不能满足投资者的需求，尤其是在面对新兴行业、创新型企业或者复杂的跨境交易时。因此，投资者需要运用创新和变革思维，打破固有的尽调模式，采用更灵活、更深入、更全面的尽调方法，以适应不断变化的商业世界。本文将从以下三个方面探讨如何运用创新和变革思维进行尽调：一是根据目标企业的特点和行业背景，定制化尽调方案；二是利用大数据、人工智能等技术手段，提高尽调效率和质量；三是结合实际案例，展示创新和变革思维在尽调中的应用效果。

一、根据目标企业的特点和行业背景，定制化尽调方案

传统的尽调方法通常是按照固定的流程和标准进行，涵盖财务、法律、税务、市场、运营等方面的内容。这种方法虽然简单易行，但也存在一些缺陷：一是忽略了目标企业所处行业的特殊性和差异性；二是忽略了目标企业本身的创新性和潜力性；三是忽略了目标企业所面临的机遇和挑战。因此，在进行尽调时，投资者需要根据目标企业的特点和行业背景，定制化尽调方案，重点关注以下几个方面：

目标企业所处行业的发展趋势、竞争格局、监管政策等因素，以及对目标企业的影响；

目标企业的核心竞争力、创新能力、成长潜力等因素，以及与同行业其他企业的比较；

目标企业所涉及的技术、产品、服务、模式等因素，以及其可行性、可持续性、可复制性等评估；

目标企业的风险识别、风险管理、风险应对等因素，以及其对投资回报的影响。

例如，尚普咨询曾经为一家欧洲的私募基金提供尽调服务，目标企业是一家中国的新能源汽车制造商。尚普咨询团队在进行尽调时，不仅对目标企业的财务状况、法律合规性、市场占有率等进行了详细的分析，还重点关注了以下几个方面：

目标企业所处的新能源汽车行业的发展前景、竞争优势、政策支持等；

目标企业的技术创新能力、产品设计能力、品牌建设能力等；

目标企业的供应链管理能力、生产效率能力、质量控制能力等；

目标企业的资金需求、资金来源、资金运用等。

通过这样的定制化尽调方案，尚普咨询团队为投资者提供了一个全面而深入的目标企业评估报告，帮助投资者做出了一个明智的投资决策。

二、利用大数据、人工智能等技术手段，提高尽调效率和质量

随着技术的发展，尽调过程中可以获取和处理的数据量越来越大，这既是一个机遇，也是一个挑战。一方面，大数据可以为尽调提供更多的信息来源和分析角度，增加尽调的全面性和客观性；另一方面，大数据也给尽调带来了更多的复杂性和不确定性，增加了尽调的难度和风险。因此，在进行尽调时，投资者需要利用大数据、人工智能等技术手段，提高尽调效率和质量，具体包括以下几个方面：

Use big data platform to collect and integrate public and private data related to target enterprises, including financial statements, industry reports, social media, customer feedback, etc;

Use artificial intelligence algorithms to clean, analyze, mine and visualize the data related to the target enterprise to extract valuable information and insights;

Use artificial intelligence aids to automate review, comparison and validation of documents related to the target enterprise to reduce manual errors and omissions;

利用人工智能预测模型，对目标企业未来的发展趋势、收益水平、风险程度等进行预估和评估。

例如，尚普咨询曾经为一家美国的风险投资机构提供尽调服务，目标企业是一家印度的电商平台。尚普咨询团队在进行尽调时，不仅利用传统的访谈、观察、试用等方法收集信息，还利用了以下几种技术手段：

Using the big data platform, the target enterprise's sales volume, number of users, market share and other data in various regions of India were obtained and compared with competitors;

Using artificial intelligence algorithm, the target enterprise's word-of-mouth evaluation on social media, user satisfaction, user retention using artificial intelligence algorithm, the target enterprise's word-of-mouth evaluation on social media, user satisfaction, user retention rate and other indicators, and compared with the industry average;

Using artificial intelligence aids, the target enterprise's contracts, agreements, certificates and other documents were reviewed, and their legality, validity and consistency were checked;

利用人工智能预测模型，预估了目标企业未来三年的营收增长率、利润率、市场占有率等指标，并给出了相应的置信区间。

通过这样的技术手段，尚普咨询团队为投资者提供了一个高效而精准的目标企业评估报告，帮助投资者把握了一个有前景的投资机会。

3. combined with actual cases to show the application effect of innovation and change thinking in due diligence

In order to more intuitively show the application effect of innovation and change thinking in due diligence, this paper will combine two practical cases to illustrate. The two cases were due diligence services provided by Champ Consulting to a Japanese strategic investment institution, the target enterprise was a Thai agricultural technology company, and Champ Consulting provided due diligence services to a Chinese M & A fund, the target enterprise was a German medical device company.

Case 1: Japan's strategic investment agency's due diligence on Thai agricultural science and technology companies

泰国农业科技公司是一家专注于利用生物技术和数字化技术改善农业生产和管理的创新型企业。该公司拥有多项专利技术，包括基因编辑、微生物肥料、智能灌溉等。该公司的客户包括泰国政府、农民合作社、农业企业等。该公司的愿景是通过科技创新，提高农业效率和质量，保障粮食安全和环境可持续。

Japan Strategic Investment Agency is an organization that focuses on finding investment projects with strategic and social value in Asia. The agency is interested in Thai agricultural science and technology companies and hopes to establish long-term cooperative relations through investment and learn from its technology and experience to promote agricultural science and technology innovation in Japan.

尚普咨询团队在为日本战略投资机构提供尽调服务时，运用了创新和变革思维，从以下几个方面进行了深入分析：

泰国农业科技公司所处的农业科技行业的发展现状、发展潜力、发展障碍等；

泰国农业科技公司的核心技术、核心产品、核心服务等，并与同行业其他企业进行了竞争优势分析；

泰国农业科技公司的商业模式、盈利模式、成本结构等，并与同行业其他企业进行了盈利能力分析；

泰国农业科技公司的社会责任、社会影响、社会认可等，并与同行业其他企业进行了社会价值分析；

The possibility, mode and effect of cooperation between Thai agricultural science and technology company and Japanese strategic investment institution are also given.

Through such innovative and transformative thinking, the Shangpu consulting team provides investors with a comprehensive and in-depth target enterprise evaluation report, helping investors to establish an investment relationship with strategic and social significance.

案例二：中国并购基金对德国医疗器械公司的尽调

德国医疗器械公司是一家拥有百年历史的老牌企业，主要生产和销售各种高端医疗器械，包括心脏起搏器、人工关节、人工血管等。该公司在欧洲市场享有较高的声誉和市场份额，但在亚洲市场尚未有较大的突破。该公司近年来面临着技术更新缓慢、成本上升、竞争加剧等问题，导致业绩下滑，因此寻求出售部分股权或全部股权。

中国并购基金是一家专注于在欧洲地区寻找具有成长潜力和市场机会的投资项目的机构。该机构对德国医疗器械公司感兴趣，希望通过并购实现产业升级和市场拓展，并在中国推广德国医疗器械的品牌和技术。

尚普咨询团队在为中国并购基金提供尽调服务时，运用了创新和变革思维，从以下几个方面进行了深入分析：

德国医疗器械公司所处的医疗器械行业的发展趋势、发展规模、发展难点等；

德国医疗器械公司的技术水平、产品质量、服务水平等，并与同行业其他企业进行了差异化分析；

德国医疗器械公司的市场定位、市场策略、市场风险等，并与同行业其他企业进行了竞争力分析；

德国医疗器械公司的财务状况、财务风险、财务预测等，并与同行业其他企业进行了盈利能力分析；

德国医疗器械公司与中国并购基金的并购可能性、并购方式、并购效果等，并给出了并购建议和注意事项。

通过这样的创新和变革思维，尚普咨询团队为投资者提供了一个精准而深刻的目标企业评估报告，帮助投资者实现了一个有成长性和机会性的并购交易。

Conclusion

尽调是商业投资中不可或缺的环节，它关系到投资者的利益和风险。随着商业世界的不断变化，传统的尽调方法已经不能适应新的情况，需要投资者运用创新和变革思维，打造更灵活、更深入、更全面的尽调方法。

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