STEP 1: Create Active Pipeline Project Plan & Set Up Folders

TARGET

● Six weeks from active pipeline decision to a promoter-signed term sheet.

FILES AND FOLDERS

[INSERT RELEVANT FILE PATHWAYS]

TOOLS

FILE NAME LINK

Active Pipeline Project Plan Tool - Active Pipeline Project Plan To map out the activities and milestones to communicate to stakeholders about dates, and the track weekly work and milestones. Note to

Due Diligence Light –Commercial Due Diligence Checklist (CDD) Tool - Due Diligence Light CDD Checklist Used to guide the DD light process, baseline a company’s performance and current state, and gather inputs for the e-CIM, financial model and draft terms and structure.

Executive Confidential Information Memorandum (eCIM) Template Tool - Company e-CIM - DATE To develop the business case and the first draft of the CIM for the [FUND NAME] IC first

Financial Model Template Tool - Financial Model Template COMPANY To build the financial model. This should be done by the financial analyst with oversight from the SGS CFO, and input from the SIM and RM.

USE

Reader: RENEW recommends using Google documents during the creation of this report to enable multiple users to work on the document simultaneously.

Note to Reader 1: RENEW recommends using Google Documents during the creation of this report to enable multiple users to work on the document simultaneously. Note to Reader 2: Please see the table in Stage 3: Due Diligence for a suite of external tools that we recommend investment/fund managers use to baseline gender equality and/or ESG parameters, resulting in a benchmark gendersmart “score”.

decision. Note to Reader: We recommend using Google documents during the creation of this report to enable multiple users to work on the document simultaneously.