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CSGF exists to help our PMs build and grow thriving institutions.
These institutions help young people realize their potential and unlock the path to purpose driven lives for themselves and their communities.
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Diligence
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Diligence
Topics
Due Diligence at CSGF
Overview
At CSGF, high-quality growth is our North Star. We identify the country's best public charter schools, fund their growth, and help to increase their impact. To accomplish this goal, CSGF has developed a comprehensive diligence process designed to help our team understand the strengths of an investment candidate and discover potential risks associated with a given investment.
We invest in innovative entrepreneurs leading outstanding public charter schools. We strive for transparent partnerships and take an active role in helping our portfolio members navigate the challenges of growth and deepen their impact in the communities they serve.
Key Focus Areas
- Academic Performance: Do schools demonstrate strong academic performance?
- Growth: Is the proposed growth trajectory realistic with a meaningful impact in target markets?
- Financial Sustainability: Can the charter network operate at full scale with minimal need for philanthropy?
- Leadership Team: Does the leadership team have the experience / skill to deliver?
01
Sourcing
Identify high-potential entrepreneurs leading outstanding public charter schools. Complete an initial screen.
Resources
02
Diligence
Assess network academic performance, growth plan, financial sustainability, leadership team, and organizational health to uncover risks and opportunities associated with a potential investment.
Resources
Process
04
Proposal Summary
Make the case for the investment. What did we discover during diligence that makes us excited about the leader and their school/ network? Why are we confident that they can successfully mitigate any risks and navigate future growth-related challenges?
Resources
03
Socialization
01
Sourcing
Preview the deal with the CSGF team for initial reactions and feedback. Highlight areas of promise and concern.
Create role openings and share the information--learn more, identify key, stuff, for further examination.
Resources
06
Management Presentation
01
Sourcing
A two-hour presentation /Q&A during which the leader can highlight their organization's strengths and past success.
Create role openings and share the information--learn more, identify key, stuff, for further examination.
Resources
07
Investment Committee
The CSGF leadership team decides whether or not to send a given deal to the CSGF Board.
01
Sourcing
Create role openings and share the information--learn more, identify key, stuff, for further examination.
Sourcing
The deal team to socialize the deal with the partners for further feedback. The deal partner determines whether to advance the deal to management presentation.
08
CSGF Board Approval
01
Sourcing
The CSGF board meets to issue final approval on deals over $1MM.
Resources
Resources
Create role openings and share the information--learn more, identify key, stuff, for further examination.
09
Processing, Onboarding, & Engagement
Align on disbursement milestones, complete legal processing with FOPS, kick off support plan
Resources
Sourcing
Resources
Engagement
Resources
- CSGF Scale Intro Call Guide
Start
Here
Proposal Summary
Resources
Checklist
Investment Committee, Board Meeting, Processing, Onboarding, & Engagement Resources
Processing, Onboarding, & Engagement Resources
Last updated 8.24.23