ARCHIVED—Practices and Patterns of Informal Investors
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PDF version
(211 KB, 53 pages)
Prepared on behalf of Industry Canada
by
Equinox Management Consultants Ltd.
May 10, 2001
Table of Contents
Executive Summary
Background and Objectives
Scope of the Work
Research Findings
Summary and Conclusions
Appendix A: Confidential Private Investor Questionnaire
Appendix B: Roundtable Discussion Protocol
Background and Objectives
Scope of the Work
Research Findings
Investor Profiles
Nature of Informal Investments: Canadian Informal Investor Behaviour
Key Parameters of the Investment Process
The Investment Climate in Canada and Regional Differences
Towards a National Consultative Panel of Investors
- Investor Personal Characteristics
- Investment Patterns
- Investor's Experience Re: Availability of Investment Opportunities
Nature of Informal Investments: Canadian Informal Investor Behaviour
- How Investors Learn About Potential Investments
- Evaluation of Potential Investments: The Due Diligence Process
- Exits and Exit Strategies
- Actual Exits
- Networking and Syndication Patterns of Canadian Informal Investors
Key Parameters of the Investment Process
- Essential Factors Prompting Investors to Make Investments
- Investors' Experience with Level of Preparedness of SMEs
The Investment Climate in Canada and Regional Differences
Towards a National Consultative Panel of Investors
Summary and Conclusions
Appendix A: Confidential Private Investor Questionnaire
Appendix B: Roundtable Discussion Protocol
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