Design & Diligence

Design and diligence are key processes in every investment decision.

We know how important it is at every stage of an investment process to assess the ability of an investee to develop an effective strategy and deliver results. Every investor needs to assess the capabilities of an organization seeking funding and every investee needs to understand the importance of being credible, agile and effective.

Do project implementers have a track record achieving results in this field? Is the organization stable and sustainable? Are the right people on the team? Are they fiscally responsible? Is their proposal viable? Is this the right time for this proposal? Have they adequately considered alternatives? Do they have a track record in this field? Are there appropriate processes to deal with anticipated and unexpected risks and changes?

These types of questions are fundamental to investment success and sustainable impact.

How We Help:

Nautilus provides a range of design/strategy and diligence services to project proponents and investors. We work with entrepreneurs, investors, businesses and grantmakers and with international development, government, nonprofit, community and tribal organizations to generate and assess strategies that will address the key challenges of our time. We are laser-focused on investments that contribute to the 17 Sustainable Development Goals defined under the United Nations 2030 Agenda for Sustainable Development and bring to the table particular expertise in:

  • Good health and wellbeing (SDG #3)
  • Clean water and sanitation (SDG #6)
  • Affordable and clean energy (SDG #7)
  • Sustainable cities and communities (SDG #11)
  • Responsible consumption and production (SDG #12)
  • Climate action (SDG #13)
  • Life below water (SDG #14)
  • Life on the land (SDG #15)

Our design services include ecosystem and situation analyses, theory of change development, evaluation of alternative strategies including counterfactual analysis, impact measurement, organizational development strategy, funding strategy design, risk management, and planning for exit strategies.

Our due diligence services include organizational capability assessment and benchmarking, leadership and succession planning assessments, financial performance review, and governance capacity reviews. We also work with specialist firms to prepare tailored analyses of proposed investees as needed (e.g. accreditation assessments).