What Types of Business & Market Intelligence Can the Workstation Assist You With?

1. General Project Scope Information

• Is your project about a public or private company? 
  If yes, is the company public or private?  
• Name of the company (if applicable):
  Is your project about a property, or portfolio? (e.g. land, real estate)
  If yes, what property sector? (e.g. office, retail, residential, multifamily, warehouse, industrial, data facility, land, etc.) 
• Industry, market, and/or property category relevant to the project (if applicable):
• Portfolio of companies or properties name (if applicable):
• Geographic location(s) relevant to the project:
• What is the primary objective of this research and analysis?
• Is this research intended for internal decision-making or external reporting?
• Are there specific benchmarks or comparison metrics you’d like to include?
• Are there any known or anticipated industry trends that will influence the project?
• Would you like an analysis of competitors or peer companies?
• What is the expected timeline for making a decision based on this research?
• Is this project part of a broader investment strategy or portfolio shift?

2. Scope of Research, Analysis, and Forecasting

You select which areas require research, analysis, and forecasts in the Workstation:

• Risk Analysis (financial, operational, strategic, geopolitical, etc.)
• Compliance Analysis (regulatory requirements, legal obligations, etc.)
• Financial Analysis (performance metrics, valuation, investment potential, etc.)
• Litigation Analysis (past and ongoing lawsuits, regulatory actions, etc.)
• Regulatory Analysis (policy shifts, compliance risks, legislative impact, etc.)
• Judicial Decision History Analysis (precedents, legal outcomes, related case studies)
• Political Influence Analysis (government relations, lobbying efforts, political risk)
• Market Analysis (growth trends, competitive landscape, market entry potential)
• Business Intelligence (strategy evaluation, operational insights, leadership analysis)
• Family Ownership / Shareholder and Stakeholder Status
• Operational Efficiency / Supply Chain Risks
• Technology Innovations within the Industry
• Emerging Trends & Disruptions in the Market
• Other Areas (you specify):

3. Investment & Financial Considerations

• What financial metrics are most relevant to your investment decision-making?
• Should the analysis include historical financial performance or future projections?
• Is there a preferred valuation method (DCF, multiples, etc.) for financial modeling?
• Should investment structuring options (equity, debt, derivatives) be explored?
• Would you like sensitivity analysis or scenario planning included?
• Would you like historical transaction data of similar deals reviewed?
• Do you require return-on-investment (ROI) modeling under various market conditions?

4. Legal, Regulatory, & Governance Considerations

• Are there pending or anticipated legal or compliance challenges that you would like researched, analyzed, and have Exceedant perform projected forecasts on?
• Should global regulatory differences and cross-border compliance concerns be assessed? 
• Would you like an evaluation of corporate governance and leadership stability? 
• Are there concerns regarding shareholder activism or governance structure? 
• Is there interest in evaluating ESG (Environmental, Social, Governance) factors? 
• Would you like an evaluation of licensing, approvals, and permits required for the project? 
• Are there anti-trust, trade restrictions, or compliance risks you are aware of and/or should be analyzed? 

5. Market, Political, & Geopolitical Risk Assessment

• Does this project involve direct or indirect known exposure to political risks? 
• Are there specific jurisdictions or regulatory frameworks that must be considered? 
• Would you like the analysis to include country-specific economic stability and risk assessments? 
• Would you like an assessment of board composition, executive leadership, and governance stability?
• Are there known influential corporate stakeholders or activist investors involved in the project? 
• Do you need an analysis of corporate shareholder voting patterns and governance changes over time? 

6. Risk Mitigation & Sensitivity Analysis

• Would you like an analysis of potential risk hedging strategies?
• Should the research include worst-case scenario stress testing?
• Would an evaluation of alternative investment options or contingencies be beneficial?

7. Target Audience & Investment Focus

• Who will use this research? (Check all that apply) ☐ Institutional Investors ☐ Hedge Funds ☐ Private Equity Firms ☐ Investment Management Firms ☐ Private or Public Debt Departments ☐ Sovereign Wealth Funds ☐ Banks and Lenders ☐ Family Offices ☐ Other (please specify):
• What is the primary investment focus related to this project? (Check all that apply) ☐ Equity Investment ☐ Debt Financing ☐ Real Estate ☐ Infrastructure ☐ Mergers & Acquisitions ☐ Emerging Markets ☐ ESG & Sustainability ☐ Other (please specify):

8. Execution & Reporting Preferences

• Do you require alerts, periodic updates, or ongoing tracking beyond an initial report?
• Preferred format for deliverables: ☐ Written Report ☐ Audio Report ☐ PowerPoint Presentation ☐ Other (please specify):
• Would you prefer qualitative insights or quantitative modeling? 
• Do you require reports in multiple formats (PDF, interactive dashboard, raw data)?
• Should findings be structured into investor presentations or executive summaries?
• Additional comments or requirements are welcome.

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