個案總覽

Two experienced venture capitalists have decided to create a new venture capital fund. They have requested $70 million as a lead order from National Bank Financial Inc. and are looking to raise $110 million in capital to form the fund. However, there were several unresolved issues: a main issue was the strategy for deployment of the fund, as well as type of investment, average size of investment, number of concurrent investments, geographic and industry focus, timing and fund management issues such as staffing and governance structure. The partners must develop the investment strategy in order to prepare the equity fund offer memorandum to present to potential investors.

The partners of CompleteScript.com, an Internet-based automated prescription filling service, have to decide whether to continue developing their innovative service themselves, to escalate the project with the help of venture capital or to sell the business. One of the partners knew they would need to create a solid plan with a clear strategy and cost structure to prepare for any of the options.

A Canadian couple working as volunteers in a human resource centre in Jamaica meet with the centre's principal to discuss their concerns about the general disorganization and lack of motivation at the inner-city community centre's remedial summer school. The principal asks for recommendations to improve the experience for both teachers and students and to address the problems of absenteeism and tardiness.

The owner of a successful restaurant was approached by his landlord to re-open a restaurant he used to have, the Paragon, under extremely attractive lease terms. He had been considering suggestions from his head waiter that the two of them open a restaurant together, but had not heard of any appealing options until this recent offer. While he knew this was a good offer, he wanted to lay out a precise business plan and thoroughly assess the potential costs of reopening and running the Paragon before making any commitments. Moreover, he strongly questioned whether the income from a second restaurant would be enough to outweigh the stress and risk related to getting involved with an inexperienced partner.

Creemore Springs Brewery, a small, independent brewer, offered new, high quality alternatives to premium beer connoisseurs. Continuing quality problems with the company that cleaned its bottles prompted the president of Creemore Springs Brewery to decide whether or not to recommend moving the bottle cleaning operation from the external contractor and bring it in-house. To assess the company's options he must analyse the qualitative and quantitative costs and benefits of making such a move by performing a task analysis, reviewing the production process and calculating the payback.

Creemore Springs Brewery, a small, independent brewer, offered new, high quality alternatives to premium beer connoisseurs. Continuing quality problems with the company that cleaned its bottles prompted the president of Creemore Springs Brewery to decide whether or not to recommend moving the bottle cleaning operation from the external contractor and bring it in-house. To assess the company's options he must analyse the qualitative and quantitative costs and benefits of making such a move by performing a task analysis, reviewing the production process and calculating the payback.

The operations manager at Diverse Industries International's plant needs to make a decision regarding a restructuring of the plant's Automatic Dishwasher Gel production line. The restructuring suggestion which included replacing a loading table with a lift conveyor and hopper system, came from the company's industrial equipment contractor who hoped to sell them some used production equipment. The operations manager, while he was fairly sure the investment was a good idea, was concerned about how he could best justify the cost to the finance department and, if approved, how he could reallocate direct labor on the line to maximize efficiency.

The operations manager at Diverse Industries International's plant needs to make a decision regarding a restructuring of the plant's Automatic Dishwasher Gel production line. The restructuring suggestion which included replacing a loading table with a lift conveyor and hopper system, came from the company's industrial equipment contractor who hoped to sell them some used production equipment. The operations manager, while he was fairly sure the investment was a good idea, was concerned about how he could best justify the cost to the finance department and, if approved, how he could reallocate direct labor on the line to maximize efficiency.