Diligence 201: How to Evaluate Deals Outside Your Expertise
Join Jerrod Hill, Chair of the OSEIN Investment Committee, for a practical and accessible session on how to evaluate investment opportunities—even when the company or sector is new to you. Learn how to navigate deal memos, leverage diligence materials, and get comfortable asking the right questions before making an investment decision. Making smart early-stage investments doesn’t require being an expert in every sector—but it does require knowing how to ask the right questions and where to dig deeper.
This session will cover:
How to read and critically assess a deal memo and leverage the material provided by the company and OSEIN
Using tools like research tools like AI and market reports to understand sector dynamics
Tips for interpreting startup financials and growth projections
What to ask—and what to look for—in follow-up conversations
Whether you're looking to invest your first $5K or helping lead diligence verification, this session will help you develop a sharper eye and smarter instincts.