HC Matrix - Human Capital Due Diligence

DUE DILIGENCE

HC Matrix’s Human Capital Due Diligence brings you objective collection and discovery of your Human Capital – based on proven practices, tested methodology and the superior research of our analysts.

Human Capital Due Diligence benefits Investors:
• Provides Baseline of Human Capital in Target Company
• Documents and organizes Human Capital Data of key management team.
• Obtains a 3rd party perspective and verified results.
• Saves Investor’s time.
• Provides professional skill and experience in Human Capital Due Diligence.
• Minimizes legal liability or conflict of interest.
• Allows process to be done in a formalized, repeatable manner.
• Allows investors to begin at a higher level of awareness for further investigations

WORK STATEMENT (TASKS) FOR HUMAN CAPITAL DUE DILIGENCE

HC Matrix Human Capital Due Diligence requires four steps:

1. Initial Meeting with Investors
2. Human Capital Discovery (data gathering)
3. Processing
4. Final Meeting to review deliverable

Each step is detailed as follows:

1. Initial Meeting with Investors (Estimated Timeframe: Up to 3 hours)
Assigned HC Matrix representative(s) will meet with Investor to review the following:
  • Share any general knowledge of management team
  • Share general product and market position

2. Human Capital Discovery (data gathering) (Estimated Timeframe: Up to 3 hrs each)
  • Introduction to Target Company team members and project overview
  • On-line submission of resumes, job descriptions
  • On-line Personal Style Profile (Behavioral & Motivational Reviews)
  • On-line High Impact Team (HIT) Evaluation
  • Behavioral / Past-Oriented interview (performed face to face or by telephone)
  • Face-to-Face Team Oriented interview (performed after processing steps)

3. Processing (Estimated timeframe: 7 working days)
  • Processing of test results
  • Full reference and background checking:

- Personal references

- Peer co-worker reference

- Subordinate level co-worker

- Superior level co-worker

- External industry associate (vendor / account)

- Past employment history

- Financial credit check

- Driving Record (optional)

- Military history (if applicable)

- Patents

- Judgments

- Plaintiff to lawsuit

- Compiling documents

4. Presentation of Deliverable (Estimated Timeframe: Up to 2 hours)
Meet with Investor to review documents and findings. All collected documents, test results, reference reports are consolidated into one volume.

Please note that all time estimates are subject to the mutual availability of appropriate HC Matrix, Investor and Company resources and timely access to the information needed to generate the Human Capital Due Diligence analysis.

HC Matrix, Ltd.

7400 East McDonald Drive

Suite 120

Scottsdale, Arizona 85250

(480) 368-9100

A Pearson & Associates Company