Understanding investment opportunities

What is an opportunity?

An opportunity is the record of a potential investment project — from the first draft through screening, approval, publication to investors, negotiation, funding, and delivery. Every opportunity moves through a single, consistent lifecycle so anyone can tell where it stands.

The lifecycle, in plain language

  1. Draft — an Opportunity Officer is preparing the basic information; it is not yet visible outside the team.
  2. Submitted for review — the opportunity is complete enough to be screened.
  3. Pending approval — a decision-maker is reviewing whether it should move forward.
  4. Approved — screening and approval are complete.
  5. Pending publication — the opportunity is being prepared to be shown to investors.
  6. Open to investors — published and visible in the Investor portal Marketplace, collecting Expressions of Interest.
  7. Under EOI review / proposal — investor interest and proposals are being evaluated.
  8. Structuring — the commercial, legal, and financial structure is being finalized.
  9. Contract awarded and funding active — the opportunity has a partner and funding is flowing.
  10. Monitoring — delivery progress is tracked against milestones.
  11. Closed — the opportunity has reached the end of its lifecycle.

An opportunity can also be put on hold or cancelled at points along this path; these outcomes are recorded on the opportunity so the history is never lost.

Who's involved

Opportunity Officers and Country Administrators manage an opportunity through its early stages; Executives and other decision-makers weigh in at approval points; investors, advisors, and delivery partners become involved once it is published and moves toward funding and delivery.

See "Registering a new opportunity", "Opportunity review and approval", and "Publishing an opportunity" for the government-side detail, or "Getting started as an investor" for the investor's perspective.