(1) Conception of investment scheme
That is to say, make a general preliminary conception of enterprise investment, and make clear the basic problems faced by enterprises and the basic intention of investment. The following methods can be used to conceive a preliminary investment plan: brainstorm employees to put forward investment ideas, or designate full-time employees to collect information and put forward investment ideas; A preliminary plan for using investment consultants and investment consulting companies to provide investment; The study at home and abroad is also helpful to put forward the initial idea of investment.
(2) Evaluation of investment environment
That is to investigate and study the external environment of enterprise investment, predict the possible changes in the environment, and analyze and evaluate the impact of environmental changes on enterprise investment. In this step, we should use various statistical methods to collect investment information, and on the basis of analyzing and processing these information, predict the changes of the environment, and then evaluate the environment according to the elements of investment evaluation.
(3) Internal evaluation of enterprise investment
That is to investigate and collect the investment information within the enterprise, evaluate the various qualities and abilities of the enterprise and analyze the investment potential of the enterprise.
(4) Enterprise investment timing decision.
That is, according to the evaluation of the internal and external environment of investment, further determine the initial idea of modifying or abandoning the investment plan and choose the investment opportunity. This step is mainly to study the degree of mutual adaptation and cooperation between enterprises and the environment, and to determine the countermeasures that enterprises should take.