Key MarginBoutique hotels. Real returns.
Independent boutique hotel investment researchUnited States

Scorecard

What should the final decision sheet contain?

Key Margin research deskSection 09Page 9 of 15

The committee should be able to see the recommendation, economics and unresolved risks on one page, with the evidence behind it. Use this template:

Field Required entry
Decision Appoint, negotiate, defer, reject or proceed with conditions
Property and proposal Asset, supplier legal entity, proposal version and review date
Score Earned points, evidence coverage and unresolved-weight range
Gates Pass/hold/fail, with responsible reviewer
Common-case economics Owner cash, total fees and required initial capital
Downside Lowest cash balance, additional funding and covenant exposure
Critical terms Approvals, performance tests, cure rights and exit costs
Alternatives Incumbent improvement, other bidder, independent case or no transaction
Conditions Evidence or amendments required, owner and deadline
Reopening trigger Changes that require the decision to be reconsidered

Maintain an underlying evidence ledger with: criterion; claim; document and page/cell; observation period; evidence grade; rating; reviewer; unresolved issue; financial exposure; next action.

Bottom line: use the scorecard to make the decision explainable. The strongest proposal is the one whose owner economics, execution commitments and contractual protections survive verification—not the one with the most attractive presentation.

Sources cited on this page

This page sets out a desk framework or research method. Inspect the section’s evidence and limitations in Sources .