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Compact case
Case
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Reference no. 9-323-009
Published by: Harvard Business Publishing
Originally published in: 2022
Version: 31 August 2023
Revision date: 12-Sep-2023
Length: 5 pages
Data source: Published sources

Abstract

In fall 2021, a team of students from the HBS Impact Investing Fund considered Neurologic Optimal Wellness Physical Therapy (NOW PT) for a potential investment. Dr. Banks, the founder of NOW PT, drove to visit patients. She sought an investment from the fund to open a brick-and-mortar clinic. However, the students believed that Dr Banks might be more successful if she continued providing mobile PT services. At the conclusion of the case, the students must perform due diligence to test their hypothesis. What should their priorities be as they begin the due diligence process?

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Abstract

In fall 2021, a team of students from the HBS Impact Investing Fund considered Neurologic Optimal Wellness Physical Therapy (NOW PT) for a potential investment. Dr. Banks, the founder of NOW PT, drove to visit patients. She sought an investment from the fund to open a brick-and-mortar clinic. However, the students believed that Dr Banks might be more successful if she continued providing mobile PT services. At the conclusion of the case, the students must perform due diligence to test their hypothesis. What should their priorities be as they begin the due diligence process?

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