Proformative Recognizes ‘Investment Due Diligence Template’ as Winner of Inaugural Proformative Resource Award

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Proformative, 'The Resource' for corporate finance, accounting, and treasury professionals recognizes Scott Lane as the winner of the inaugural Proformative Resource Award.

'The Resource' for Corporate Finance, Accounting, Treasury and Related Professionals

Scott Lane wins the inaugural "Proformative Resource Award". Award recognizes outstanding contributions judged to be of the greatest potential value to financial professionals.

Proformative, 'The Resource' for corporate finance, accounting, and treasury professionals, is proud to announce Scott Lane as the winner of the inaugural Proformative Resource Award. Proformative Resource Awards recognize outstanding contributions made by Proformative Community members judged to be of the greatest potential value to financial professionals.

‘Investment Due Diligence Template’ offers a tremendous resource to Proformative Community members:
Scott submitted a comprehensive ‘Investment Due Diligence Template’ which is a tremendously valuable resource for financial professionals to utilize in performing the critical function of due diligence, whether it be in choosing an investment manager or identifying and vetting acquisition candidates. Proformative community members have already viewed this valuable free resource well over 400 times. The ‘Investment Due Diligence Template’ offers a benchmark for the type of resources Proformative strives to provide financial professionals; those that allow them to learn new skills and drive results within their organizations.

In describing the most important lessons he has leaned while repeatedly going through the due diligence process Scott conveyed, “The most challenging aspects are (a) coordinating and facilitating the necessary input from several parties, (b) discussing operations risk as it is largely unquantifiable, and (c) brokering consensus when each constituent is committed to their view of what is important.”

Scott provided the following insights when asked how he planned to stay versed in the evolving world of risk management, “For me risk management is about best practices and being pragmatic. I have seen two types of risk managers in my career: those that are almost 100% academic and those that blend academia with pragmatic business needs. I prefer to be in the latter camp. Ultimately I think I will stay “on top” of the evolution of risk management by staying within the credit investment industry , continuing to remain versed in new developments, and working with my peers through vehicles such as Proformative.”

Proformative would like to congratulate Scott Lane and express our sincere gratitude to all those financial professionals who have made contributions within the Proformative community.

About Proformative:
Founded in 2008 in Silicon Valley, California, Proformative ( is a free and open resource and community dedicated exclusively to serving the needs of corporate finance, accounting, treasury and related professionals. Proformative’s members find free resources and a community of their peers that enable them to learn and get work done. Proformative is community-driven, not corporate-driven, and delivers a ‘noise-free’ environment for its members. Privately funded and privately held, Proformative was created by co-founders John Kogan, CEO, and Greg Stout, CTO.

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Media Contact:
Bob Dorr
408-400-3993 x103


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