During screening and due diligence gender-related data can be collected and analysed to determine whether a deal qualifies under the 2X Challenge criteria and identify business performance gender opportunities and risks. For example, a company could be selling a product targeted to women, but is designed by a majority-male team. Without equal representation of their consumer base, the company risks designing a product ill-equipped to meet consumer needs. Gathering gender data is therefore key to understanding the potential investee company.

The Investor Guidance Note aims to guide Investment Officers in their analysis of gender data and outlines examples of gender-specific opportunities throughout the value chain.

Additional guidance and tools for conducting gender due diligence can be found in Private Equity and Value Creation: A Fund Manager’s Guide to Gender-smart Investing.