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Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
Find & Assemble a DealTeam
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Find & Assemble a DealTeam


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Limited Time, Get our course "Assemble a DealTeam" FREE …

Limited Time, Get our course "Assemble a DealTeam" FREE

Sign up for our INVESTyR Daily Insider Newsletter:

INVESTyR’s Facebook:

INVESTyR’s Strategic Finance Blog:

Agile Financial Modeling
Throw Away Your Pitch Deck!
How to Hack an Investors Brain
The Quick and Dirty on Videos that Move Money
Me and Your Money: P2P Lending Revealed
Use Crowdfunding to Raise Money
Raising Capital with Ease: AngelList and Gust
Influence Investors: Secret Twitter Tactics for Fundraising
Learn How to Find Investors Quickly!
Use LinkedIn to Find Investors
How Do I Set My Startups Valuation?
How Much Money Should You Raise?
Successful Fundraising: The Roadmap to Money
Assemble an A+ Advisory Board
Find & Assemble a DealTeam
Fundraising Masters: The Ultimate Resource to Raising Money

Google Hangout based Entrepreneur Pitch Clinic:

Google Hangout “Fundraising in the Digital Economy” Presentation:

VELOCITY TRAINING PROGRAM (12 week intensive training): Coming soon!

Published in: Business, Economy & Finance
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  • 1. Course ObjectiveTo provide the framework and insights forEntrepreneurs to establish and utilize aDealTeam to efficiently pursue and execute acorporate finance transaction.
  • 2. Key Learning Outcomes● Understand the importance of the DealTeamin a financial transaction● Define the right DealTeam members● Delegating tasks to DealTeam members● How to hold a DealTeam accountable● Quantify support mechanisms of aDealTeam
  • 3. A DealTeam is
  • 4. DealTeam● 3 Members● Key Strengths: Legal, Finance, Technical● Internal > Board Members > External Advisors"DealTeam" is a term coined by INVESTyR tohighlight a functioning working group dedicatedto the success of the company.
  • 5. Why a DealTeam?● Leverage Strengths● Spread the Workload● Broader Points of Connection● Accountability Mechanism● Sounding Board / Stop Gate● Fast Fail
  • 6. Who Needs a DealTeamEvery entity that is fundraising, making anacquisition or sale of a business."We set a goal. We worked hard to prepare forit and we realized our dreams." - Kirk BrandCoburn, CEO and managing director of TEN Energy Labs
  • 7. How to Find Members1. Identify key skills the team requires2. Look Internally first3. Existing trusted relationships4. Referrals: people with the skills that arehighly regarded by other entrepreneurs5. LinkedIn / Social Networks - "in my shoes"
  • 8. Compensating Members● Internal members should not require anyadditional compensation● External members should be compensatedlike a business consultant / part-timeemployee.● Equity participation is the most logical for allpartiesDO NOT give rewards-based on an investmentamount. This is a commission and can causesecurities regulation issues.
  • 9. A DealTeam...● Meets Weekly● Establishes and Assigns Tasks● Is a Highly Functioning Working Group○ Superior Communications○ Transparent with everything○ Respects viewpoints○ Makes decisions quickly● Is Accountable to Itself● Is Accountable to Board of Directors● Has Success Measured by beingaccountable to the process
  • 10. The Weekly Meeting "Level 10"Sequebusiness and personal bestScorecardeach member reports progressRoadMap Reviewreview pipeline, follow-upsReview To-Dos. Add new To-DosIssues ListRate the Meeting: 1 - 10
  • 11. Tasks of a DealTeam● Build and Maintain Key Materials○ Pitch Deck○ Financial Model○ Draft term sheet and deal documents○ Due diligence materials / industry insights
  • 12. Tasks of a DealTeamEstablish Online Tools○ SaaS-based CRM (NO EXCUSE)○ Fundraising Tools: Gust,, CapRally etc.○ Crowdfunding: Kickstarter, IGG, RocketHub etc.○ Dataroom: vRooms,, DropBox etc.○ Corporate Presence: LinkedIn, Twitter○ Personal Presence, Updated & Current Profiles○ Feedback Forums: Quora, NYT, Amazon, Disqus
  • 13. Tasks of a DealTeam● Establish Corporate Reputation● Establish Personal Reputation● Create and post thought leadership pieces● Create Investor Avatar● Create Influencer Avatar● Research and Identify the 100 - 200 Avatars○ Influencers tagged in CRM○ Investors tagged in CRM● Explore Degrees of Connections● Open Lines of Communication● 3Ps. Patience, Persistence, Process
  • 14. Tasks of a DealTeamEnter all contacts into a CRM○ Every member is responsible to log and trackconversationsCRM is the primary accountability tool
  • 15. Life of a DealTeamStrong growth companies always have aDealTeam continuing their work."The best time to raise money is when youdont need it"The DealTeam can transition from fundraising,to acquisitions / market intelligence to sale ofthe company.
  • 16. What Strengths / Skills Do You WantList:
  • 17. DealTeam Member DisqualifiersList:
  • 18. Build your List● Create a list of 20 people to be consideredfor your DealTeam● Next, write 2-3 things next to each person ofwhat they would do to fulfill this role● Narrow down the list to 5. Contact each oneand shoot for total of 3 to commit and acceptresponsibility.
  • 19. Action Plan● Inventory of Capabilities of Current Team● Identify Gaps● Establish Compensation● Document Process and Define Roles● Recruit● Schedule the First Meeting● Identify Tasks● Assign Tasks● Schedule Weekly Meeting● Go!