Slides by Jesper Valentin on maximizing value from your board of directors.

1. Agenda
• Background and motivation
• Getting on the same page
• Mapping critical competencies
• Working with Qvest.io
15min

2. Backgroundand motivation
• SaaS,Cloud,Technology,BusinessDevelopment,EnterpriseSales,Growth,Internationalisation
• Entrepreneur,Advisor,CxO
• CEO inAgillic(2015 - 2020) –Fast growingMartechSaaS
• Bootstrapto IPO
• 10 to 80 employees
• 1 to 4 offices
• 12 - +100 enterpriseclients
• Local to globalpresence
• +50% YoY growth
• ChairmaninQvest.io
• Platform providing organisational alignment to strategy roll-outs in larger organisations
• 5 FTE, early seed stage, growing fast, B2B SaaS,Enterprise sales, opportunity to take position in “the New Normal”
• My motivationtowork asboardmemberinstart-ups
• Use the experiences that gave scars and successes to support others create and grow
• Be inspired and stay up-to-date
• The speed and agility ina start-up is vivifying!
• Investment opportunities
• Network
Fundamentalchangeinneededskillsfrombothmanagement&
BoD,whenthebusinessgrows

3. The businessplan gets everybody onthe same page
• Mission and Background
• Target Market
• Positioning
• Market Condition
• Size,dynamics,trends,competitors
• Valueprop
• Competitive advantages
• Competitive weaknesses
• Pricing strategy
• Marketing strategy
• Client Prospecting strategy
Whereare we today?
Wheredo we want to be?
Whydo we want to be there?
Whendo wewant to be there?
What does it take to get there?
Who can help us
get there?

4. Mapping criticalcompetencies
Critical competencies Chairman Boardmember A Boardmember B Boardmember B Boardmember C
Vision & Misson
B2B Commercial Excellence Pricing
Customersuccess -NRR growth
Product management
Brand & Position
Marketexpertize
B2B Sales Excellence Prospecting
Valueselling
Negotiations
Building the organisation to thenextlevel Employer branding
Emp. Retention
Recruitment
International expansion Channel management
Distribution partners
M&A /Corporate finance

5. Mapping criticalcompetencies
Critical competencies Chairman Boardmember A Boardmember B Boardmember B Boardmember C
Vision & Misson X X
B2B Commercial Excellence Pricing X X
Customersuccess -NRR growth X
Product management X
Brand & Position
Marketexpertize x x
B2B Sales Excellence Prospecting x x
Valueselling x x x
Negotiations x x x
Building the organisation to thenextlevel Employer branding
Emp. Retention
Recruitment
International expansion Channel management x
Distribution partners
M&A /Corporate finance x x x x x

6. Mapping criticalcompetencies
Critical competencies Chairman Boardmember A Boardmember B Boardmember B Boardmember C
Vision & Misson X X
B2B Commercial Excellence Pricing X X
Customersuccess -NRR growth X
Product management X
Brand & Position
Marketexpertize x x
B2B Sales Excellence Prospecting x x
Valueselling x x x
Negotiations x x x
Building the organisation to thenextlevel Employer branding
Emp. Retention
Recruitment
International expansion Channel management x
Distribution partners
M&A /Corporate finance x x x x x

7. InQvest.io my responsibilitiesare…
• Ensure strategies are well established and known to everybody
• Coach and assist the CEO executing the strategies and plans getting Qvest ready to scale
• Short-termprioritisation– there’salwaysmore tasksthanhands.And many opportunities. Focus is crucial
• Go-to-market:Positioning, sales method, pricing, prospecting. Growing from therightclients
• Funding
• Ensure the BoD are a catalyst for:
• Faster execution
• Sufficient funding
• Access toavaluable network
• Ensure the BoD are assesed from time to time, and adjusted if needed
• Ensure compliance with corporate governance (not focus of today)

8. Modus
• I work mainlywithMarie,CEO.
• Daily
• phone calls/Slack for ideas, sparring/coaching, news, etc
• Regular meetings/workshopsontopicswhereexternalinputcangivespeedtotheexecution
• New pricelist
• Improving pipeline and forecasting accuracy
• PR
• …
• ~8 boardmeetingsa year
• Several un-official board meetings
• Mutually prepared and led by CEO/Chairman
Tools:
• Slack
• G-drive
• Trello
• Phone/email

9. Reach out!
Jesper ValentinHolm
jvh@dainpartners.dk
+45 60933630
https://www.linkedin.com/in/jespervalentin
Thanks!