The document outlines an investment assessment framework focusing on various criteria to evaluate potential investments, including target market, problem identification, solution effectiveness, team capability, traction, competition, financials, exit opportunities, investment terms, and strategic value. Each criterion is rated on a scale from low to high score, allowing for a comprehensive analysis of the investment's potential. The scoring system emphasizes the importance of a clearly defined market and sustainable business model.

1. CreatedbyJ. SkylerFernandes
Company: Date:
Industry: Stage: Capital Raise:
Brief Description:
INVESTMENT CRITERIA BETTER SCORE >>>>>>>>>>>>>>>>
Criteria Description Low Score Average/Unknown High Score
Target Market
Clearly defined target market? Is
large now or in future? Stable or
high growth? High priced niche?
1 2 3 4 5
Problem or Need
Problem / need is real? Fad /
Short term trend? Sustainable
pain, challenge, need?
1 2 3 4 5
Solution
Better, Faster, Cheaper? Brand?
Quality? Efficient? Convenient?
Unique? Price? Value Prop?
1 2 3 4 5
Team, Board,
Advisors
Industry knowledge, unique skills,
leadership, key relationships,
prior successes and/or failures
1 2 3 4 5
Traction
Min Viable Product? LTV / CAC?
Customer ROI? Key metrics?
$ Raised / Revenue? Partners?
1 2 3 4 5
Competition vs.
Competitive
Advantages
Direct vs. indirect? Barriers to
entry? Differentiation? Simpler
alternative exists? Future
obsolescence? Unfair or
sustainable advantage? Patents?
Partners? Key Risks?
1 2 3 4 5

2. CreatedbyJ. SkylerFernandes
Revenue Model
Customers or units x $ Price,
Recurring or one-time? ARPU?
LTV? Ways to increase? Sales
cycle? High Price vs. Volume?
1 2 3 4 5
Strategy:
Key Expenses /
Time Efforts
Cost of Product? Improve Gross
Margin? Cost & Time to Maintain
Customer / Operations? CAC?
Marketing Strat? Improvements?
1 2 3 4 5
Financials
Rev ARR? Gross vs. Net Rev?
Gross Margins & % of revenues?
LTV/CAC? Burn/mo & Runway?
Path to profitability?
Market penetration required?
1 2 3 4 5
Exit Opportunity
Potential Buyers? Why Buy vs.
Build? IPO? Exit Multiples? Big
Enough Exit Possible?
1 2 3 4 5
Investment
Terms
Amount?, Pre/Post-$?, Post-$ /
Revenues?, Investors?,
$ committed?, Previous $
Raised & Terms?, Debt?
1 2 3 4 5
Strategic Value
How We Can Help? Directly or
Indirectly Strategic? Intro’s to
Customers, Partners, Strategics,
Investors, Employees?
1 2 3 4 5
Worst Score: 12 Criteria x 1 = 12
Avg. Score: 12 Criteria x 3 = 36
Best Score: 12 Criteria x 5 = 60
Total Score: XX (X%)