The document discusses the importance of due diligence for entrepreneurs seeking investment. It outlines the due diligence process, including preparing critical documents, evaluating the management team and marketing plans, reviewing financials and revenue, and addressing yes/no questions. Deal breakers for investors include issues with ethics, IP, or unrealistic expectations. The document provides a detailed checklist of materials needed for due diligence and tips for entrepreneurs, such as anticipating the process, being open and honest, and responding quickly to investor requests.
Due Diligence - What You Don’t Find Out Will Hurt YouNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Due Diligence - Looking for Gold in the PaperNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Significance of due diligence as a procedure reportRuchita Sangare
This is my Final Year project for Distance Post Graduation in Finance from Welingkar Institute of Management.
It helps understand Due Diligence with case studys.
Due Diligence - What You Don’t Find Out Will Hurt YouNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Due Diligence - Looking for Gold in the PaperNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Significance of due diligence as a procedure reportRuchita Sangare
This is my Final Year project for Distance Post Graduation in Finance from Welingkar Institute of Management.
It helps understand Due Diligence with case studys.
This presentation gives an in-depth look at the comprehensive due diligence process. It covers the framework for due diligence, its purpose, and types. This presentation is incrediably valuable for anyone doing or looking to do transactional work.
Watch full webinar here: http://www.firmex.com/Due-Diligence-Best-Practices-and-Pitfalls-sign-up/
LOIs and NDAs signed. Now art meets science with the legal, financial and strategic review of the business. How do you test the value proposition and identify potential risks? Select the best tools to streamline the process? And prepare for regulatory and legal compliance issues arising from legislation like FCPA? Learn what it takes to avoid pitfalls that plague even the most experienced due diligence experts.
This presentation explains what merger and acquisition is, How integration is important after merger and acquisition, how it is to be done, what can be the factors of failure, what is the role of an HR during integration and what strategies companies should follow for a successful Post Merger Integration
The Insolvency and Bankruptcy Code, 2016 (Code) came into operation w.e.f 28th May, 2016.
It seeks to consolidate the existing framework by by creating a single law for Insolvency and Bankruptcy.
Insolvency is when an individual, corporation, or other organization cannot meet its financial obligations for paying debts as they are due.
Insolvency can occur when certain things happen, some of which may include: poor cash management, increase in cash expenses, or decrease in cash flow.
Insider trading complete PPT (SEBI and Case Studies)Anant8
this powerpoint presentation includes complete information about Insider Trading, its regulation in INDIA and what are its penalties. It is fully made with all the matter available till date for the topic. It also includes some minor case studies for explaining further. The matter so prepared includes all relevant updates from Slideshare, SEBI website and Google major websites.
I personally prepared this file for my College Internal Examination and scored 10/10
This presentation gives an in-depth look at the comprehensive due diligence process. It covers the framework for due diligence, its purpose, and types. This presentation is incrediably valuable for anyone doing or looking to do transactional work.
Watch full webinar here: http://www.firmex.com/Due-Diligence-Best-Practices-and-Pitfalls-sign-up/
LOIs and NDAs signed. Now art meets science with the legal, financial and strategic review of the business. How do you test the value proposition and identify potential risks? Select the best tools to streamline the process? And prepare for regulatory and legal compliance issues arising from legislation like FCPA? Learn what it takes to avoid pitfalls that plague even the most experienced due diligence experts.
This presentation explains what merger and acquisition is, How integration is important after merger and acquisition, how it is to be done, what can be the factors of failure, what is the role of an HR during integration and what strategies companies should follow for a successful Post Merger Integration
The Insolvency and Bankruptcy Code, 2016 (Code) came into operation w.e.f 28th May, 2016.
It seeks to consolidate the existing framework by by creating a single law for Insolvency and Bankruptcy.
Insolvency is when an individual, corporation, or other organization cannot meet its financial obligations for paying debts as they are due.
Insolvency can occur when certain things happen, some of which may include: poor cash management, increase in cash expenses, or decrease in cash flow.
Insider trading complete PPT (SEBI and Case Studies)Anant8
this powerpoint presentation includes complete information about Insider Trading, its regulation in INDIA and what are its penalties. It is fully made with all the matter available till date for the topic. It also includes some minor case studies for explaining further. The matter so prepared includes all relevant updates from Slideshare, SEBI website and Google major websites.
I personally prepared this file for my College Internal Examination and scored 10/10
Dive into Startups.be overview of the fundraising process, prepared by Thibau Claes (thibaut@startups.be). Learn more and get investor-ready: www.startups.be/fundraising
Tender writing can be a complex issue for many business owners. Infodec Communications was engaged to provide information about the tender process and provide tips to writing a successful tender by the Sutherland Shire Council. The information in the presentation provides advice about tender writing for all levels of government.
Want to learn how to jump-start your SMMP?
You’ve got the go-ahead from procurement to implement a Strategic Meetings Management Program (SMMP). Fantastic! Now what? Knowing where to start, which stakeholders to involve and what steps to take to drive a successful strategy can be unfamiliar territory to meeting and event professionals of all levels.
This free webinar will help guide you through a high-level “getting started” process in which you will learn:
Typical components to SMMP
Pre-planning to get started
Key steps for implementation
Common pitfalls to avoid
Preparing your Business for Sale & What to Expect from the Sale ProcessMichael J. Walker, CF
This presentation was delivered to delegates of the Canadian Construction Association as part of the program at its annual conference held in March 2016 in New Orleans, LA.
Healthcare Enterprise Data Model: The Buy vs. Build DebatePerficient, Inc.
Every mid-to-large-sized healthcare organization will at some point need an enterprise data warehouse to consolidate data from its many source systems. The first question most will ask is, “Do I build it from scratch or buy a model?”
For some organizations, the answer to this question is simple and obvious. For others, it may be the source of internal debate on whether someone else can create a model that will address their nuances. Some will argue that a pre-built model will save time and money and should be explored as an option, while others may curb discussions due to the belief that their electronic medical records vendor already has it figured out.
In this webinar, we explored the pros and cons of building your own data model vs. buying one and looked at real customer use cases to help weigh the pros and cons of this critical enterprise decision. Topics included:
-How experience plays into the equation
-Which solution delivers value more quickly
-Which solution helps reduce the risk to the organization
-How easy is it to integrate other solutions
-How the decision to build vs. buy can impact your internal team
This webinar focused on the ins and outs of purchasing a business. The objectives of this webinar were to provide the attendees with tips and tools to use as a buy side party in a transaction. More specifically, the participants came away with a basic knowledge of how to approach and communicate with targets, how to analyze a target, the due diligence process, and what to expect at close and post-closing of a transaction.
The presenters discussed the process from start to finish with a focus on the following areas:
- What do you want to be and where do you want to go? – First step is to identify the type of business that best fits your overall business plan and strategy (culture, size, business lines, etc.).
- Preliminary process – How to identify targets, use of professionals, development of a professional, and internal advisory team.
- Transaction process – Initial discussions, development of an LOI, transaction type, and due diligence.
- Closing process – Purchase document, delivery of assets or working capital, and final adjustments.
- Post-closing – Now What?
Beginner's Guide: How to raise Seed and Series A Funding for Your Tech StartupsRakesh Soni
This is a short beginners' guide to learn about startup fundraising particularly Seed and Series A round.
CONTENT:
Introduction
Startup Funding 101:
What is funding and why do you need it?
Types of funding
When to raise and how much to raise
Understanding exit
Key players in fundraising
What matters to founders?
Understanding dilution
How to determine the valuation
Understanding controlling terms
How do VCs work?
Seed and Series A Funding:
Are you ready for funding?
Preparation
How to raise: processes, tips & tricks
Recommended Reading
Q&A
Many people want to be business owners, but one of the first things they need is a BUSINESS PLAN! This presentation provides plenty of help with creating your plan no matter what type of business you are interested in starting.
On Friday, July 31st I presented this Slideshare to more than 50 entrepreneurs who are part of the latest OnDeck Fellowship cohort. We walked through how to run a fundraising process and how I run my own investment process as an angel investor.
How to prepare for investment and run a successful process Sam Riley CEO, Ans...Ansarada
Ansarada: Our experience and where our insights come from
Preparing: Start with the end in mind and work backwards
• Investors are judges that score your performance
• Why they do it, how and what really matters
• Ensuring your vision, strategy, plan/model, measures and foundations all tell the same story and align with the judges
Run and close a swift investment process
• Momentum makers vs momentum takers
• Be flexible on closing but keep it simple
"Understanding Your Customers" by TechColumbus CEO Tom Walker is compact (kind of like an elevator speech). With a little touch of philosophy, it is full of actionable tips that entrepreneurs can put to practical use now.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
2. Due Diligence: Agenda
• Due Diligence Process
• Be prepared
• Critical documents
• Management team
• Marketing plans
• Revenue
• Yes/No questions
• Deal Breakers
• Additional topics
• Due Diligence Checklist
• Due Diligence Tips
3. Due Diligence Process
• Primary objectives
• Mitigate risk
• Understand the company and its business
• Determine the suitability of the investment
• Uses the same information used to build the
business plan
• An opportunity to develop mutual trust
• Beneficial and time-consuming
4. Due Diligence Process: Be Prepared
• Create organized information gathering and storing
processes from Day 1 of the firm
Digitize all critical documents
Develop a secure, organized system for filing paper copies
Create an electronic “due diligence room”
Develop a backup and disaster recovery plan
• Start due diligence process long before you talk to the
first investor
• Ask local angel groups for their due diligence checklist
and documents
• Seek advice
Ask local angels what they expect from due diligence
Go to a business incubator and ask for help
Talk to your attorney, accountant, or CPA
5. Due Diligence Process: Critical Documents
• All legal documents
• Articles of incorporation
• Contracts
• Employment contracts
• NDA
• Non-competes
• Stock Option Plan
• SEC documents
• Leases—PP&E
• Financial Documents
• Historical/YTD actual and Plan
• Payables
• Cap Table
• Current, projected to exit
• Match capital requirements to critical milestones
• Technology and IP Protection
• Patents—applications/granted
• Licenses
6. Due Diligence Process: Management Team
• Management CVs
• Management Compensation Structure
• Personal, professional, financial references
• Bosses/peers/subordinates
• Investors will collect information from names you don’t
supply
• Education/degree verification
• Perform an Internet search on every manager
• Review Facebook, LinkedIn, any other social media
sites
• Expect background checks
7. Due Diligence Process: Marketing Plans
• Fully developed go-to-market strategy and
marketing plan
• Business Partners Assessment
• Strategy importance
• Contact information
• Competition
• Communications/PR/advertising plans and
commitments
8. Due Diligence Process: Revenue
• Growth assumptions
• Customer information—Dive deep!
• #/time period
• Customer list/pipeline report
• Sales funnel analysis
• Distribution channels
Internal/external
Training
Degree of readiness
Lead generation, prioritization
9. Due Diligence Process: Revenue (cont.)
• How do you and your investors make money?
• Cost of acquiring a customer
• Pricing strategy
• Exit strategy
10. Due Diligence Process: Yes/No
Questions
• Do you have past, pending or foreseeable legal
action?
• Have any principals been involved in personal or
business bankruptcy?
• Are there hostile relationships with any
shareholder?
• Do you have professional liability insurance?
• Have any employees been involuntarily
terminated?
• Have any employees left the company on any basis
other than amicably?
11. Due Diligence: Deal Breakers
• Concerns of ethics or character
• Receiving conflicting information from the entrepreneur
• Prior bankruptcy
• Prior arrests or convictions
• Naïve or inexperienced entrepreneur
• Negotiating style
• Not coachable
• Reluctant to hire missing expertise
• Issues with intellectual property—patents, licenses,
ownership
• Harmful pre-existing agreements with employees,
vendors, partners, or shareholders
12. Due Diligence: Deal Breakers (contd.)
• Entrepreneur unwilling to invest his/her own money
or accept below market salary
• Using new capital to pay off current liabilities
• Valuation that is beyond norms
• Unacceptable terms
• Insisting on a non-disclosure agreement—investors
don’t sign them
• Complex shareholder agreements
• A business plan that doesn’t scale
• Competition that is too far out in front
• Something about the deal “doesn’t feel right”
13. Due Diligence: Additional Topics
• Board of Directors—background and contact
information
• Technology and IP assessment
14. Due Diligence Checklist
1. Table of Contents
2. Executive Summary
3. Corporate Documents
1. Form of Incorporation and where registered
2. Articles
3. Bylaws
4. Operating Agreement (if relevant)
4. Management: Founders, Officers, and Key
Employees
1. Resumes and references with full contact
information
2. Employment agreements
3. Board members
4. Advisory board members
5. Legal counsel, accounting firm, etc.
5. Technology/Product
1. Intellectual Property documents
1. Patents or Filings and status
2. Copyrights
3. Trade Marks
4. Trade Secrets
5. Technology/Product-Intellectual Property
Documents (cont.)
1. License Agreement
2. Prototype/Product
3. Basic description/drawings/schematics
4. Bill of materials
5. Supplier/vendor/partner agreements
6. Development timeline/schedule/milestones
6. Market
1. Market analysis (North America and Global)
2. Segment analysis
3. Channels
4. Competitor analysis
7. Customer
1. Existing or potential customer contacts
2. Customer contracts/software licensing
agreements
3. Customer comments
4. Product literature
8. Financials
5. Income statement, P&L by month for 24
months b.
6. Quarterly for next 3 years
7. Balance sheet
8. Capitalization Table
9. Subscription Agreements
10. Principal assumptions
9. Full business plan/Offering Memorandum
10. Investor Presentaiton
15. Due Diligence: Tips
• Anticipate and prepare for due diligence process from
Day 1
• People get funded, not business plans
• Follow the intent and letter of the law
• Be open and honest
• Increase the level of trust between entrepreneur and
investor with each interaction
• Keep assumptions in line with typical industry standards
• Be up front about risks and weaknesses
• Don’t put off the term sheet until the end; why do all the
diligence if there’s a deal-breaker in the terms?
• When an investor asks, be ready and move quickly to
respond before they lose interest