This document provides an investment criteria scoring sheet to evaluate investment opportunities. It outlines 12 criteria such as target market, problem/need, solution, team/advisors, traction, competition/advantages, revenue model, strategy, financials, exit opportunity, investment terms, and strategic value. Each criterion is scored from 1-5, with 1 being the lowest score and 5 being the highest. The worst possible total score is 12, the average/unknown score is 36, and the best possible score is 60. Investments will be evaluated and given a total score out of 60 to assess their potential.

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%)