Useful for startup founders seeking to fundraise from external investors and angel investors who want to thoroughly review an early stage investment opportunity
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.
Kevin schott focuses on providing finance and accounting serviceskevinschott
Kevin Schott focuses on providing financial and accounting services and has 25 years of experience in manufacturing, high technology information service industry.
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.
Kevin schott focuses on providing finance and accounting serviceskevinschott
Kevin Schott focuses on providing financial and accounting services and has 25 years of experience in manufacturing, high technology information service industry.
Nicolas Christiaen, CEO en mede-stichter van CashforceFDMagazine
Nicolas Christiaen, CEO en mede-stichter van Cashforce, komt de financieringsstrategie toelichten van zijn groeibedrijf dat een cloudoplossing heeft ontwikkeld voor treasurers en CFO's van middelgrote tot grote multinationals die de cashflow van hun bedrijf moeten beheren en plannen. Cashforce heeft begin dit jaar twee miljoen euro opgehaald bij een aantal grote investeerders.
Guide to Invoice Factoring (a.k.a. Accounts Receivable Financing)Elizabeth Kraus
Top invoice factoring company DB Squared describes the invoice factoring process (how invoice factoring works) and explains how it can help a business grow and become more profitable. For more information visit dbsquaredinc.com.
Delivered during the workshop on How to Pitch Investor as part of the SPEC 2009. Focuses on how to give an effective 6 minute pitch at a Venture Conference. Covers Elevator Pitch at end.
How Machine Learning is changing the Capital Raising and M&A Landscape | Sam ...Ansarada
Success for a company today is grounded in knowing your organization inside and out, so you’re ready for change – not scrambling to respond to it. In an age where data is more valuable than oil, it’s crucial that you leverage what you’ve got. Ansarada’s Platform uses advanced tech to put your critical business information to work for you, so you can see exactly where you stand and know with certainty what your next move should be.
Successful business leaders and advisors are already using these technologies to end costly, wasteful legacy behaviours and get unprecedented insights. Moving to automated, streamlined processes lets them spend more time on what matters – driving business development and propelling growth.
If you enjoyed my presentation contact Ansarada to learn how to enable an always-on state of readiness for your business:
https://info.ansarada.com/know-your-business
Presented at LMA 2016, the presentation covers the current sate of lateral partner hiring and examines several ways to improve the success rate in lateral partner hires.
Thinking about launching a hedge fund or looking to grow your fund's assets faster? Find out why some funds raise capital faster than others.
Note: Content is targeted to hedge funds, but the information is applicable to other types of asset managers.
Nicolas Christiaen, CEO en mede-stichter van CashforceFDMagazine
Nicolas Christiaen, CEO en mede-stichter van Cashforce, komt de financieringsstrategie toelichten van zijn groeibedrijf dat een cloudoplossing heeft ontwikkeld voor treasurers en CFO's van middelgrote tot grote multinationals die de cashflow van hun bedrijf moeten beheren en plannen. Cashforce heeft begin dit jaar twee miljoen euro opgehaald bij een aantal grote investeerders.
Guide to Invoice Factoring (a.k.a. Accounts Receivable Financing)Elizabeth Kraus
Top invoice factoring company DB Squared describes the invoice factoring process (how invoice factoring works) and explains how it can help a business grow and become more profitable. For more information visit dbsquaredinc.com.
Delivered during the workshop on How to Pitch Investor as part of the SPEC 2009. Focuses on how to give an effective 6 minute pitch at a Venture Conference. Covers Elevator Pitch at end.
How Machine Learning is changing the Capital Raising and M&A Landscape | Sam ...Ansarada
Success for a company today is grounded in knowing your organization inside and out, so you’re ready for change – not scrambling to respond to it. In an age where data is more valuable than oil, it’s crucial that you leverage what you’ve got. Ansarada’s Platform uses advanced tech to put your critical business information to work for you, so you can see exactly where you stand and know with certainty what your next move should be.
Successful business leaders and advisors are already using these technologies to end costly, wasteful legacy behaviours and get unprecedented insights. Moving to automated, streamlined processes lets them spend more time on what matters – driving business development and propelling growth.
If you enjoyed my presentation contact Ansarada to learn how to enable an always-on state of readiness for your business:
https://info.ansarada.com/know-your-business
Presented at LMA 2016, the presentation covers the current sate of lateral partner hiring and examines several ways to improve the success rate in lateral partner hires.
Thinking about launching a hedge fund or looking to grow your fund's assets faster? Find out why some funds raise capital faster than others.
Note: Content is targeted to hedge funds, but the information is applicable to other types of asset managers.
Limited Time, Get our course "Assemble a DealTeam" FREE http://dealteamadvisor.com/
Sign up for our INVESTyR Daily Insider Newsletter: http://eepurl.com/IbP31
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INVESTyR’s ONLINE COURSES AND PRODUCTS:
Agile Financial Modeling http://bit.ly/1cYP4rC
Throw Away Your Pitch Deck! http://bit.ly/1dQo7aN
How to Hack an Investors Brain http://bit.ly/18aOvaG
The Quick and Dirty on Videos that Move Money http://bit.ly/1bdTEzz
Me and Your Money: P2P Lending Revealed http://bit.ly/1aavrfU
Use Crowdfunding to Raise Money http://bit.ly/HJnR2D
Raising Capital with Ease: AngelList and Gust http://bit.ly/1fmJgcS
Influence Investors: Secret Twitter Tactics for Fundraising http://bit.ly/13ZzDJ6
Learn How to Find Investors Quickly! http://bit.ly/16962Cy
Use LinkedIn to Find Investors http://bit.ly/12C1waX
How Do I Set My Startups Valuation? http://bit.ly/1hQmEnn
How Much Money Should You Raise? http://bit.ly/1fmJ6lR
Successful Fundraising: The Roadmap to Money http://bit.ly/18aO8gh
Assemble an A+ Advisory Board http://bit.ly/12C1IHk
Find & Assemble a DealTeam http://bit.ly/12C1EXZ
Fundraising Masters: The Ultimate Resource to Raising Money http://bit.ly/ZO7kx5
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Google Hangout “Fundraising in the Digital Economy” Presentation: http://bit.ly/1epTX0A
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20150929 Playbook Transformational IT Run IT as a BusinessPaul Hoekstra
Presentation from the first Run IT as a Business Meetup
Your CIO decides to build a transformational IT organization. Now what?
This playbook explains how to understand the corporate needs, set expectations, balance your budget, look critically at your team, and set the execution plan to achieve objectives.
SaaStock 2019 - Moving Up Market Bootcamp - Enterprise Sales for SaaS companiesLukas Hertig
In order to engineer a move upmarket, SaaS companies need to tailor both their sales services and people to deploy a more comprehensive or expensive service offering.
Engineering this full-scale pivot includes tackling many challenges; from understanding different service requirements, tackling new processes in departmental selling vs large scale deals, to identifying the right people needed to close such multi-million dollar deals.
This interactive workshop discusses the key challenges involved in cultivating the people and processes needed to smoothen this transition from mid-market to enterprise. Lukas Hertig, SVP Bizdev at Plesk, Investor and Advisor to startups, shares his business development playbook from the last 15 years, including real-life business cases to ensure your sales teams are equipped with the practical strategies needed to sell and succeed.
This slide deck is from the webinar: Start with the Exit in Mind, presented by SecureDocs Virtual Data Room & TechStrat.
TechStrat Founder, Nat Burgess shares helpful, real-world advice on how tech companies can maximize M&A opportunities.
Topics include:
- Different cloud storage services and how to choose the best one
- All about web hosting
- Open-source technologies
- Emarketing integration
- Cybersecurity
Lead more about Red Rocket Ventures, its services (startup/digital consulting, shared executives, fund raising, technology development and digital marketing), its clients, its team (George Deeb and Jay Stocki), its investment in the FireStarter Fund and its new alliance with Ensemble, an all-star powered "digital services suites" at 20-40% savings.
Similar to Seed/Series A due diligence checklist - clutch play advisors jan2020 (20)
Best Crypto Marketing Ideas to Lead Your Project to SuccessIntelisync
In this comprehensive slideshow presentation, we delve into the intricacies of crypto marketing, offering invaluable insights and strategies to propel your project to success in the dynamic cryptocurrency landscape. From understanding market trends to building a robust brand identity, engaging with influencers, and analyzing performance metrics, we cover all aspects essential for effective marketing in the crypto space.
Also Intelisync, our cutting-edge service designed to streamline and optimize your marketing efforts, leveraging data-driven insights and innovative strategies to drive growth and visibility for your project.
With a data-driven approach, transparent communication, and a commitment to excellence, InteliSync is your trusted partner for driving meaningful impact in the fast-paced world of Web3. Contact us today to learn more and embark on a journey to crypto marketing mastery!
Ready to elevate your Web3 project to new heights? Contact InteliSync now and unleash the full potential of your crypto venture!
What You're Going to Learn
- How These 4 Leaks Force You To Work Longer And Harder in order to grow your income… improve just one of these and the impact could be life changing.
- How to SHUT DOWN the revolving door of Income Stagnation… you know, where new sales come into your magazine while at the same time existing sponsors exit.
- How to transform your magazine business by fixing the 4 “DON’Ts”...
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Seed/Series A due diligence checklist - clutch play advisors jan2020
1. Remote Executive Assistant
Due Diligence Checklist
CLUTCH PLAY ADVISORS
www.clutchplayadvisors.com
Early Stage Advisory & Administration
2. “Build relationships, add value
and move the needle”
Remote Executive Assistant
- We focus on allowing you to focus!
👨💼 12 years finance professional with significant startup experience at your
service
- helped more than 100 startups across Europe and the US raise +25Mln
We help you organize your critical business functions. Follow-up with key sales,
fundraising contacts and networking efforts. Research markets and upcoming
trends. 🎯
"Human connections that build relationships, add value and move the needle"
#getintouch for more details 👍 - adriangalea@clutchplayadvisors.com
3. “Build relationships, add value
and move the needle”
Remote Executive Assistant
- Responsibilities, for startups
● organisation of due diligence room and ensures latest updates are available
● CRM: investor leads and fundraising follow-up
● Research and preparation of responses and supplementary information
● Pitching event and meeting scheduling
4. “Build relationships, add value
and move the needle”
Remote Executive Assistant
- Responsibilities, for investors
● Follow up correspondence with co-investors and community
● Follow up correspondence with target startups
● Investor attends in-person, face-to-face meetings whilst we read, review and
ensure all information reported is matched to the due diligence documents
● Schedule and plan events, speaking opportunities and meeting scheduling
5. “Build relationships, add value
and move the needle”
Stages in a Due Diligence
Pre-Marketing leave behinds
Non-confidential pitch deck your business narrative
solution/market fit
Key metrics
Market briefing
team
Executive summary
Website
Product explainer video or
document
Especially for technical startups
6. “Build relationships, add value
and move the needle”
Stages in a Due Diligence
Fundraising tour companions
Pitch Deck use a system that allows you to track
opens and how readers spend their
time on the deck
2-3 page financials Show your metrics that matter
7. “Build relationships, add value
and move the needle”
Stages in a Due Diligence
Due Diligence Room
● GDrive/DropBox
● Layered according to confidentiality
● Any highly confidential material, must be labelled accordingly and password
protected!
1. Team
Resume of key staff
Employee service agreement
Freelancers/contractors service agreement
ESOP plan
Google background checks
Reference background checks, police conduct
reports
2. Sales & Marketing
Business strategy documents
Brand identity strategy
Sales Pipeline or CRM reports
Copies of campaigns and relevant metrics
Customer feedback and surveys
Competitive landscape
Market reports (third party reputable firm)
8. “Build relationships, add value
and move the needle”
Stages in a Due Diligence
Due Diligence Room (cont…)
3. Operations & IP
OKRs or similar SMART goals
IP/Tech - Product literature
IP filings
Freedom to Operate
Trademarks and copyrights
4. Financials
Business drivers and key KPIs
Metrics that matter
Up to 3 years financial reports
Financial forecasts
Financial budget for the year - with variance
analysis
5. Legal & Governance
Founding documents and Company statutes
Certificate of incumbency / good standing
Board of Directors CVs and governance setup
Copies of board & shareholder resolutions
Risk management matrix
If regulated, key licenses and reports filed
Insurances and permits
6. Investor Relations
Cap Table
Subscription Agreement
Term Sheet
Shareholders Agreement
Shareholder resolutions
Profile of key investors & advisors
9. “Build relationships, add value
and move the needle”
Due Diligence Checklist - FAQ
● Are all these documents necessary?
○ The majority are documents that are legally required for any company to exist
○ Other documents are strategy-based and startups should show how they set objectives
and measure their performance accordingly
● Can I start meeting investors and then prepare the due diligence room once I
have interest?
○ Momentum is critical in fundraising. Once you have an interested investor, ensure you
keep that engagement going. Long-waiting periods can kill interest.
○ Once a key investor says yes, other co-investors will follow. Many times an experienced
investor will recommend a deal to trusted co-investors
● As the CEO, during fundraising I am too busy to keep up correspondence.
What should we do?
○ The CEO needs a team, divided as follows:
■ CEO - 80-90% of full time - does all the pitching and investor meetings
■ Assistant to the CEO, to ensure follow-up and flow of information
■ CFO/CTO - part-time - to contribute technical input as needed