The document outlines a framework for analyzing tech investments that considers four key factors: team, product, financial/legal viability, and market opportunity. It examines the team's fit for the market/project, domain expertise, ability to deliver, commitment, and values. It assesses the product's differentiation, growth strategies, technology, scalability, and business model. It evaluates the startup's financials, capital needs, dilution risks, and exit possibilities. Finally, it looks at the market problem being solved, market size, dynamics, and the company's competitive positioning.

1. TheVentureCity framework to
analyze tech investments
June 2019

2. 2
VC Business
Why VC money is expensive? 2 out 3 investments fail

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Our framework to analyze tech investments
Team Product Finantial/Legal ViabilityMarket Opportunity
• Team – Market/Project fit
• Domain expertise/Unique insights
• Strong ability to deliver and learn
• Commited and cohesive team
• Values
• Fit for early stage
• Valuable and differentiated product
• Efficient GTM/Growth loops
• Strong and scalable technology
• Mindset
• Scalability / Defensibility
• Network effects/Platform Play
• Business Model
• Valuation
• Capital needs
• Dilution
• Exit possibilities
• Compelling real customer problem
• Large and attractive market
• Market dinamics & timing
• Clear competitive positioning/advantage

4. 4
Our framework to analyze tech investments
Team Product Finantial/Legal ViabilityMarket Opportunity
• Valuable and differentiated
product
• Efficient GTM/Growth loops
• Strong and scalable technology
• Mindset
• Scalability / Defensibility
• Network effects/Platform Play
• Business Model
• Valuation
• Capital needs
• Dilution
• Exit possibilities
• Compelling real customer
problem
• Large and attractive market
• Market dinamics & timing
• Clear competitive positioning/
advantage
• Team – Market/Project fit
• Domain expertise/Unique
insights
• Strong ability to deliver and
learn
• Commited and cohesive team
• Values
• Fit for early stage

5. 5
Our framework to analyze tech investments
MARKET PRODUCT
CHANNELMODEL

6. 6
Ideally, only raise when you hit the “risk-mitigating” milestones
Source: David Skok, www.forentrepreneurs.com

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Behind every great product/service there is a product team that combines technology, data and design to
solve real customer problems in a way that met the needs of the business
Product & Growth Mindset

8. 8
Behind every great product/service there is a product team that combines technology, data and design to
solve real customer problems in a way that met the needs of the business
Product & Growth Mindset

9. 9
Product & Growth Mindset
GrowthAccounting Framework

10. 10
Product & Growth Mindset
+ Reactivated
- Inactive
+New Engaged
Acquisition
Loop
Engagement
Loop
Focus on Leading, not lagging indicators
- How defensible/proprietary?
- How scalable and repeatable?
- Platform dependency
- How much upside?
Quality of Growth

11. 11
Product Growth

12. 12
Product & Growth Mindset
+ Reactivated
- Inactive
+New Engaged
Acquisition
Loop
Engagement
Loop
Focus on Leading, not lagging indicators

13. Thank you!