workflows can be made my efficient by upto 80% in the early stage venture investing process using google APIs, App Script and few other softwares . ---------------------------------------------------------------------------------------------------------------------- Written, Ideated, Implemented by Mamoon Ismail Khalid | mik279@Nyu.edu

1. Venture Capital
Interaction management workflow

2. Desired outcomes:
- Save review time
- Automating redundant messaging and scheduling
- Build structured data-set
- Sharing data securely and efficiently with LP’s + other stakeholders
- Increase sourcing mechanisms past F6S
- Apply Predictive + Prescriptive (not Diagnostic or Descriptive) analytics
- Relationship Graphing for more insights into Founder and LP/MP/GP networks
- eg. Linking the industry of company with LP’s (or potential LP’s) who have a history of
interest or investments in the industry
Relevant Literature:
- http://avc.com/2017/11/quantitative-investing-in-shampoo/
- https://www.venionaire.com/technology-stack-investors-research/
- http://www.bluefp.com/2017/11/22/whats-your-vcs-tech-stack-results-from-a-survey-of-early-stage-
venture-capital-funds/
- http://www.alleywatch.com/2017/09/how-private-equity-and-venture-capital-investors-are-eating-
their-own-dogfood/
Motivation

3. Motivation (continued)
Other products are
already getting developed
under the radar:
- Helio;
https://circleup.com/
blog/2017/02/23/an
nouncing-the-
launch-of-helio/
- Kushim;
https://www.kushim.
vc/about
- Totem;
http://therealstartup.
com/totem-vc/

4. (Future)
Yellow cloud: Refers to Future Projects
● Not to be focused on right now, but certainly will add a
lot of value to the fund in the future
● Each item in this category is a separate project on it’s
own

5. 1st 2nd 3rd
Application
submitted
(F6S + native
portal)
Trigger: Application Submitted
1. Google Calendar set-up to review (or “Score” company in
future)
2. Message sent to all Investment Associates and Managing
Partners to notify of the new opportunity (platform:
Hangouts/Slack/Email?)
Application submitted

6. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Application Submitted
1. Google Calendar set-up to review (or “Score” company in
future)
2. Message sent to all Investment Associates and Managing
Partners to notify of the new opportunity (platform:
Hangouts/Slack/Email?)
Application submitted
(Future)
Native web-
interface
F6S
APIS’s

7. 1st 2nd 3rdApplication
submitted
(F6S)
1. Within the F6S platform as of right now
2. Once approved Haonan decides to only download the files
for companies which are Approved on F6S preliminary
screening
Preliminary Screening
Conditions: If a company has not filled out
certain Key Information* then an Email
Template can be sent to them to remind
them about missing information and
Deadline to re-apply.

8. 1st 2nd 3rdApplication
submitted
(F6S)
Preliminary Screening
(Future)
Preliminary review +
Screening algorithm
* This is a future project, but has the potential to save a lot of time when
we are evaluating 1000’s of companies in a brief, few-minutes glance and
decide on the basis of “just about enough” data to point that the
opportunity is worth another look - we can save this time in future by
automating what a brief “glance” essentially means in automation terms
and bring the most interesting opportunities for review before others

9. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Approved upon Screening on F6S
1. Documents and input information pulled from F6S (or alternative
platform)
2. Documents added to G-Drive
3. Google Calendar set-up to review (or “Score” company in future)
4. Due Diligence Sheet sent*
5. Template email sent for selection to next round
6. Message sent to all Investment Associates and Managing
Partners to notify of the new opportunity (platform:
Hangouts/Slack/Email?)
Preliminary Screening Approved
Conditions: If a company has not filled out
certain Key Information* then an Email
Template can be sent to them to remind
them about missing information and
Deadline to re-apply.

10. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Rejection for 1st Interaction
1. Template email sent for rejection
Preliminary Screening Rejected

11. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Due Diligence file received
1. DD file saved in Google Drive
2. Back-end data storage and organization*
3. Message sent to all Investment Associates and Managing
Partners to notify of the new opportunity (platform:
Hangouts/Slack/Email?)
Due Diligence Received
Conditions: If a company has not filled out
certain Key Information* then an Email Template
can be sent to them to remind them about missing
information and Deadline to re-apply.

12. 1st 2nd 3rdApplication
submitted
(F6S)
Due Diligence Received
(Future)
*More advanced data-science tool to gain
holistic picture of company, industry, team
skills, founder network, previous
employment crunchbase/angelList data,
PR traction, Valuation and GP/LP value
alignment, Exit Potential, Brand value, IP
value etc etc.

13. 1st 2nd 3rdApplication
submitted
(F6S)
XYZ internal scoring

14. 1st 2nd 3rdApplication
submitted
(F6S)
(Future)
The idea is that in future XYZ Investment team members will utilize the Data Science tool insights to come up with their own score; and
together the score will be weight-adjusted based on:
XYZ Team Score + Data Science Tool “Investment Merit Score”
(see Notes below) *
XYZ internal scoring
Sources:
● F6S API’s
● Native web-
interface
● G-Suite

15. 1st 2nd 3rdApplication
submitted
(F6S)
30-minute conversation b/w XYZ and company Founder

16. Trigger: Selection for 2nd Interaction
1. Template email sent for selection to next round
2. Calendy invite sent
3. Upon selection of meeting slot from Haonan’s
Calendy -> Google Calendar invite set up - with
Google Meet link embedded
4. Message sent to all Investment Associates and
Managing Partners to notify of the upcoming
meeting
Considered: Yes
Conditions: If a company has not filled out
certain Key Information* then an Email Template
can be sent to them to remind them about missing
information and Deadline to re-apply.
1st 2nd 3rdApplication
submitted
(F6S)

17. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Rejection for 2nd Interaction
1. Template email sent for rejection
Considered: No

18. 1st 2nd 3rdApplication
submitted
(F6S)
1-hour meeting XYZ and company Founder

19. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Selection for Negotiation Round
1. Template email sent for selection to Negotiation Round
2. Calendy invite sent
3. Upon selection of meeting slot from Haonan’s Calendy -> Google
Calendar invite set up - with Google Meet link embedded
4. Message sent to all Investment Associates and Managing Partners
to notify of the upcoming meeting
Considered: Yes

20. 1st 2nd 3rdApplication
submitted
(F6S)
Trigger: Selection for Negotiation Round
1. Template email sent - thanking the applicant
for applying etc.
Considered: No
Opportunity
Closed

21. 1st 2nd 3rdApplication
submitted
(F6S)
Negotiation Call b/w XYZ and company Founder
4th

22. 1st 2nd 3rdApplication
submitted
(F6S)
Deal: Not Agreed
4th
Opportunity
Closed
Trigger: Rejection
1. Template email sent - thanking the
applicant for applying etc.

23. 1st 2nd 3rdApplication
submitted
(F6S)
Deal: Agreed
4th
Paper work and document
exchange led by Haonan +
MP/GP

24. 1st 2nd 3rdApplication
submitted
(F6S)
Deal: Agreed
4th
(Future)
Company on-boarding
Process

25. 4th
XYZ Portfolio
Management and
Overview portal
(probably within Secure data
room)
Post-deal execution
Trend
identification and
following tools
Secure data
room +
L.P
Management
portal
(Future)
Company on-boarding
Process

26. 4th
XYZ Portfolio
Management and
Overview portal
(probably within Secure data
room)
Post-deal execution
Trend
identification and
following tools
Secure data
room +
L.P
Management
portal
(Future)
Company on-boarding
Process

27. 4th
XYZ Portfolio
Management and
Overview portal
(probably within Secure data
room)
Post-deal execution
Trend
identification and
following tools
Secure data
room +
L.P
Management
portal
(Future)
Company on-boarding
Process
Alumni inner
communication and
interaction tool *
???

28. Remember the whole picture....

29. Document written by Mamoon Ismail Khalid. Please email me at mamoon@XYZ.vc or make a Comment or Edit on the document and
tag me there.