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Lifecycle of an
OurCrowd Investment
Following a company’s progress from due diligence to
investment (and beyond)
Your hosts
Zack Miller, Investor Community

David Stark, Investment Associate
Dealflow
Creating a quality network to
get access to the highest
quality deals
Dealflow

How opportunities get to OurCrowd

Diligence
•

Term Sheet

Deal Launch

Monitoring

Portfolio
Support

•

Submitted Deals vs. Surgical Targeting
Great source of referrals
• OC portfolio company CEOs
• OC investors
• Other members of the investment
community
Dealflow

Diligence

OC’s 6 Investment Criteria
1. Great Team
2. Large market

Term Sheet

Deal Launch

3. Easy to understand
4. Traction
5. Sponsorship

Monitoring

Portfolio
Support

6. A good deal
Due diligence
Dealflow

Doing deeper diligence
•

customer calls

•

financial review

•

3rd party expert opinion (OC mentors)

•

Human resource check

•

Competitive analysis

•

Market sizing

•

More…

Diligence

Term Sheet

Deal Launch

Monitoring

Portfolio
Support
Term sheets
Protections and rights for
investors
Dealflow

Getting to terms with the term sheet

Diligence

•

While some things are subject to negotiation,
there are certain rights and protections we try
to make part of every deal:

Term Sheet
•

•

Monitoring

Portfolio
Support

•

preemptive rights

•

Deal Launch

preferred shares

anti-dilution rights

process depends on whether we lead a deal
or join a deal
Deal launch
Dealflow

Launching a deal for investors
•

Webinars

•

OurTake

•

Presentation

•

Video

•

Overview

•

Team

•

Road shows

Diligence

Term Sheet

Deal Launch

Monitoring

Portfolio
Support
You’ve clicked ‘I’m Interested’
— what next?

Dealflow

Diligence

Deal Launch

Monitoring

Portfolio
Support

Documentation

•

Wiring instructions

•

Term Sheet

•

Closing paperwork

•

Wire company money

* process obviously different if you’ve
invested via our Portfolio RESERVE
Monitoring and Support
Monitoring and Support

Dealflow
•

My Investments section of website

•

Quarterly reporting

•

Ongoing newsflow

•

Events/Roadshows

•

Crowdbuilding: Intros, Biz Dev, Hiring

•

Diligence

Educational events

Term Sheet

Deal Launch

Monitoring

Portfolio
Support
Dealflow

How OC works to maximize the
value of an investment
•

Mentorship/Board Activity

•

CEO Meetups/Education - help them to
help themselves

•

Media introduction and supportive
guidance

•

Strategic partnering

•

Diligence

Advice

Term Sheet

Deal Launch

Monitoring

Portfolio
Support
Subsequent rounds of
investments

Dealflow

Diligence

•

Expectation that there may
be follow-on investments

•
•

Term Sheet

•

Introduction to institutional
investors that will help
sustain company going
forward

•

Importance of participating:
preventing dilution on the
investments that matter

Deal Launch

Monitoring

Portfolio
Support

•

Signals!
Valuation step-up
New money
Institutional investors
3 ways for
investors to
make money
Dividends
M&A/IPO
Liquidation
OurCrowd
a better way to invest in Israeli startups
Funding the
next generation
of successful
startups
Since February 2013,
invested in over 30 startups
!

OurCrowd and our
community of investors have
invested over $30 million in
these firms
Case study #1:
Sight Diagnostics
Sight Diagnostics: a
computer vision platform to
test blood faster, cheaper,
and more accurately
Case study #2:
Bizzabo
Software that makes event
organizers more money by
increasing engagement of
attendees
Any questions?
For feedback or more
information:
!

zack@ourcrowd.com
http://www.ourcrowd.com
Sign up for our full dealflow at
OurCrowd.com

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The Lifecycle of an OurCrowd Investment: Following a Company's Progress from Due Diligence to Investment (and Beyond)

  • 1. Lifecycle of an OurCrowd Investment Following a company’s progress from due diligence to investment (and beyond)
  • 2. Your hosts Zack Miller, Investor Community David Stark, Investment Associate
  • 3. Dealflow Creating a quality network to get access to the highest quality deals
  • 4. Dealflow How opportunities get to OurCrowd Diligence • Term Sheet Deal Launch Monitoring Portfolio Support • Submitted Deals vs. Surgical Targeting Great source of referrals • OC portfolio company CEOs • OC investors • Other members of the investment community
  • 5. Dealflow Diligence OC’s 6 Investment Criteria 1. Great Team 2. Large market Term Sheet Deal Launch 3. Easy to understand 4. Traction 5. Sponsorship Monitoring Portfolio Support 6. A good deal
  • 7. Dealflow Doing deeper diligence • customer calls • financial review • 3rd party expert opinion (OC mentors) • Human resource check • Competitive analysis • Market sizing • More… Diligence Term Sheet Deal Launch Monitoring Portfolio Support
  • 8. Term sheets Protections and rights for investors
  • 9. Dealflow Getting to terms with the term sheet Diligence • While some things are subject to negotiation, there are certain rights and protections we try to make part of every deal: Term Sheet • • Monitoring Portfolio Support • preemptive rights • Deal Launch preferred shares anti-dilution rights process depends on whether we lead a deal or join a deal
  • 11. Dealflow Launching a deal for investors • Webinars • OurTake • Presentation • Video • Overview • Team • Road shows Diligence Term Sheet Deal Launch Monitoring Portfolio Support
  • 12. You’ve clicked ‘I’m Interested’ — what next? Dealflow Diligence Deal Launch Monitoring Portfolio Support Documentation • Wiring instructions • Term Sheet • Closing paperwork • Wire company money * process obviously different if you’ve invested via our Portfolio RESERVE
  • 14. Monitoring and Support Dealflow • My Investments section of website • Quarterly reporting • Ongoing newsflow • Events/Roadshows • Crowdbuilding: Intros, Biz Dev, Hiring • Diligence Educational events Term Sheet Deal Launch Monitoring Portfolio Support
  • 15. Dealflow How OC works to maximize the value of an investment • Mentorship/Board Activity • CEO Meetups/Education - help them to help themselves • Media introduction and supportive guidance • Strategic partnering • Diligence Advice Term Sheet Deal Launch Monitoring Portfolio Support
  • 16. Subsequent rounds of investments Dealflow Diligence • Expectation that there may be follow-on investments • • Term Sheet • Introduction to institutional investors that will help sustain company going forward • Importance of participating: preventing dilution on the investments that matter Deal Launch Monitoring Portfolio Support • Signals! Valuation step-up New money Institutional investors
  • 17. 3 ways for investors to make money Dividends M&A/IPO Liquidation
  • 18. OurCrowd a better way to invest in Israeli startups
  • 19. Funding the next generation of successful startups Since February 2013, invested in over 30 startups ! OurCrowd and our community of investors have invested over $30 million in these firms
  • 20. Case study #1: Sight Diagnostics Sight Diagnostics: a computer vision platform to test blood faster, cheaper, and more accurately
  • 21. Case study #2: Bizzabo Software that makes event organizers more money by increasing engagement of attendees
  • 22. Any questions? For feedback or more information: ! zack@ourcrowd.com http://www.ourcrowd.com
  • 23. Sign up for our full dealflow at OurCrowd.com