Streamlined support for start-ups through investment, due diligence, funding, and ongoing advisory to ensure growth and success in micro venture capital.
1
Identify potential start-ups for investment
2
Conduct initial research about the start-up
3
Approach the start-up and set up a meeting
4
Meet with the start-up founder and discuss their business plan
5
Approval: Business plan
6
Conduct detailed due diligence on the start-up
7
Prepare draft term sheet with proposed investment details
8
Approval: Proposed Investment Details
9
Negotiate term sheet with start-up founder
10
Sign term sheet with start-up founder
11
Structure the investment deal
12
Conduct legal and financial review of the deal
13
Prepare final investment agreement
14
Approval: Investment Agreement
15
Sign investment agreement with the start-up
16
Transfer investment funds to the start-up
17
Monitor the start-up’s performance post-investment
18
Provide ongoing support, advice and connections to the start-up
19
Coordinate with start-up for future funding rounds
20
Track and report the investment’s performance to VC fund members
Identify potential start-ups for investment
This task involves researching and identifying start-ups that have the potential for investment. Explore various sources like industry news, social media, and networking events. What are the key characteristics you look for in a start-up? What industries are you focusing on? Share your findings and potential start-up options in the form below.
1
Technology
2
Healthcare
3
E-commerce
4
Finance
5
Education
Conduct initial research about the start-up
Before approaching a start-up, it's crucial to conduct initial research to gather information about their market potential, competitors, and founders' background. Have a look at their website, social media presence, and any available industry reports. What key findings do you uncover during your research? Fill out the form below to document your findings.
1
Company A
2
Company B
3
Company C
4
Company D
5
Company E
Approach the start-up and set up a meeting
Now it's time to reach out to the start-up and set up a meeting. Use your strong communication skills to establish a connection and schedule a meeting. What method of communication do you prefer? What are your availability and preferred meeting days? Fill out the form below to initiate contact with the start-up.
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Monday
2
Tuesday
3
Wednesday
4
Thursday
5
Friday
Meet with the start-up founder and discuss their business plan
In this task, you will meet with the start-up founder and discuss their business plan. Gain a deeper understanding of their goals, target market, and competitive advantage. What questions will you ask to uncover these details? Engage in a conversation that helps both parties explore possibilities. Document key insights from your meeting in the form below.
Approval: Business plan
Will be submitted for approval:
Identify potential start-ups for investment
Will be submitted
Conduct initial research about the start-up
Will be submitted
Approach the start-up and set up a meeting
Will be submitted
Meet with the start-up founder and discuss their business plan
Will be submitted
Conduct detailed due diligence on the start-up
Before proceeding with the investment deal, it's crucial to conduct detailed due diligence on the start-up. Evaluate their financials, legal documents, and team capabilities. What key areas will you focus on during due diligence? Analyze the risks involved and potential mitigations. Document your due diligence findings in the form below.
Prepare draft term sheet with proposed investment details
Now it's time to prepare a draft term sheet that outlines the proposed investment details. This sheet will serve as a basis for negotiations with the start-up founder. What are the key investment terms you will include? Provide a detailed overview of the investment structure using the form below.
Approval: Proposed Investment Details
Will be submitted for approval:
Conduct detailed due diligence on the start-up
Will be submitted
Prepare draft term sheet with proposed investment details
Will be submitted
Negotiate term sheet with start-up founder
In this task, you will negotiate the term sheet with the start-up founder. Use your negotiation skills to reach a mutually beneficial agreement. What are the key points you will emphasize during the negotiation? Communicate effectively to address concerns and reach a consensus. Document the negotiation details in the form below.
1
Investment amount
2
Equity share %
3
Term length
4
Exit strategy
Sign term sheet with start-up founder
Once the term sheet negotiation is complete, it's time to sign the term sheet with the start-up founder. Ensure clarity regarding all terms and conditions. What are the next steps after signing the term sheet? Document the signing process in the form below.
Structure the investment deal
In this task, you will structure the investment deal based on the signed term sheet. Determine the legal and financial aspects of the deal. What are the key elements you will consider when structuring the deal? Collaborate with legal and financial experts to ensure compliance. Document the deal structure in the form below.
Conduct legal and financial review of the deal
Before finalizing the investment agreement, conduct a thorough legal and financial review of the deal. Analyze the terms, agreements, and potential risks. Collaborate with legal and financial experts to ensure a comprehensive review. What key aspects will you focus on during the review? Document your review findings in the form below.
Prepare final investment agreement
Based on the legal and financial review, prepare the final investment agreement. Ensure that it includes all necessary terms and conditions. What are the key elements that should be included in the agreement? Document the final investment agreement in the form below.
Approval: Investment Agreement
Will be submitted for approval:
Structure the investment deal
Will be submitted
Conduct legal and financial review of the deal
Will be submitted
Prepare final investment agreement
Will be submitted
Sign investment agreement with the start-up
Now it's time to sign the investment agreement with the start-up. Ensure that both parties fully understand and agree to the terms and conditions. What are the next steps after signing the investment agreement? Document the signing process in the form below.
Transfer investment funds to the start-up
In this task, you will transfer the investment funds to the start-up. Coordinate with the relevant departments to ensure a smooth transfer process. What are the payment details and instructions? How will you verify the completion of the transfer? Document the transfer process in the form below.
Monitor the start-up’s performance post-investment
Once the investment is made, it's essential to monitor the start-up's performance closely. Keep track of key performance indicators, milestones, and operational progress. How frequently will you review the start-up's performance? Document the monitoring plan in the form below.
1
Monthly
2
Quarterly
3
Bi-annually
4
Annually
5
As needed
Provide ongoing support, advice and connections to the start-up
In this task, you will provide ongoing support, advice, and connections to the start-up. Act as a mentor and resource for the start-up founder. What areas of expertise can you provide assistance with? How will you establish and maintain regular communication? Fill out the form below to ensure continuous support for the start-up.
Coordinate with start-up for future funding rounds
As the start-up progresses, additional funding rounds may be required. Coordinate with the start-up to plan and execute future funding opportunities. How will you stay informed about the start-up's funding needs and strategies? Document your coordination plan in the form below.
Track and report the investment’s performance to VC fund members
This task involves tracking and reporting the investment's performance to the VC fund members. Keep the fund members informed about the start-up's progress, financial performance, and any potential risks. How frequently will you provide updates? What key metrics will you include in the reports? Fill out the form below to document your reporting plan.
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