Corporate Venture Capital Strategic Objective Mapping Process
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Corporate Venture Capital Strategic Objective Mapping Process
Optimize your Corporate Venture Capital workflow, from strategic alignment to investment decision-making, with comprehensive evaluation and due diligence processes.
1
Identify the key areas of strategic interest
2
Compile list of potential startup companies
3
Evaluate startup companies based on alignment with strategic objectives
4
Approve Strategic Objectives
5
Decide investment parameters
6
Draw up a detailed financial analysis
7
Approval: Financial Analyst
8
Run a risk assessment
9
Schedule meetings with top startup contenders
10
Attend meetings and evaluate startup presentations
11
Make investment decisions
12
Create a due diligence plan
13
Carry out due diligence process
14
Approval: Legal Advisor
15
Negotiate term sheets
16
Finalize investment agreements
17
Secure necessary internal approvals
18
Approval: CFO
19
Close the deal
20
Plan for ongoing monitoring and support of startup
Identify the key areas of strategic interest
This task involves identifying the key areas of strategic interest for the corporate venture capital team. By understanding the focus areas, the team can align its efforts and resources towards startups that fit within these strategic objectives. The desired result is a well-defined set of strategic interest areas that guide the investment decisions. To complete this task, the team will need to conduct market research, analyze industry trends, and engage with internal stakeholders to gather insights on potential areas of focus.
Compile list of potential startup companies
In this task, the team will compile a list of potential startup companies that align with the strategic objectives identified in the previous task. The goal is to create a comprehensive list of startups that have the potential for investment. The team will need to leverage various resources such as online databases, industry networks, and personal connections to identify these companies. Additionally, the team can explore partnerships with accelerators or venture capital firms to gain access to a wider pool of startups.
1
Company A
2
Company B
3
Company C
4
Company D
5
Company E
Evaluate startup companies based on alignment with strategic objectives
In this task, the team will evaluate the potential startup companies based on their alignment with the strategic objectives. The evaluation will involve assessing factors such as the company's product or service offering, market potential, competitive advantage, and fit with the overall corporate strategy. The desired result is a shortlist of startup companies that show strong alignment with the strategic objectives. To complete this task, the team will need to conduct in-depth research, analyze business plans, and potentially engage in initial conversations with the startup founders or representatives.
1
Product or service offering
2
Market potential
3
Competitive advantage
4
Fit with corporate strategy
5
Financial viability
Approve Strategic Objectives
This task involves obtaining approval for the strategic objectives identified in the previous tasks. The approval ensures that the decision-makers and stakeholders are aligned with the chosen strategic direction. The desired result is a formal approval of the strategic objectives, which provides the necessary buy-in for subsequent investment decisions. To complete this task, the team will need to present the strategic objectives, address any concerns or questions, and gain the necessary approvals.
Decide investment parameters
In this task, the team will decide on the investment parameters for the startup companies. The investment parameters include factors such as the investment size, ownership percentage, desired return on investment, and expected timeline for exit. The desired result is a set of investment parameters that guide the team's decision-making process. To complete this task, the team will need to consider the available resources, risk appetite, and financial goals of the corporate venture capital team.
Draw up a detailed financial analysis
In this task, the team will draw up a detailed financial analysis of the potential startup companies. The financial analysis will include factors such as revenue projections, cost structure, funding requirements, and potential valuation. The desired result is a comprehensive understanding of the financial viability and potential return on investment for each startup. To complete this task, the team will need to gather financial data, analyze the information, and potentially engage with the startup's financial representatives.
Approval: Financial Analyst
Will be submitted for approval:
Draw up a detailed financial analysis
Will be submitted
Run a risk assessment
This task involves conducting a risk assessment for the potential startup companies. The risk assessment aims to identify and evaluate potential risks and challenges associated with each startup. The desired result is a clear understanding of the risks involved and potential mitigations strategies. To complete this task, the team will need to analyze factors such as market risks, technology risks, regulatory risks, and team capabilities.
1
Market risks
2
Technology risks
3
Regulatory risks
4
Team capabilities
5
Financial risks
Schedule meetings with top startup contenders
In this task, the team will schedule meetings with the top startup contenders identified through the evaluation process. The goal is to have in-depth discussions and presentations from these startups to gain further insights and assess their potential fit for investment. The desired result is a set of scheduled meetings with the highest-priority startups. To complete this task, the team will need to coordinate schedules, send meeting invitations, and confirm availability.
Attend meetings and evaluate startup presentations
In this task, the team will attend the scheduled meetings with the startup contenders and evaluate their presentations. The team will assess factors such as the team's capabilities, product roadmap, market validation, and potential for growth. The desired result is a comprehensive evaluation of each startup's potential and fit for investment. To complete this task, the team members will need to actively participate in the meetings, ask relevant questions, and take detailed notes.
1
Team capabilities
2
Product roadmap
3
Market validation
4
Growth potential
5
Competitive landscape
Make investment decisions
This task involves making investment decisions based on the evaluations and discussions from the previous tasks. The decision-making process may include factors such as the evaluation scores, alignment with strategic objectives, financial analysis, risk assessment, and team consensus. The desired result is a clear investment decision for each startup contender. To complete this task, the team will need to review the evaluation data, consider the available resources, and engage in discussions to reach a consensus.
1
Invest
2
Consider further
3
Not invest
Create a due diligence plan
In this task, the team will create a due diligence plan for the top startup contenders that have been selected for further consideration. The due diligence plan outlines the specific areas of investigation and analysis that need to be conducted before finalizing the investment decision. The desired result is a comprehensive and structured plan that guides the team's due diligence efforts. To complete this task, the team will need to consider factors such as legal, financial, operational, and market due diligence.
Carry out due diligence process
This task involves conducting the due diligence process for the selected startup contenders. The due diligence process includes activities such as reviewing legal documents, conducting financial audits, analyzing market data, and assessing operational capabilities. The desired result is a comprehensive understanding of the startup's strengths, weaknesses, and potential risks. To complete this task, the team will need to collaborate with legal, financial, and operational experts to gather and analyze the necessary information.
Approval: Legal Advisor
Will be submitted for approval:
Carry out due diligence process
Will be submitted
Negotiate term sheets
In this task, the team will negotiate the term sheets with the selected startups. The term sheets outline the key terms and conditions of the investment, including the investment amount, ownership percentage, board representation, and exit rights. The desired result is a mutually agreed-upon term sheet that forms the basis for further discussions and finalization of investment agreements. To complete this task, the team will need to engage in negotiations, address any concerns or disagreements, and reach a consensus with the startup's representatives.
Finalize investment agreements
This task involves finalizing the investment agreements based on the negotiated term sheets. The investment agreements establish the legal framework for the investment, including rights, obligations, and protections for both the corporate venture capital team and the startup. The desired result is a legally binding investment agreement that formalizes the investment. To complete this task, the team will need to engage with legal experts, review and revise the agreement drafts, and obtain necessary approvals.
Secure necessary internal approvals
In this task, the team will secure the necessary internal approvals for the finalized investment agreements. The internal approvals may include engagements with legal, finance, and senior management teams to ensure compliance with internal policies and procedures. The desired result is a formal internal approval that allows the investment to proceed. To complete this task, the team will need to engage with the relevant stakeholders, address any concerns or questions, and obtain the necessary sign-offs.
Approval: CFO
Will be submitted for approval:
Finalize investment agreements
Will be submitted
Secure necessary internal approvals
Will be submitted
Close the deal
This task involves closing the deal with the selected startup. The deal closure includes activities such as transferring funds, finalizing legal documents, and executing the necessary agreements. The desired result is a completed transaction that officially establishes the investment and activates the agreed-upon terms. To complete this task, the team will need to coordinate with legal and financial experts, sign and exchange the required documents, and ensure all closing conditions are met.
Plan for ongoing monitoring and support of startup
In this task, the team will plan for the ongoing monitoring and support of the invested startup. The planning includes activities such as setting up reporting mechanisms, defining key performance indicators, and determining the level of support and engagement required. The desired result is a structured plan that ensures effective monitoring and support of the startup throughout its growth journey. To complete this task, the team will need to engage with the startup's representatives, determine reporting requirements, and allocate necessary resources.
