Streamline Corporate Venture Capital Fundraising: from strategy and screening to due diligence, approvals, negotiations, and investment performance management.
1
Prepare investment strategy for the corporation
2
Identify suitable ventures that align with corporate strategy
3
Carry out initial screening of identified ventures
4
Approval: Venture Identification
5
Conduct detailed due diligence on shortlisted ventures
6
Collate financial data and projections for selected ventures
7
Compare venture data against corporate investment criteria
8
Approval: Due Diligence Report
9
Prepare final investment proposal
10
Present investment proposal to the Investment Committee
11
Approval: Investment Committee
12
Prepare legal paperwork for fundraising process
13
Contact ventures for negotiation of terms
14
Complete the valuation of the venture
15
Approval: Valuation Report
16
Finalize fundraising terms with ventures
17
Sign off the investment deal
18
Announce investment deal internally within the corporation
19
Manage post-investment activities with ventures
20
Measure investment performance against expectations
Prepare investment strategy for the corporation
In this task, you will develop an investment strategy that aligns with the corporation's goals. Consider the desired outcomes of the investments, potential risks, and the necessary resources. What factors should be taken into account when formulating the strategy? What challenges might arise and how can they be addressed?
Identify suitable ventures that align with corporate strategy
In this task, you will search for ventures that align with the corporation's investment strategy. How will you identify suitable ventures? What criteria should be considered? Describe the required resources or tools for this task.
1
Online platforms
2
Market research reports
3
Industry connections
4
Internal databases
5
Expert recommendations
Carry out initial screening of identified ventures
In this task, you will conduct initial screening of the ventures identified in the previous task. How will you prioritize the ventures for further evaluation? What information or metrics will you use for screening? Describe any challenges that may arise and suggest remedies.
1
Market potential
2
Team experience
3
Competitive advantage
4
Fit with corporate strategy
5
Financial stability
1
Move to due diligence
2
Request additional information
3
Reject
Approval: Venture Identification
Will be submitted for approval:
Identify suitable ventures that align with corporate strategy
Will be submitted
Carry out initial screening of identified ventures
Will be submitted
Conduct detailed due diligence on shortlisted ventures
In this task, you will perform detailed due diligence on the ventures that passed the initial screening. How will you gather additional information? What aspects will you evaluate? Describe any potential challenges that may arise during due diligence and suggest remedies.
1
Market analysis
2
Financial analysis
3
Legal analysis
4
Management assessment
5
Operational evaluation
Collate financial data and projections for selected ventures
In this task, you will gather and organize the financial data and projections for the selected ventures. What financial documents will you collect? How will you verify the accuracy of the data? Describe any challenges that may arise and suggest remedies.
1
Balance sheets
2
Income statements
3
Cash flow statements
4
Financial forecasts
5
Previous funding rounds
1
External audit
2
Industry benchmarks
3
Expert analysis
4
Comparative analysis
5
Interviews with key personnel
Compare venture data against corporate investment criteria
In this task, you will compare the data of the selected ventures against the corporate investment criteria. What factors will you use for comparison? How will you evaluate the ventures' alignment with the criteria? Describe any challenges that may arise and suggest remedies.
1
Financial performance
2
Market potential
3
Strategic fit
4
Risk assessment
5
Governance structure
Approval: Due Diligence Report
Will be submitted for approval:
Conduct detailed due diligence on shortlisted ventures
Will be submitted
Collate financial data and projections for selected ventures
Will be submitted
Compare venture data against corporate investment criteria
Will be submitted
Prepare final investment proposal
In this task, you will compile the final investment proposal that includes all the necessary information about the selected ventures. What should be included in the proposal? How will you structure the document? Describe any challenges that may arise and suggest remedies.
Present investment proposal to the Investment Committee
In this task, you will present the investment proposal to the Investment Committee for review and approval. How will you communicate the proposal? What information will be shared during the presentation? Describe any challenges that may arise and suggest remedies.
1
In-person meeting
2
Video conference
3
Written report
Approval: Investment Committee
Will be submitted for approval:
Prepare final investment proposal
Will be submitted
Present investment proposal to the Investment Committee
Will be submitted
Prepare legal paperwork for fundraising process
In this task, you will prepare the necessary legal paperwork for the fundraising process. What types of documents will be required? How will you ensure compliance with legal regulations? Describe any challenges that may arise and suggest remedies.
1
Term sheet
2
Subscription agreement
3
Shareholders' agreement
4
Disclosure documents
5
Regulatory filings
Contact ventures for negotiation of terms
In this task, you will initiate contact with the selected ventures to negotiate the terms of the investment. How will you reach out to the ventures? What aspects will be discussed during the negotiation? Describe any challenges that may arise and suggest remedies.
1
Email
2
Phone call
3
In-person meeting
Complete the valuation of the venture
In this task, you will conduct a valuation of the venture to determine its worth. What valuation methods will you use? How will you consider the venture's assets, financials, and potential growth? Describe any challenges that may arise and suggest remedies.
1
Discounted cash flow (DCF)
2
Comparable company analysis
3
Net asset value (NAV)
4
Earnings multiple
5
Return on investment (ROI)
Approval: Valuation Report
Will be submitted for approval:
Prepare legal paperwork for fundraising process
Will be submitted
Contact ventures for negotiation of terms
Will be submitted
Complete the valuation of the venture
Will be submitted
Finalize fundraising terms with ventures
In this task, you will finalize the fundraising terms with the ventures. What terms need to be agreed upon? How will you ensure alignment with the corporation's requirements? Describe any challenges that may arise and suggest remedies.
1
Investment amount
2
Equity percentage
3
Liquidation preferences
4
Board representation
5
Exit strategy
Sign off the investment deal
In this task, you will sign off on the investment deal with the selected ventures. How will you manage the signing process? What documents will need to be signed? Describe any challenges that may arise and suggest remedies.
1
Electronic signatures
2
Physical signatures
3
Notarization
1
Term sheet
2
Subscription agreement
3
Shareholders' agreement
4
Investment agreement
5
Other legal documents
Announce investment deal internally within the corporation
In this task, you will announce the investment deal internally within the corporation. How will you communicate the news? What information will be shared? Describe any challenges that may arise and suggest remedies.
1
Company-wide email
2
Town hall meeting
3
Internal newsletter
Manage post-investment activities with ventures
In this task, you will manage the post-investment activities with the ventures. How will you monitor and support the ventures? What milestones or key performance indicators will you track? Describe any challenges that may arise and suggest remedies.
1
Revenue growth
2
User acquisition
3
Customer satisfaction
4
Product development milestones
5
Cash flow management
1
Lack of communication
2
Competitive threats
3
Governance issues
4
Financial distress
5
Strategic misalignment
Measure investment performance against expectations
In this task, you will measure the investment performance of the ventures against the expectations outlined in the investment proposal. What metrics will you use to assess performance? How will you analyze the data? Describe any challenges that may arise and suggest remedies.
