Startup investment advisory services

Startup company sourcing and evaluation services

  • Source investments through our proprietary network

  • Assist with evaluation of startup investments

  • Financial modeling and valuation of startups

Term sheet advisory services

  • Development of standard term sheet template

  • Structuring of term sheet for individual investments

  • Advice and assistance with term sheet negotiations

  • Written review and commenting on proposed term sheet revisions by investment targets

  • Knowledge transfer to in-house CVC and legal team

  • The mode of working will include face-to-face and VTC meetings as well as independent off-site document development and iteration via email.  

 

Due diligence advisory services

  • Preliminary due diligence with simple valuation

  • Detailed due diligence with full valuation

  • Both will involve two phases:  research and report. 

  • Preliminary due diligence will result in a term sheet to be sent to investment targets (or a recommendation not to send a term sheet) and will include a simple valuation to be used in the term sheet. 

  • Detailed due diligence will result in an investment memo with a final recommendation on whether to invest or not and a full valuation, adjusted for due diligence findings. 

  • ll standard areas of due diligence will be covered in detailed due diligence, including: company, management, product, market, and financials We will also liaise with your legal team on detailed legal due diligence. 

Fund strategy advisory services

  • Fund strategy:  size, target returns, fund life, governance, risk management, structuring

  • Portfolio strategy: industry, geography, stage of investment, investment size, number and timing of investments, initial and follow-on

  • Investment process: sourcing,  selection & due diligence, valuation, deal structuring & negotiation, portfolio management