CVC program advisory services

Program advisory services include

  • Setting prioritized goals for the CVC program

  • Structuring the program and investment strategy to achieve those goals

  • Financial returns and strategic objectives

  • Team and organizational structures

  • Preparing presentation for the executive committee

  • Advice on VC fund best practices

  • Knowledge transfer

  • On-going advice after set-up and launch

Areas where we can help in setting up

  • Setting and balancing strategic and financial goals

  • 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

  • Governance: investment committee structure and procedures, company selection procedures, managing conflict of interest, risk management framework, valuation policy

How we work together in CVC program advisory

  • Scheduled meetings and consultations

  • Ad-hoc consultations and advice

  • Attend meetings with management

  • Training and coaching

  • We share relevant and timely market information with you