Startup Fundraising Memo- Level 2 Due Diligence
A pre-diligence audit of the ventures pitch and data room. Allowing companies to understand their investment readiness helps eliminate hours of redundant investor outreach.
As a diligence agency for investors, we perform the same review on the venture as we would for our VC fund, accelerator, and PE clients.
Composed of a 5-10 page review document that provides a deeper assessment of the business operations and strategy written by trained Business Analysts.
Includes an 8-Point inspection (all in Level 1 above plus):
Financial Reports/Forecast Analysis
- Data Collection: our system connects to the entrepreneur and asks them to submit deal room documents to our PitchBox software or manual team members.
- Reviewing: our trained team of venture analysts begin
researching and building individual Critical Factor Assessments on various areas of a the startup business.
- Scoring: 8 areas of the startup business are given a consensus
grade from the following 9 categories: Market Opportunity, Product/Service, Team, Business Model, Competition, Financials, Traction, and Risks Mitigation.
- Briefing: our team of venture capital analysts will provide a Deal Memo (based on a research backed Critical Factor Assessment framework) for each applicant. Will follow up with a debriefing document that explains the areas of strengths and weaknesses of the business.