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Startup Investment Guide (Before investing (Make sense (Strategically,…

- - - - Keep it formal: Define date and time
      - Expectations
        
        Who attends?
        
        Before the pitch: Evaluation checklist
        
        How Long? 15-30 min
      - :red_cross: NO-No's High Alert!
        
        We're the 1st! Means you're too early or there's no market.
        
        We just want 1% of this giant market. Aim to own a niche
        
        Can't share without NDA
        
        We will also have this and tha... bla bla
        
        0 customers but worth millions. WAKE UP CALL!! :red_flag:
    - - :check: Pitch Document
      - :check: Business Model
      - :check: Team CVs and Organizational chart
      - :check: Proof of traction
      - :check: Current investment and capital structure
      - :check: Financial information
      - :check: Description of all products and service
      - :check: Supplier information
      - :check: Legal information
    - - Prioritize Learning over Earning
      - 6.1 Activity Metrics
        
        Measure what the Startup DOES
        Soft metrics, focus on method
      - 6.2 Impact Metrics
        
        Measure how well the job is done.
        Hard metrics, results
      - 6.3 Vanity Metrics
        
        :red_cross: The ones we don't want
    - - Overcome Weaknesses of large orgs?
      - Lever Strengths of Startups?
      - Are you investing for...
        
        Financial Returns?
        
        Explore potential new business: EMERGENT
        
        Focus on returns: PASSIVE
        
        Strategic purposes?
        
        Close link to your core to advance current business: DRIVING
        
        Complementary fit: ENABLING
    - - Startup: Increased credibility
        
        Operational efficiency, potencial to scale
        
        Problem-solution, Market fit and Business Model validated
        
        Team and customers fast growth
      - Venture Growth: Sustainability & Scalability
        
        Significant traction
        
        Validated business model
        
        Growing team and customers, +100
      - Launch: Early Stage. Infancy
        
        Problem-solution being optimized
        
        Market fit and Business Model in progress
        
        Team +2 / Customers +20 Focused
      - Mature Venture. SME. Later stage
        
        Reduced risk, higher investment
        
        Growth in team and customers
        
        Established position
      - Conceptual: Early stage. Pre-startup
        
        Problem -solution in progress
        
        Team <5 / Customers <20 + unclear
        
        Big risk, small investment
    - - Not al Intimidation Doc: Use this internally, do not share with startup
      - Select Wisely: Ask only what you need, don't be a burden
      - Attitude over info:
  - - - The Risk Factor Summation Method
      - The Scorecard Method
      - The Berkus Method
      - The Cayanne Consulting Calculator
      - Don't forget to discuss EXIT options
    - - Business Model
      - Team
      - Offering Is differentiation strong enough?
      - Strategy Fit
      - Market: Size, Timing, Opportunity, Desirability
      - Final Checklist: who, what, how
    - - Business Model Validation Viability and Scalability
      - Strategic Fit Aligned to orgs strategy?
      - Solution Validation Is differentiation strong enough?
      - Team Mindset, composition, able to execute
      - Problem Validation Problem size, timing, opportunity
    - - :green_cross: NO-GO!
        
        Communicate to the startup team
      - :check: GO!
        
        Due Diligence
        
        Involve right parties
        
        Timeline for collaboration roadmap