Screening for Venture Capital

Template

Venture Capital profit from comes from a very small slice of total investments. Several companies need to pass a Screening process before investments may be made. With Pipefy’s Screening for Venture Capital Template, companies from these segments can intuitively analyze and screen companies for investments.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Company name

  • 2. Contact name

  • 3. Contact's email

  • 4. Company vertical

    • Information Technology
    • Medical Services/Devices
    • Communications
    • Biotechnology
    • Retail
    • Saas

Managers evaluation

  • 1. Manager information

    • Has the team had previous successful experiences in this industry?
  • 2. Market information

    • Does the management understand the marketplace dynamics?
  • 3. Competition information

    • Does the management understand the competitive landscape?
  • 4. Business economics information

    • Does the management understand the financial dynamics of the industry?
  • 5. Risk information

    • Does the management understand, accept, and have strategies to cope with the risks?
  • 6. Annual growth rate forecast

Risk assessment

  • 1. Market timing

  • 2. Business model

  • 3. Market adoption

  • 4. Market size

  • 5. Technology

  • 6. Capitalization structure

  • 7. Platform

  • 8. Legal

Due diligence

  • 1. Attach financial documents

  • 2. IPR documentation

  • 3. Input from people in relevant industries

Valuation

  • 1. P/E ratio

  • 2. P/D ratio

  • 3. DCF

  • 4. Based on the methodologies, what is the final valuation?

Final thoughts

  • 1. Management strategies

  • 2. Exit plan

Done

On hold

Rejected

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