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.
Start Form
- Company name
- Contact name
- Contact’s email
- Company vertical
- Information Technology
- Medical Services/Devices
- Communications
- Biotechnology
- Retail
- Saas
Managers evaluation
- Manager information
- Has the team had previous successful experiences in this industry?
- Market information
- Does the management understand the marketplace dynamics?
- Competition information
- Does the management understand the competitive landscape?
- Business economics information
- Does the management understand the financial dynamics of the industry?
- Risk information
- Does the management understand, accept, and have strategies to cope with the risks?
- Annual growth rate forecast
Risk assessment
- Market timing
- Business model
- Market adoption
- Market size
- Technology
- Capitalization structure
- Platform
- Legal
Due diligence
- Attach financial documents
- IPR documentation
- Input from people in relevant industries
Valuation
- P/E ratio
- P/D ratio
- DCF
- Based on the methodologies, what is the final valuation?
Final thoughts
- Management strategies
- Exit plan
Done
On hold
Rejected
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