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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