Startup Due Diligence for a Venture Capitalist

Template

The Startup Due Diligence for a Venture Capitalist is a template designed to assist the investor in analyzing the company and helping it decide on the investment risk.

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Template structure

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  • 1. Company name

  • 2. Company sector

  • 3. Business location

  • 4. Product name

  • 5. Product description

  • 6. Founder's Twitter

  • 7. Founder's Facebook

  • 8. Founder's LinkedIn

  • 9. Number of applicants

  • 10. Funding goal

Product details

  • 1. Product necessity status

    • Needed product
    • Elective product
  • 2. Are there similar products in the market? If so, why is this one better?

  • 3. Is it a logical evolution of a trending idea?

  • 4. Growth rate

  • 5. Customer acquisition cost

  • 6. Revenue

  • 7. NPS score

  • 8. Net churn

  • 9. Activation rate

  • 10. Customer lifetime value

  • 11. Customer retention

  • 12. Viral coefficient

  • 13. Market info

  • 14. Market size

  • 15. Market share

  • 16. Additional information

Business plan

  • 1. Checklist - business plan

    • Executive Summary
    • Market Analysis
    • Company Description
    • Organization and Management
    • Marketing and Sales Strategies
    • Service and/or Product Line
    • Funding Requirements
    • Financials
  • 2. Attachment - business plan

  • 3. Company mission, vision, and values

  • 4. Attachment: company mission, vision, and values

  • 5. SWOT analysis

  • 6. Attachment: SWOT analysis

Employees

  • 1. Founding team evaluation

  • 2. Enthusiasm

  • 3. Trustworthiness

  • 4. Expertise

  • 5. Leadership

  • 6. Capability to learn from mistakes

  • 7. Employees' basic info

  • 8. Number of employees

  • 9. Average employee salary

  • 10. Relationship with founders

  • 11. Potential risks

  • 12. Identify future risks by looking for potential conflicts in the team

  • 13. Notes

Financial feasibility

  • 1. Current debt

  • 2. Cash flow

  • 3. Income statements

  • 4. Fixed costs/overhead

  • 5. Overhead details

  • 6. Variable costs

  • 7. Variable cost details

Competitive analysis

  • 1. Who are the competitors and what is their reputation?

  • 2. Competition level

    • Very high
    • High
    • Medium
    • Low
    • Very low
  • 3. SWOT analysis

    • Strengths
    • Weaknesses
    • Opportunities
    • Threats

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