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

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

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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

Legal

  1. Patents
  2. Attachment: patents
  3. Trademarks
  4. Attachment: trademarks
  5. Insurance
  6. Attachment: insurance
  7. Past lawsuits
  8. Attachment: past lawsuits

Done

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