Venture capital negotiation

Template

Pipefy’s Venture Capital Negotiation Template is designed for companies searching for venture capital deals that want to manage their investment from the evaluation to the exit plan.

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Template structure

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  • 1. Prospect company

  • 2. Industry

  • 3. Investment type

    • Seed
    • Startup
    • Expansion

Due diligence evaluation

  • 1. Preliminary evaluation of the venture

  • 2. Detailed evaluation

    • Quality of entrepreneur
    • Business plan
    • Long-term vision
    • Urge to grow
    • Managerial skills
    • Commercial orientation
  • 3. Comments on the detailed evaluation

  • 4. Risk analysis

    • Product risk
    • Market risk
    • Technological risk
    • Entrepreneurial risk
  • 5. Comments on the risk analysis

  • 6. After the analysis, the investment risk level can be considered:

    • Conservative
    • Moderately conservative
    • Moderately agressive
    • Agressive
    • Very agressive
  • 7. Expected return on investment

Deal structuring

  • 1. Amount to be invested

  • 2. Form of investment

    • Debt
    • Equity
    • Preferred stock
  • 3. Investor rights

  • 4. Documents and warranties to be analyzed

    • No conflicting agreements
    • Litigation
    • Stockholder agreements
    • Prior legal matters
    • Company representations and warranties

Post-investment activity

  • 1. Assistances

    • Recruiting key executives
    • Strategic planning
    • Locating expansion financing
    • Orchestrating merger, acquisition, or public offering

Exit plan

  • 1. What will the exit plan be?

    • IPO
    • Aquisition
    • Purchase of the venture capitalist's shares by the promoter
    • Purchase of the venture capitalist's shares by an outsider
  • 2. Exit plan detailing

  • 3. Due date

Done

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