Venture capital negotiation


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


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