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Vision, Strategy and M&A skills are for every stage of business including Startups 

Are you a Startup?  Understanding how your startup can successfully compete in the marketplace is a critical first step. Some of the components we can assist with include: Vision and strategy development, evaluation of your competitive position, and understanding if your competitive advantages are sustainable. Additionally, we help startups develop sophisticated transaction negotiation skills.

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Are you an investor?:  Our company offers venture capital, private equity and private individuals screening assistance for potential projects. 

Start-Up Service Focus Areas include:

Understanding how to prepare a compelling Confidential Information Memorandum and Teaser is critical to maximizing your value.

 

The CIM should address the criteria of most interest to investors, as well as lay out your expectations for company structure and governance that are in your best interest

CONFIDENTIAL

INFORMATION

MEMORANDUM

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VC SCREENING CRITERIA

These are some of the most important components of the company structure and will be highly negotiated.  You should understand the different mechanisms, which are in your best interest and which may not be compatible with your goals.  This information should be included in the Term Sheet.

VENTURE TERM AND EXIT PROVISIONS

TERM SHEET

The structure of the transaction and governance rights should be thought out in advance and included at a high level in a Term Sheet.  This is the best way to ensure you end up with deal terms that generate maximum value for your contributions and the rights you need to protect your interests.  The Term Sheet should be included in the CIM.

You need much more that a strong technical story to attract a significant amount of capital.  Understanding the screening criteria used by Venture Capital firms is necessary to position your offering to generate the greatest interest.

We deliver Start-Up services by:

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  • Mentoring, coaching and training

  • Preparing white papers and discussion materials

  • Reviewing and offering feedback on your work as it is prepared

  • Participating as a member of your deal team in presentations with investors

  • Participating as a member of your deal team in negotiations with counterparties

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