Investment Thesis and Value Drivers
Save time in fundraising and find better-fit investors by 1) being straight with investors about what you have accomplished, and what you will accomplish, 2) articulating your raise as a way to add specific value to your company, 3) understanding and articulating how an investor will make his or her money back from investing in you
DEFINITION OF SUCCESS
We help you design what successful growth looks like for you, and define what outcomes you want to cause. This is critical to ensure that you're leveraging capital the right way, and avoiding relationships and deal structures that go against your ideal future.
DEFINE VALUE DRIVERS
Define the characteristics of your company that drive enterprise value from investors' perspectives. We help you translate your value drivers into investor language and ensure that they show up in every aspect of your due diligence package (data room).
BUILD INVESTMENT THESIS
This is the hard work your investors will have to do to make their investment decision, so we do it for them - let's make their experience clean and easy. In simple terms, think of your Investment Thesis as a formula where X capital applied to Y activity/milestones creates Z value (dollars must directly relate to enterprise value creation).
FINALIZE INVESTMENT THESIS
X capital applied to Y activity/milestones unlocks Z value (dollars must directly relate to enterprise value creation); Updated based on your risks and how resources/capital needs to be allocated; as we identify risks, we'll integrate them into the investment thesis