|
Investment
Review Chart
Phase I
| Investor
Phase I Investment Review
|
| Company
Name: |
NewCo |
|
|
| Investor Classification: |
|
Web Site URL: |
if available |
| City / State: |
Fairfax VA, Hoboken
NJ,
NY NY, etc. |
Industry: |
i.e. internet software or
B2B e-commerce, etc. |
| Product / Service
Description (problem
solved) |
| Describe the product the
company intends to deliver and
"what problem it solves".
|
| Technology
Differentiation Factor (secret sauce) |
| Describe those product or
technology or "secret sauce"
aspects that truly differentiate this
company's product from competitors,
include patent protections and barriers
to entry.
|
| Target Market (preliminary
TAM) |
| Describe the scope and size
of target market the company is
intending to initially enter and capture
- preliminary TAM.
|
| Competition |
| List key competitors and
describe their market share and
potential impact onto company's
prospects.
|
| Management Team |
| List senior management and
their prior
affiliations/qualifications/titles/experience
(CEO, COO, CFO, CTO, VP Sales, etc).
|
| Customer Example and / or
Notable |
Partners |
| Describe a specific example
of a product implementation at an
existing customer site, or if
unavailable, describe a potential case.
|
| Potential Investment
Rationale |
| Describe the return and risk
parameters defining the company’s
prospects.
|
| Revenue Info |
-1Y |
0Y |
+1Y |
| Trail. and/or Plan. Revenue: |
if available |
|
|
| Capital Requirements /
History |
| Funding Sought: |
$8M |
Funding to Date: |
$3M |
| Proposed PreMoney Valuation: |
$25M |
Noteworthy |
FBR, Allied, Chase |
| |
|
Investors: |
|
|
Source:
Lighthouse Consulting
|
