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Investment Review Chart 
Phase II

Investor Phase II Investment Review

Company Name:

 

Investor Classification:

 

 

 

Contact Info

 

Street Address:

 

City / State / Zip:

 

Phone #:

 

E-mail:

 

Fax:

 

 

 

Business Overview

 

Source of Deal:

 

Description:

 

Business Model:

 

# 0f Employees:

 

Date Founded:

 

Current Stage:

 

Competitive Advantages:

 

 

 

Product / Service Description

 

Product / Service:

 

Technology Base:

 

Proprietary Technology:

 

3P Technology:

 

% Product Completion:

 

 

 

Revenue Info

 

Trailing Revenue (Last YR):

 

Plan. Revenue (Next YR):

 

Gross Margin:

 

Revenue Model:

 

Main Source of Revenue:

 

2nd Source of Revenue:

 

 

 

Capital Requirements / History

 

Current Capital Required:

 

Mgmt Value - PreMoney:

 

Last Round Capital:

 

Last Round PreMoney Val:

 

Noteworthy Investors:

 

Management - % Owned:

 

 

 

Target Market

 

Market Description:

 

Size in $:

 

Size # of Buyers:

 

Market Growth Rate:

 

Demand Drivers:

 

Key Trends:

 

Competitors:

 

Comparables:

 

 

 

Sales Approach

 

Marketing / Promotions:

 

Preferred Target Prospect:

 

Buying Centers:

 

Geo Coverage:

 

Direct / Indirect:

 

Avg. Size of Initial Trans:

 

Avg. Size of Upsell Trans:

 

Max Potential $ per Cust:

 

Sales Cycle:

 

 

 

Customer Status

 

Total # of Customers:

 

Noteworthy Customers:

 

Strategic Partners:

 

 

 

Service Providers

 

Legal Counsel:

 

Auditors:

 

Banking:

 

 

 

Mgmt Team

 

CEO:

 

COO:

 

CFO:

 

VP Sales:

 

CTO:

 

 

 

Differing Customer Implementations: (if applicable)

1)

 

 

 

2)

 

 

 

3)

 

 

 

Notes and/or Problem Solved:  

 

 

  Source: Lighthouse Consulting

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