|INVESTMENT READINESS WORKSHOPS|
|PRESENTATIONS TO INVESTORS|
|INVESTOR FEEDBACK & DUE DILIGENCE|
|GROWTH PLAN UPDATING|
|BOARD STRUCTURE & RECRUITMENT|
|LONG TERM GROWTH SUPPORT|
The flow chart on the left shows the stages we undertake in identifying suitable investee companies from initial diagnostic meetings through to investment and on to long term growth support.
The first step is a diagnostic meeting with an experienced partner to begin to understand your proposed business model, your team dynamic, your technology and your market opportunity. There is a structured approach with feedback.
This is a half day workshop for a group of companies to introduce the growth spiral approach and help identify growth hurdles. This approach aims to introduce tools to avoid such common traps as "quick fix", "jumping to conclusions", "analysis paralysis" and "unrealistic planning".
investment readiness workshop is tailored to a specific group of companies who have been through the diagnostic meeting stage – covering, for example, HR/Recruitment, marketing/sales, capital instruments and/or technology/patenting. HR/recruitment includes individual psychometric evaluation of each key team member and team decision dynamics as well as providing tools to assist companies' recruitment processes. Individual sessions inform the content of group sessions with 5-10 companies under a confidentiality umbrella.
A growth plan is developed based on the company business plan to highlight the hurdles to growth and the risks of key features in the plan.
having worked with a group of companies through the diagnostic and workshop stages, we select companies who we feel are ready to present to a selected investor group and assist the investor presentation and feedback process.
We will develop a due diligence pack based on interactions with management in the workshops to facilitate the investment transaction process. Investors may also do their own due diligence but the aim is to co-ordinate and facilitate this process.
Where there is sufficient investor interest, further work is undertaken to update the growth plan and bring together due diligence information providing verification and getting documentation ready for an investment transaction.
A significant investment transaction is a capital event in the life of a company - usually taking 6-12 months when new investors are brought in. The relationship between an early stage technology company and its investors is critical to growth success and it is important to get this right. In most cases this relationship will need to endure for 10 years or more.
A significant investment transaction with an early stage technology company may be followed by changes to Board composition and/or structure. This may require recruitment of board members, an independent chair and in some cases new management team members. It is important to have a supportive structure that brings access to an appropriate circle of skills and experience. It may be useful to consider a "plug-in" supervisory board structure to act as an interface between a management board and financial investors defusing adversarial issues that may arise.
Our philosophy is to provide long term growth support to a focussed group of companies