Venture and Organization

Venture Analysis

• Setting up a Venture
• Funding Sources/Funding Strategy
• Business Case, Cost Benefit Analysis
• Capabilities Assessment
• Traction/Metrics
• Create a Pitch, Pitch Practice
• Define Terminology

Angel/VC Presentations

• Referrals/Double Opt-In Intros
• Two Versions (for email and for in person)
• Narrative
• Pitch

Business Plan

Business Plan Example

• Executive Summary
• Business Overview
• Sales and Marketing
• Finances, Planning
• Staff and Management Team
• Operations and Resources

Organization Design

• Organization Structure (Founders, Investors, Board)
• Organization Chart
• Company 3-5 Core Values

Board

• Initial List of Advisory Board Prospects
• Advisory Board Roadmap
• Formal Advisory Board List

Human Resources

• Staff

Company and Product Message/Positioning

Company Statement

• Company description
• Business overview
• Vision/Mission statement

Product Statement

• Product Positioning Brief
• Condenses Value Proposition into single phrase or sentence
• Match product positioning with market type
• Validate positioning with customers, analyst/influencers