The Lifecycle of an OurCrowd Investment: Following a Company's Progress from Due Diligence to Investment (and Beyond)
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This presentation came from a webinar we conducted February 4, 2014, entitled The Lifecycle of an OurCrowd Investment: Following a Company's Progress from Due Diligence to Investment (and Beyond). How OurCrowd chooses which early stage companies to invest in The tools we create for investors to do their own research What successful investors can do to maximize value AFTER an investment is made How our portfolio companies receive support from us in future investment rounds
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The Lifecycle of an OurCrowd Investment: Following a Company's Progress from Due Diligence to Investment (and Beyond)
- 1. Lifecycle of an OurCrowd Investment Following a company’s progress from due diligence to investment (and beyond)
- 2. Your hosts Zack Miller, Investor Community David Stark, Investment Associate
- 3. Dealflow Creating a quality network to get access to the highest quality deals
- 4. Dealflow How opportunities get to OurCrowd Diligence • Term Sheet Deal Launch Monitoring Portfolio Support • Submitted Deals vs. Surgical Targeting Great source of referrals • OC portfolio company CEOs • OC investors • Other members of the investment community
- 5. Dealflow Diligence OC’s 6 Investment Criteria 1. Great Team 2. Large market Term Sheet Deal Launch 3. Easy to understand 4. Traction 5. Sponsorship Monitoring Portfolio Support 6. A good deal
- 7. Dealflow Doing deeper diligence • customer calls • financial review • 3rd party expert opinion (OC mentors) • Human resource check • Competitive analysis • Market sizing • More… Diligence Term Sheet Deal Launch Monitoring Portfolio Support
- 8. Term sheets Protections and rights for investors
- 9. Dealflow Getting to terms with the term sheet Diligence • While some things are subject to negotiation, there are certain rights and protections we try to make part of every deal: Term Sheet • • Monitoring Portfolio Support • preemptive rights • Deal Launch preferred shares anti-dilution rights process depends on whether we lead a deal or join a deal
- 10. Deal launch
- 11. Dealflow Launching a deal for investors • Webinars • OurTake • Presentation • Video • Overview • Team • Road shows Diligence Term Sheet Deal Launch Monitoring Portfolio Support
- 12. You’ve clicked ‘I’m Interested’ — what next? Dealflow Diligence Deal Launch Monitoring Portfolio Support Documentation • Wiring instructions • Term Sheet • Closing paperwork • Wire company money * process obviously different if you’ve invested via our Portfolio RESERVE
- 14. Monitoring and Support Dealflow • My Investments section of website • Quarterly reporting • Ongoing newsflow • Events/Roadshows • Crowdbuilding: Intros, Biz Dev, Hiring • Diligence Educational events Term Sheet Deal Launch Monitoring Portfolio Support
- 15. Dealflow How OC works to maximize the value of an investment • Mentorship/Board Activity • CEO Meetups/Education - help them to help themselves • Media introduction and supportive guidance • Strategic partnering • Diligence Advice Term Sheet Deal Launch Monitoring Portfolio Support
- 16. Subsequent rounds of investments Dealflow Diligence • Expectation that there may be follow-on investments • • Term Sheet • Introduction to institutional investors that will help sustain company going forward • Importance of participating: preventing dilution on the investments that matter Deal Launch Monitoring Portfolio Support • Signals! Valuation step-up New money Institutional investors
- 17. 3 ways for investors to make money Dividends M&A/IPO Liquidation
- 18. OurCrowd a better way to invest in Israeli startups
- 19. Funding the next generation of successful startups Since February 2013, invested in over 30 startups ! OurCrowd and our community of investors have invested over $30 million in these firms
- 20. Case study #1: Sight Diagnostics Sight Diagnostics: a computer vision platform to test blood faster, cheaper, and more accurately
- 21. Case study #2: Bizzabo Software that makes event organizers more money by increasing engagement of attendees
- 22. Any questions? For feedback or more information: ! zack@ourcrowd.com http://www.ourcrowd.com
- 23. Sign up for our full dealflow at OurCrowd.com