Guide to Ongoing Planning, Management and Fund-raising
Blue Rock Capital. Used by permission.
Source Phone Number
Please score the venture (3)
according to these eight initial criteria:
Probably NO but a plan
exists to address the issue
Is there a written and fully current business plan?
Are there current financial statements and
prepared or reviewed by an outside accountant?
Does the business concept appear to be based on sound technical and
business principles (i.e., does it make sense?)?
Is the time needed to reach positive cash-flow appropriate?
Based on the company’s achieving the financing it now seeks, will
adequate financial resources be available?
If the business opportunity is based on proprietary technology, is the
proprietary position adequately protected?
Is there good personal chemistry among the principals?
Do the personal financial needs of the principals match the capacity
of the business?
Using the check-off scale
(3), please give this venture a rough ranking for each of the listed
Probably equal to the
Probably better than most
I cannot tell
Evaluate the company’s belief that is has a significant and credible
market opportunity (i.e., is the product or service or business system
distinctive or an order of magnitude better in performance?).
Assess the company’s market approach including strategies for dealing
effectively with customer indifference (or lack of knowledge), competitive
offerings, and other economic forces.
Evaluate the company’s ability, as a new entrant in this market niche, to
survive long enough to succeed.
Please score the venture (3)
according to these five major criteria:
Is there at least one member of the management team qualified to
undertake the work?
Is the management team complete and appropriate for the work
that is to be done?
Is there a willingness to bring in additional management and outside
Is there an appropriate group of outside professional advisors?
Does management have the ability and experience to leverage scarce
Assess the feasibility of the stated technology development goals and
technology application objectives.
Compare the proposed development program with existing technologies
(or with possible competing and future technologies).
Assess the company’s technical achievements to date.
Assess the company’s plan for obtaining any necessary regulatory or trade
Evaluate the adequacy of the company’s budget in comparison to the
work that is outlined.
Evaluate the possibility of raising additional funds to carry out the
Evaluate the adequacy of the facility against the needs of the tenant
Assess the proposed commercialization timetable, in terms
protecting proprietary rights
possible regulatory factors
Comment on the company’s sales function and its ability to compete
in the marketplace.
Evaluate the company’s methods of distribution.
Evaluate the company’s approach to customer support.
Evaluate the company’s financial control, management, and
strategic planning capabilities.
Evaluate the feasibility of the company’s commercialization milestones.
(3) the issues that the company itself needs to consider in more detail.
Circle the issues that should be resolved prior to any formal
commitment to this company.
A2 A3 A4 A5 A6
C2 C3 C4 C5
D2 D3 D4
How to make your project attractive to investors
Understanding the Venture Financing Chain
Understanding Venture Capital
Step-by-step Guide to Raising
Funds for Your Venture
40 Slides ►
F1.1 F1.2 F1.3 F1.4 F1.5
on the boxes you checked (and on any additional information or impressions you
may have), use this space for any additional remarks or notes you feel would
help the company focus on issues that could be important:
Ваш обозреватель не поддерживает встроенные рамки или он не настроен на их отображение.
Virginia G. Bonker
230 Lackawanna Dr.
Andover, N J 07821-4113
Tel 973 426-1767 Fax 973 426-0224
5700 Kennett Pike
Wilmington, DE 19807-1312
Tel 302 426-0981 Fax 302 426-0982
Today, we have
Ten3 Business e-Coach
Inventor, Author &