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SAMPLE - Two Pager for syndicating deals
Purpose: The following
template is intended for use by all angel groups in
ACA NE so as to facilitate deal syndication.
Disclaimer: Reference is
made to the Agreement of Cooperation (the “Treaty”)
entered into between various angel groups in ACA NE.
This Two Pager is provided conditional on and
subject to the provisions of the Treaty. By their
acceptance hereof, the persons receiving this Two
Pager hereby signify their accession to the
provisions of the Treaty. To view the Treaty, please
go to www. ________ com/DD Treaty.
Name of Company:
______________________________________________________
Lead Angel Group:
______________________________________________________
Name of Lead Investor:
___________________________________________________
Email address of Lead
Investor:
____________________________________________
Phone number Lead Investor:
_____________________________________________
- Overview
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Provide
company’s date of formation, location, why
formed, key milestones in its history.
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Deal
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Describe the
structure (including closing date) of the
current deal and whether prior investors are
participating. List names and amounts of
significant investors in the current round.
Detail any investors who will be providing
specific active involvement in the company.
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Investment Thesis
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Provide a
summary of why this is an attractive
investment.
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Investment
Considerations
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List (a)
positives and (b) negatives to this deal.
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People
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Describe and
provide assessment of the management team,
Board, Advisory Board, and employees.
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Product
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Describe the
product, current customers and pipeline,
sales cycle. Include your assessment of the
product.
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Market
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Estimate
market size and your assessment of it.
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Competition
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List actual
and potential competitors and provide your
evaluation of where they stand relative to
the company. Include barriers to entry.
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Financials
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Provide your
assessment of the company’s financial
presented in due diligence, including cash
flow and when next financing is likely to be
required.
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Milestones to exit
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List the
company’s next several milestones and
including the key ones that will get it to
Exit.
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Exit
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Describe the
company’s exit strategy as well as your
assessment of it.
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Due Diligence List
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Provide full
list of Due Diligence completed and advise
of availability for viewing by other groups.
Refer to Minimum Standards of Due Diligence
memorandum prepared for ACA NE groups. |
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