Our service menu, phase by phase

 
After an initial evaluation phase and a possible GO decision, we provide a menu of services over the life cycle of our joint engagement. We typically assist entrepreneurs and companies with tasks listed in the Road Map below. The amount of our input varies over time, but it is particularly valuable in the start-up phase to get the business up and running.
 

Phase

Actions to be taken include

Documents to be produced include

Financing

Start-up

Years 1-2

Company registration and initial governance

Choice of commercial application focus

Designing a credible proof of concept

Designing an IPR strategy

Ownership structure and shareholder agreements

Business plan with objectives and action plans

An exciting story line to present to the stakeholders

Seed money financing

Acceleration

Years 2-4

Identify professional board members

Work with major customers to win deals

Intensive business networking

A general company strategy

A HRD plan and an organization chart

Marketing and sales plan

Sales presentation

Additional financing from owners / national funds

Take off

Years 3-6

Get international professionals on the board

Consider alternatives: spin-off, refocus, alliances

Manage the first professional financing round

A revisited management and governance model

A reviewed and updated strategy

A company presentation

Company valuation

International Private Equity financing round

Cruising & exit preparations

Years 4-7

Ensure enterprise value growth

Strive for stability and predictability of the business outlook

Consensus on the exit strategy

Strategy update

Financial projections

Additional windows of opportunity

Seldom needed

Exit

Years -7

Exit option evaluations

Formulation of exit objectives

Planning the exit process

Contacts and negotiations

Owner strategy

Investment memorandum

Letter of intent

Seldom needed