8

Investment opportunity review

A. Context
B. Table of content
C. Summary card
Company brief
Startup HQ
Problem\ Challenge
Key opportunities
Key strengths
Key challenges
Key financials
Strategy fit
Ask Priced vs Convertible
Total round amount
Minimum ticket size
Valuation vs (Cap, discount)
Share class type

D. Legal & company registration overview

E. Requirements checklist
Requirement Provided Notes
(FP, PP, NP, NA)*
1.
2.
3.
4.
*FF: Fully Provided, PP: Partially Provided, NP: Not Provided, NA: Not Applicable

Registered company name

CR number
Address

Registration date

Registration expiry date

Legal structure

Share capital
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Industry

Principal activities

Contact details

Website

Phone

Email

F. Information sources
Financial statements
Name of auditor
Financial projections
Financial model
Data room

G. Due diligence
Cut-off date

Entity Reference
Commercial due diligence
prepared by
Technical due diligence prepared
by
Legal Due diligence prepared by
Financial Due diligence prepared
by

H. Product Overview
A. Requirements checklist
Requirements Provided Notes
(FP, PP, NP, NA)*
1. Live Demo
2. Documentation
3. Product road map
4. Certification, security protocols, etc.
*FF: Fully Provided, PP: Partially Provided, NP: Not Provided, NA: Not Applicable
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B. Product & service

C. Features
D. Key users Journeys
E. Product roadmap
F. Business Model
Product Name Product A Product B
Product description
Main offering
Delivery model
Customer segments
Customer acquisition channels
Current customers breakdown
Revenue type
Price
Unit
Frequency
Payment method
Direct costs (description)
Direct costs (amount)
Gross profit

G. Technology
1. Technology development methodology and management approach

B. Market Overview
A. TAM, SAM, SOM (with citation)
B. Competitive landscape
C. Startup stance compared to competitors with respect to
1. Features
2. Customer segments
C. Pricing
D. Market share
E. Growth & performance
F. SWOT
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G. Unique selling point (USP)

H. Porter’s 5 forces
1. Bargaining power of buyers
B. Bargaining power of suppliers
C. Threat of substitutes
D. Threat of new entrants (barriers to entry)
E. Rivalry amongst existing competitors

F. Traction
1. Historical trends
B. How Historical traction was achieved
C. Desired traction
D. How desired traction is to be achieved

E. Operations
A. OS (Pre and post money)
B. Startup road map
C. Operations in KSA
D. Risks

E. Marketing, advertising & customer acquisition

1. Landing page
B. In-house, outsourced or co-sourced
C. PR, blogs & vlogs
Topics Frequency Platforms Language

D. Social media
Channels # of followers # of posts Language Content types Performance
and
addressable
audience
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E. SEO
F. Ad spending
G. Direct sales
H. Partnerships
I. Customer acquisition
Customer acquisition lifecycle
Metrics
Customer support

J. Team & KYC checks

A. Requirements checklist
Requirements Provided Notes
(FP, PP, NP, NA)*
1. Founders CV’s
2. Key team members CV’s
3. Founders passports and ID’s
4. Staffing plan
5. Employment contracts
6. ESOP contracts
*FF: Fully Provided, PP: Partially Provided, NP: Not Provided, NA: Not Applicable

B. Founders bio’s, engagement and roles

C. Founders Competencies checklist
1. Subject matter expertise
B. Management background
C. Entrepreneurial background
D. KYC
E. Board of directors, Advisory board, Shadow board
# Name Board Role Profile

F. Staffing
1. Short term requirements (Post investment)
B. ESOP
C. Staff budgeting
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D. Financials
A. Overview
B. Trend analysis
C. Financial projections
D. Exit opportunity
1. Potential exit type (IPO vs M&A)
B. Potential acquirers
C. Expected timeline
D. Potential X
E. Fund raising
1. Fund raising details
Total previous funds raised
Total number of funding rounds (Prior to current
round)
Notable previous investors
Use of previous fund (Breakdown)
Previous investors joining in current round
Funding round stage
Funding round structure (Priced vs Notes)
Current total ask
Minimum ticket size
Commitments so far
Anchor investor

B. Deal structure
Proposed round closing date:
Priced round
Pre-money valuation
Post money valuation
Valuation method
Convertibles
Notes type
Cap
Discount
Maturity date

C. Offered share class type

Type
Proposed offerings
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D. Cap table
Share holders Pre-money Post money scenario 1
# of shares % # of shares %
Founder X
ESOP
Investors
WMVC
Total

E. Investors with convertibles

# Investor Entry stage Terms Amount Effective date %

F. Use of funds
Runway (in months)
Break down
Category Period 1
Amount % Amount % Amount % Amount % Amount %

Total
OKR’s
Targets
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G. Closing remarks
A. Opportunities
B. Threats
C. WMVC team’s opinion

D. Appendices
 C.R
 Article of association
 Trademark registrations
 Investor agreements
 Previous & current Term Sheets, SHA’s
 Dealership registration
 Financial statements, models
 All material contracts including vendor agreement, key client agreements
 Any IP registration documents or undergoing registration
 Website\app\solution traffic and performance reports (Traffic, Lead conversion,
revenues, etc.)