The Casabona Ventures team approaches our clients using a 3-phase plan designed to help the entrepreneur navigate a course of company growth no matter their stage of development. The 3 modes are: Benchmark; Raising Capital; and Execution. We believe all 3 phases are applicable whether the entrepreneur is bootstrapping or fundraising. From our team’s perspective, our role is to mainly review and critique, while from the entrepreneur’s perspective, it’s all about modifying and acting upon the specific tasks. Ultimately, the Company’s management team is accountable for the success or failure of their business.
Phase 1 – Benchmark
- Benchmark Founder’s entrepreneurial aptitude
- Review overall legal docs and accounting needs
- Review product development and roll-out road map
- Review and critique existing pitch deck
- Facilitate and assist developing a SWAT analysis
- Benchmark Technology Readiness Level (TRL)
- Benchmark current performance of business using specific metrics
Phase 2 – Raising Capital & Preparation
- Review milestone/program plan
- Review and critique existing sales and marketing strategy
- Review and critique intellectual property strategy
- Review human capital needs
- Review and critique financial projections
- Identify funding needs tied to product development and manufacturing strategy
- Develop a financing strategy
Phase 3 – Plan Execution & Fundraising
- Review updated pitch deck for Investors
- Preparation and documentation for Investor due diligence process
- Dry run with Entrepreneurs
- Initiate dialogue, introductions and pitch to Investors
- Continuously review and critique performance against milestones/program plan
- Continuously review and update Investor pitch deck
- Mentoring and coaching on an on-going basis
Please contact info@casabonaventures.com for additional information