Investment Committee
Even after you've pored over every detail of a business, there are sometimes unexpected issues that arise.
Our Investment Committee is here to help you plan for any eventuality by going over your deals to poke holes in them.
The process is similar to Shark Tank, where Acquisition Entrepreneurs present a potential business and all of the research they’ve compiled on the company.
The Committee usually contains at least one financing expert and one operations expert, and is often attended by our marketing and sales experts as well. The Committee then spends time going over the details of the deal, looking for potential issues, before giving feedback.
At the end of the call the AE will discuss the Committee’s findings with their success coach, whether they want to make any adjustments to their Investment Thesis, including increasing the geographical scope of your search, additional industries you might want to look, and why.
Our select panel of experts will discuss with you:
- What we like / dislike about the business
- Whether we’d be interested in co-investing and if so, what the offer would need to look like
- How we'd structure the offer around the risks, give an idea around the max price we’d offer and how we’d suggest you open the offer.
- Compare it to similar deals we have looked at over the years that passed and did not pass our committee sessions
- Any additional information / questions that you should dig deeper before or after LOI and during site visit (if you haven’t done so)
1. INTRODUCTION
What to expect from the Investment Committee
2. PRESENTATION DECK
Getting started with your presentation deck
3. UNDERSTANDING THE PRESENTATION DECK
A breakdown of what to add to your presentation
4. SCHEDULE THE INVESTMENT COMMITTEE CALL
Getting ready for your presentation
5. RUN THE INVESTMENT COMMITTEE PRESENTATION
How to run the IC call
6. WHAT TO EXPECT POST-PRESENTATION
You will receive feedback on the deal and guidance on what to talk to the seller about, as well as suggested next steps
7. FRIENDLY FACES
Who you can expect to see on your IC call
