Due Diligence Investment Package.  Altru Investment Network. 

Full Due Diligence Documentation. Complete information of all the topics listed below is available as well as a password protected “deal room” with all the documentation needed to complete an investment transaction.

Executive Summary is anchored by a 10 page profile and CEO interview.

 

• • OVERVIEW
  • TECHNOLOGY
  • SIGNIFICANCE
  • CLINICAL NEED
  • DATA/EVIDENCE
  • MARKETPLACE/COMPETITION
  • BUSINESS MODEL.
  • MILESTONES
  • FINANCE/FUNDING
  •  OWNERSHIP
  • INTELLECTUAL PROPERTY
  • HISTORY/ORIGINS
  • STATUS

Travera Investment Summary Altru

 

 

Explainer Documentary Sample. For most firms we provide a multi media assets about the firm.  See sample below.

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For each of the ten sections below we provide through information. We conduct audits to verify the statements made by management.

THE IDEA

• The concept, technology, service
• Value created
• Intellectual property discussion
• Origins and history

SIGNFICANCE/IMPACT

• Who impacted
• Why important

DATA/EVIDENCE

• Proof of efficacy

MARKETPLACE

• Market analysis
• Competitive landscape
• Addressable market
• Customer profile

THE BUSINESS MODEL

• How the projects sustains itself

MILESTONES AND METRICS

• Timeline
• Measuring success

FINANCING

• Past financings and valuations
• Future financings and timing
• Exit opportunities. Liquidity

OWNERSHIP

• Capitalization chart
• Governance
• Shareholder agreement

INVESTORS

• Lead investors

GROWTH STRATEGY

• Markets and approach
• Projections

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The following documents are available in a password protected “deal room”

FINANCIALS

• Budgets
• Income Statements
• Cash flows

SUMMARY DUE DILIGENCE

• Field Reports
• Interviews and transcripts
• Risk factors
• Intellectual Property analysis
• Risk Reward Analysis
• Global Scalability

DOCUMENTS

• Investment Deck
• Business Plan
• Offering Summary. Term sheet
• Private Placement Memorandum
• Subscription Agreements
• Customer Agreements
• Lease obligations. Long term
• Management contracts agreements
• Audited or Reviewed Financials

 Contact us for more information at  info@altruinstitute.com