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 |