• Embed Doc
  • Copy Link
  • Readcast
  • Collections
  • CommentGo Back
Download
 
1. Investment Feasibility Assessment
Outcome
Identify strengths and weaknesses in your business as compared to a model investment opportunity.
OverviewInstructions
Step 1: Review the Investment Feasibility Assessment – Criteria Descriptions.Step 2: Total Score.Step 3: Evaluate your business.Step 4: Work with your coach to address challenging areas.
www.atdc.org
This assessment identifies the major (not all) criteria that an investor will use to evaluate an investment opportunity in your business. By evaluating your businessagainst these criteria, you can determine your readiness to pursue outside investment. The criteria can also be used to develop benchmarks for improvement in variousaspects of your business.Review the criteria and descriptions on
Sheet 2
of this worksheet. For each criterion, choose the description that most closely matches your situation. Mark thatdescription’s number (1 through 5) on the Scoring Page (
Sheet 3
and
Sheet 4
of this worksheet). The company and their coach have separate scoring pages.On the Scoring Pages, the points will be automatically totalled for your investment opportunity on the 20 criteria. NOTE: The model, or perfect, investment opportunitywould score a “5” on every criterion, for a total of 100 points.In a comparison of an investment in your business against the model investment opportunity, no score guarantees an investment. A score of less than 4 for anyindividual criterion indicates a weakness in the investment opportunity, which requires further consideration. Also, pay attention to any area (management, market,technology, traction, business model) where your score was less than one-half of the possible points overall. The Analyses on
Sheets 3a & 4a
provide some additionalinformation based on the scores that the company received for each criterion.Your coach will independently complete this assessment based upon his/her perspective on your business.
Sheet 5 
of this worksheet combines the results of thecompany and coach score sheets and compares how each criertia was evaluated. Areas of agreement and divergence are highlighted, and the company should discusssstrategies to address any weak areas and identify why there is this difference in scoring.
 
 
MANAGEMENT
Transferable record of successAppropriate functional and industry experienceWorked together previouslyTeam is completeAbility and experience to leverage scarceresources
 
MARKET
Available market well defined and largeMarket is growingCompetition has identifiable weaknessesCustomers receptive to early stage companiesMarket entry by new competitors is difficult
of 00

Leave a Comment

You must be to leave a comment.
Submit
Characters: ...
You must be to leave a comment.
Submit
Characters: ...