| Venture
Workshop
|
Topic |
Activity |
Coach |
Time |
Introduction |
|
Session
Leader |
8:30-9:00
|
| • |
Introduction
and Goals |
| |
• |
Participants |
| |
• |
Venture
Playbook Deliverables |
Proposing
a Venture
|
|
Group |
9:00-10:00 |
| • |
Exercise
# 1: Proposing a Venture Opportunity (Investment Valuation Workbook) |
| |
• |
Deal
Sponsor |
| |
• |
Strategic
Rationale |
| |
• |
Key
Issues & Timeframe |
| |
• |
Investment
Review Team |
Assessing
Venture Opportunities
|
|
Group |
10:00-12:00
|
| • |
Exercise
# 2: Assessing the Venture Opportunity(Venture Assessment Guide) |
| |
• |
Information
Risk |
| |
• |
Value
Assessment |
| |
• |
Best
Competitor Analysis |
| |
• |
Ideal
Investment Analysis |
| |
• |
Best
Actions for Value |
| |
• |
“Benchmark”
Comparisons |
The
Venture Playbook
|
|
Group |
1:00-2:00 |
| • |
Exercise
# 3: Venture Validation Analysis |
| |
• |
Business
Summary |
| |
• |
Major
Strengths & Weaknesses |
| |
• |
Major
Risks vs Upside Value Potential |
| |
• |
Mentor
Support (Intensive vs limited) |
| • |
Investment
Management Scorecard |
| |
• |
Market
Assessment |
| |
• |
Business
Model |
| |
• |
Venture
Viability |
| |
• |
Management
Team |
| |
• |
Financial Plans |
| Management
Team Discussions |
|
Group
|
2:00-4:00
|
| • |
Exercise
# 4: Venture Assessment Discussion(Venture Assessment Guide) |
| • |
Best
Action for Value |
| |
• |
Asset
Leverage |
| |
• |
Market
Value |
| |
• |
Investment
Strategy |
| |
• |
Business
Viability |
| • |
Management
Team Response |
Doing
the Deal |
|
Group |
4:00-5:00 |
| • |
Exercise
# 5: Deal Recommendation |
| |
• |
Equity
vs Investment Mix |
| |
• |
Deal
Makers & Breakers |
| |
• |
Go/NO
Go Decision |
| |
• |
Due
Diligence |
The
Venture Playbook! |