透视VC公司－－最佳实践－－－麦肯锡.pptVIP

Inside the VC – Best Practice Processes Josef Leiter – GE/MU Johannes Pruchnow – GE/MU Christopher Schorling – GE/MU Oliver Duschka – BTO/FK SETTING CONTENT Core processes of a VC firm Investment strategy development Deal flow management CHALLENGES FOR VCs CORE PROCESSES OF A VC FIRM CONTENT ITERATIVE APPROACH FOR THE DEVELOPMENT OF THE INVESTMENT STRATEGY LIST OF OPPORTUNITIES IN THE FIELD OF TELEMATICS QUALITATIVE OPPORTUNITY ASSESSMENT OF MOBILE ASSET CONTROL IN-DEPTH INVESTIGATION – KEY ISSUES TO COVER VALUE CHAIN ANALYSIS FOR MOBILE ASSET CONTROL MARKET STRUCTURE – PERSONAL INFORMATION MGMT. EXAMPLE: MARKET MAP ACTION PLAN CONTENT DEAL FLOW MANAGEMENT DEAL FLOW GENERATION RESSOURCE REQUIREMENTS WORKFLOW AND RESPONSIBILITIES CHECKLIST FOR WORKFLOW MANAGEMENT (1/2) Process step / activities Inbound management File business plan in Inbound List Send acknowledgement of receipt Assign deal and hand over for further evaluation Paper-based screening Read business plan Check completeness Request for further information Enter deal into Deal Flow List Discuss second opinion (peer feedback) Prepare Screening sheet Team screening Meet with management team Discuss conclusions with Partner CHECKLIST FOR WORKFLOW MANAGEMENT (2/2) Process step / activities Due Diligence Prepare due diligence (Issue List) Conduct due diligence (incl. reference checks) Prepare Due Diligence Memo Inform IC members (Due Diligence Memo) Discuss deal in Investment Committee Prepare Investment proposal Draft term sheet Send out Investment proposal to IC members Decide upon deal in Investment Committee Deal structuring and negotiation Finalize term sheet Design and review contracts Negotiate deal details and close deal Other Non-disclosure agreements (who/when) IT SYSTEMS NECESSARY TO SUPPORT WORKFLOW MGMT. INBOUND MANAGEMENT LETTER OF RECEIPT REJECT LETTER DEAL FLOW LIST SCREENING SCREENING SHEET Company Name Contact Info Company name Contact person Address Telephone Fax Email Websi