Management Assessment Questionnaire for Early Stage Investors
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Management Assessment Questionnaire for Early Stage Investors
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www.seraf-investor.comThe Management Assessment Questionnaire for Early Stage Investors is designed to get the story behind the CEO and his/her team. If you are able to make enough reference calls, you should be able to find similarities and differences to help you paint a pretty good picture of the team you are investing in. The questions here are optimized for evaluation of very early stage technology companies; supplemental questions may be appropriate for use with later stage companies and life sciences companies. This Google Sheet offers suggested guidelines. It does not purport to be comprehensive, so use your judgement when conducting your due diligence.
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Anyone is free to use this Google Sheet. It is designed to be used in conjunction with our companion eBook.
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If you like this questionnaire, share this link! http://bit.ly/2ll9hoK
Stones Unturned: An Investor's Guide to Due Diligence in Early Stage Companies
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QuestionResponse
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What are {CEO Name’s} strengths?
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What are some areas for further development?
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What’s the best way to tell {CEO Name} something you know he/she doesn’t want to hear?
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How does {CEO Name} use advisors? Does he/she share everything and ask for reaction, or does he/she just come with specific (e.g. narrow questions / concerns?) How open is he/she to influence from advisors (e.g. investors?)
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If {Company Name} were to fail due to leadership, it would be because of what characteristic of {CEO Name}?
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Does {CEO Name} show sufficient emotional intelligence to be able to navigate the typical ups and downs of an early stage company?
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Do one or more members of the management team have a proven track record and does prior track record include successful exit(s)/returned money to investors?
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Does the management team have applicable domain expertise?
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Does the management team have complementary skills?
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www.seraf-investor.comThis Management Assessment Questionnaire is brought to you by Seraf, which is committed to increasing the professionalism of early stage investing. Seraf is a web-based portfolio management tool for investors in early stage companies. Seraf’s intuitive dashboard gives investors the power to organize all of their early stage activities in one online workspace. To learn more, visit Seraf-Investor.com.
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If you want to learn more about angel investing, check out these other resources.If you like this questionnaire, share this link! http://bit.ly/2ll9hoK
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https://seraf-investor.com/compass
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