ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
3
Key VariablesInvestor Types
4
Non-accredited RetailAccredited RetailAngels/IncubatorsVenture Capital Private EquityFamily Office Funds
5
Recommended ChannelLinkedIn Outreach, AdsLinkedIn Outreach, AdsDirect outeach (Email, LI)Direct outeach (Email, LI)Direct outeach (Email, LI)Direct outeach (Email, LI)Direct outeach (Email, LI)
6
StageEarly to late (varies widely)Early to mid-stageSeed to early-stageEarly to growth stageLater stage, mature companiesFlexible, from early to mature companiesTypically later stage, pre-IPO or public companies
7
Deal TypeEquity crowdfunding, convertible notesDirect investments, syndicatesEquity, convertible debtEquity, sometimes debtBuyouts, recapitalizationsEquity, real estate, various alternative assetsPublic equities, sometimes private placements
8
ValuationLower valuations for early-stage investments (Generally)Sensitive to valuation, looking for reasonable entry pointsSensitive, looking for value and growth potentialMarket-driven, but looking for high-growth potentialWilling to pay for established businesses with stable cash flowsLooking for reasonable valuations with wealth preservation in mindMarket-based, often looking for undervalued companies
9
Capital Raised To DateLess concernedModerate amounts preferredOften the first outside investorsPrefer companies that have shown some tractionInterested in companies with significant revenueCan vary widelyPrefer established companies with significant capital raised
10
Team & Track RecordLess emphasis, but credible leadership is a plusMore emphasis on a strong team with some track recordHighly focused on team potential and visionCritical; looking for experienced and successful teamsExpect a strong management team in placeInterested in strong teams but may also consider family connectionsExpect a professional, experienced management team
11
Product Market FitNot always necessary; may invest in ideas or prototypesPrefer some evidence of market fitNot necessary, but should have a clear path to itEssential, with some traction and customer validationMust be well-establishedPrefer established products but may take earlier-stage risksMust be well-established with significant market share
12
Vertical / IndustryBroad interestsMay have specific interests or expertiseMay specialize in certain sectorsMandate focusedBroad, but often focus on industries with stable cash flowsOften have specific interests aligned with family wealth originsDiversified, though some funds specialize
13
Market SentimentInfluenced by trends and buzzConsider market trends but also look at fundamentalsOften invest based on personal conviction over market sentimentAnalytical approach, though can be influenced by trends in VCLess influenced by sentiment, more by financialsCan be opportunistic, often looking for long-term valueDriven by detailed financial analysis, though market trends can play a role
14
Exit Strategy/IPO ProbabilityNot always a primary concern; longer-term investmentInterested in clear exit strategiesLong-term view but want a defined exit strategyEssential; typically looking for a 5-10 year exit (Looking for 100x)Interested in clear, profitable exit strategiesFlexible, often with a longer-term investment horizonLooking for liquidity events, less concerned with IPO specifics
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100