Investment Excel Sheet 43069 | 2 Investor Alignment Tool

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Sheet 1: Introduction

	
	
	
		
 
		
		
	
		

		

	
	
		

		Investor Alignment Tool
	
	
		

		

	
	
		

		This tool is designed to help you take the broad world of capital providers and filter down to the top investor targets that truly meet the needs of your venture.  This process will help you spend your valuable time strategically, so you avoid pursuing investors that don't match your needs and have a greater chance of success with those investors that do.
	
	
		

		There are three steps to this process:
	
	
		

		Tab 1: Identify your needs
	
	
		

		Understand and document your own filter criteria in Tab 1.  These are the criteria on which you'll judge potential investor matches.
The knockout criteria are those on which you must match for an investment to be possible.   These include investment geography, size, financial return expectations, and more.
The fit criteria are those where you may be able to compromise or negotiate. These include governance expectations, impact evidence expectations, industry, and more.

	
	
		

		Tab 2: Track investors you encounter
	
	
		

		Use Tab 2 to keep an organized list of all the potential investor targets you encounter.  Make notes if you've interacted with them and if you've identified next steps to keep the relationship warm.  Use this tab to also brainstorm potential individuals in your own network that can introduce you to investors you are interested in.
	
	
		

		Tab 3: Evaluate your alignment with potential investors
	
	
		

		Use Tab 3 to filter all the potential investors you've identified down to the top targets that are most worth your time and energy to pursue.  The knockout and fit criteria you identified will appear at the top of the tool.  Use the investor rows to document what you know about the investors.  For all criteria, decide if you align with the investor or not.  Check the results columns to easily see which investors you are most aligned with - these are your top investor targets.
	
	
		

		Take a look at the Example tab to see how the Alignment Tool looks when completed by an early stage health venture with a set of fictional investors.
	
	
		

		After using this tool you will have identified your top investor targets - those worth spending your time and energy pursuing.  Next you can move to Module 7 to create a plan for cultivating relationships with your top targets that may lead to investment.
	
	
		

		
 
	
	

 




Sheet 2: Tab 1. Our Needs

	
	
	
	
	
	
	
	
	
		
 
		
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		Document here the filter criteria you will use to judge potential investor matches.  
Knockout criteria are those on which you must match for an investment to be possible.   
Fit criteria are those where you may be able to negotiate.  Also, decide which fit criteria are high, medium, or low priority for matching with investors.

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		KNOCKOUT CRITERIA - must be aligned on these
		 FIT CRITERIA: Mission and Vision
		FIT CRITERIA: Expected From Us
		FIT CRITERIA: Expected From Our Investors
		

	
	
		

		

		

		Investment Geography
		Legal Structure
		Investment Size
		Return Expectations
		Capital Type
		Stage of Growth
		Social Mission
		Company Vision
		Governance
		Restrictions
		Impact Evidence
		Connections
		Geography experience
		Industry experience
		Business challenge experience
		Impact on future investments
		

	
	
		

		Information on your venture:
		Invests in places we operate or our head-quartered
		Invest in our legal structure (i.e. for profit, nonprofit, hybrid)
		Generally invests the amount we are seeking
		Aligns on financial/ social return expectations (i.e., timeframe, exit)
		Offers type of capital (e.g. debt, equity, recoverable grant) we seek
		Invests in ventures at our stage of growth
		Understands and supports our social mission
		Understands and supports our vision
		Governance expectations (if any) match ours
		Any restrictions on use of funds (project, geography, etc.) work for us
		We can provide the level of impact evidence expected
		Able and willing to make useful connections for us
		Has experience in the locations we operate and want to enter
		Has experience in our industry and/or market segment
		Has experience with the specific issues we are facing
		Any potential positive or negative impact on future capital raise works for us
		

	
	
		

		Our needs
		Document
your
needs:
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		Choose priority level (dropdown menu):
		High - MOST IMPORTANT to be aligned on these
		

		

		

		

		

		

		

		

		

		

		

	



Sheet 3: Tab 2. Investor Tracking

	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
 
		
		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		List all potential investor targets here.  Make notes on your interactions, next steps, and individuals in your network that can introduce you.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		Notes on correspondence
		Connectors
		

	
	
		

		Contact Name
		Contact Email
		Contact Phone
		

		Date
		Notes
		Next Steps
		Connector Name
		Connector email
		Connector phone
		Notes on correspondence
		

	
	
		

		[Enter Investor Name]
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		Most recent:
		

		

		

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		Investor Type (choose from dropdown)
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		Historic:
		

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		[Enter Website]
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		[Enter Investor Name]
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		Investor Type (choose from dropdown)
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		[Enter Website]
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		[Enter Investor Name]
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		Investor Type (choose from dropdown)
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		[Enter Investor Name]
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		[Enter Investor Name]
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		Investor Type (choose from dropdown)
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		3:

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...Sheet introduction investor alignment tool this is designed to help you take the broad world of capital providers and filter down top targets that truly meet needs your venture process will spend valuable time strategically so avoid pursuing investors don t match have a greater chance success with those do there are three steps tab identify understand document own criteria in these on which ll judge potential matchesthe knockout must for an investment be possible include geography size financial return expectations morethe fit where may able compromise or negotiate governance impact evidence industry more track encounter use keep organized list all make notes if ve interacted them identified next relationship warm also brainstorm individuals network can introduce interested evaluate most worth energy pursue appear at rows what know about decide align not check results columns easily see aligned look example how looks when completed by early stage health set fictional after using spendi...

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	Investor Alignment Tool

	This tool is designed to help you take the broad world of capital providers and filter down to the top investor targets that truly meet the needs of your venture. This process will help you spend your valuable time strategically, so you avoid pursuing investors that don't match your needs and have a greater chance of success with those investors that do.
	There are three steps to this process:
	Tab 1: Identify your needs
	Understand and document your own filter criteria in Tab 1. These are the criteria on which you'll judge potential investor matches. The knockout criteria are those on which you must match for an investment to be possible. These include investment geography, size, financial return expectations, and more. The fit criteria are those where you may be able to compromise or negotiate. These include governance expectations, impact evidence expectations, industry, and more.
	Tab 2: Track investors you encounter
	Use Tab 2 to keep an organized list of all the potential investor targets you encounter. Make notes if you've interacted with them and if you've identified next steps to keep the relationship warm. Use this tab to also brainstorm potential individuals in your own network that can introduce you to investors you are interested in.
	Tab 3: Evaluate your alignment with potential investors
	Use Tab 3 to filter all the potential investors you've identified down to the top targets that are most worth your time and energy to pursue. The knockout and fit criteria you identified will appear at the top of the tool. Use the investor rows to document what you know about the investors. For all criteria, decide if you align with the investor or not. Check the results columns to easily see which investors you are most aligned with - these are your top investor targets.
	Take a look at the Example tab to see how the Alignment Tool looks when completed by an early stage health venture with a set of fictional investors.
	After using this tool you will have identified your top investor targets - those worth spending your time and energy pursuing. Next you can move to Module 7 to create a plan for cultivating relationships with your top targets that may lead to investment.

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