The SVB and ARI Halo Report™
powered by CB Insights
Thank you for participating in the SVB - ARI Halo Report™ powered by CB Insights survey. Your contribu
those of angel groups and co-investors from across the US and Canada to provide the first comprehensiv
Please provide updates to your group's 1Q 2012 investments using this template - or simply send the da
your group currently uses to Sarah Dickey at the Angel Resource Institute.
The deadline for the 1Q 2012 survey is Monday, April 16, 2012. Please send the completed portfolio t
By providing your angel group’s activity through this survey, you are acknowledging your understanding
submitted as part of this project is combined with data available through a variety of public sources and
Insights subscription database. This data is accessible to individuals and organizations that subscribe to
other CB Insights products.
However, company valuation data remains ‘hidden’ from view in the CB Insights database and used on
reporting. Angel groups should provide group-level investments only – not individual investor activity
Participants in the survey are also eligible to be included in periodic lists of 'top investors'.
ARI recommends that angel groups explain to entrepreneurs that investment-level data is available for C
and product subscribers to view and submit only that data they feel comfortable sharing. In order to ha
data available on angel investing, ARI strongly encourages you to provide as much data as possible on al
For more information on the project & to view past reports, please visit www.angelresourceinstitute.org/halo-report
nsights survey. Your contribution will be added to
provide the first comprehensive quarterly report on
mplate - or simply send the data in whatever form
nd the completed portfolio to Sarah Dickey at ARI
wledging your understanding that investment data
variety of public sources and ‘resides’ in the CB
ganizations that subscribe to the database and
nsights database and used only for aggregate
ot individual investor activity or information.
of 'top investors'.
ent-level data is available for CB Insights data base
rtable sharing. In order to have the most accurate
s much data as possible on all of your group’s
Angel / Group Name:
Thank you for participating in the quarterly survey for the SVB - ARI Halo Report powered by CB Insights. Please provide updates to your angel group's investments for 1Q
2012 using this template - or simply provide data in whatever form your group currently uses to Sarah Dickey at the Angel Resource Institute.
Feel free to contact Sarah Dickey with any questions you may have. She can be reached at 913-894-4700 or firstname.lastname@example.org.
The deadline for this survey is Monday, April 16, 2012.
This data is the minimum required for inclusion in the Halo Report. This data is strongly recommended for inclusion in the Halo Report.
Investment Your Group's Did the company have
Zip / Postal Date Contribution to Did this investment have co- Total Investment Amount revenue at the time of
Complete Company Name Web site Company Headquarters City State / Province Country Code (mm/yyyy) New group investment or follow-on? Series Investment ($M) investors outside your group? w/Co-Investors ($M) Pre-Money Valuation* ($M) investment? # Employees at Investment (FTEs) Co-Investors (separated by semi-colons)
Company Contact Name Company Contact Email Phone # Notes:
Innovative Company, Inc. url.com Kansas City Non US United States 12313 March-11 Follow-on Investment Seed 0.75 YES 1.25 2.50 YES 3 John Z
Angel Group X; Seed Fund Y; Investor Smith email@example.com 555-555-5555
New Investment State Country Rounds YES
Follow-on Investment Non US United States Series A NO
Alabama Australia Series B
Alaska France Series C
Arizona Germany Series D
Arkansas Canada Series E
California China Seed
Colorado India Convertible Note
Connecticut Israel Exit
DC United Kingdom Other
Idaho American Samoa
Kentucky Antigua And Barbuda
New Hampshire Belize
New Jersey Benin
New Mexico Bermuda
New York Bhutan
North Carolina Bolivia
North Dakota Bosnia And Herzegovina
Oklahoma Bouvet Island
Pennsylvania British Indian Ocean Territory
Rhode Island Brunei Darussalam
South Carolina Bulgaria
South Dakota Burkina Faso
Vermont Cape Verde
Virginia Cayman Islands
Washington Central African Republic
West Virginia Chad
Wyoming Christmas Island
Croatia (Local Name: Hrvatska)
Falkland Islands (Malvinas)
French Southern Territories
Heard And Mc Donald Islands
Holy See (Vatican City State)
Iran (Islamic Republic Of)
Lao People's Dem Republic
Libyan Arab Jamahiriya
Micronesia, Federated States
Moldova, Republic Of
Netherlands Ant Isles
Northern Mariana Islands
Papua New Guinea
Saint K Itts And Nevis
Saint Vincent, The Grenadines
Sao Tome And Principe
Slovakia (Slovak Republic)
South Georgia ,S Sandwich Is.
St. Pierre And Miquelon
Svalbard,Jan Mayen Islands
Syrian Arab Republic
Tanzania, United Republic Of
Trinidad And Tobago
Turks And Caicos Islands
United Arab Emirates
United States Minor Is.
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis And Futuna Islands
SVB - ARI Halo Report™
data powered by CB Insights
Data Term Explanation
Portfolio Company Name The complete/ legal name of the invested company
Web site Company URL
City The city in which the company headquarters are located
State / Province State or Province for company headquarters
Country Country for company headquarters
Postal Code Zip or postal code for company headquarters
Investment Date The date the investment was closed. (mm/yyyy)
New or Follow-on Round Initial investment in this company by the group or a follow-on round
Series Seed, Convertible Note, Series A, B, C, etc.
Group Contribution to Round Total amount provided by the angel group as part of the investment.
Total Round Amount Total amount raised by the company for a given investment - includes co-investors.
Pre-Money Valuation The valuation of the company before the investment is made.
Co-Investors Names of groups / entities that joined your group in this investment.
Revenue? Did the company have revenues at the time of investment.
# Employees at Investment The total number of company employees (FTEs) at the time of the investment.
Company Contact Name The main company contact person
Company Contact Email The main company contact email
Phone # The main company contact phone number
e time of the investment.