COMPANY Contact Date Address Phone Fax City Mobile Pgr State and Zip Email BOAS Champion Website URL MANAGEMENT / BOARD OF DIRECTORS Total Employees: Position Name Relevant Experience, include companies and positions held MARKET NEED PRODUCT OR SERVICE SPECIFIC MARKET NICHE AND HOW TO REACH NICHE BUSINESS MODEL COMPETITIVE ADVANTAGE PATENT #s HOW SUSTAIN COMPETITIVE ADVANTAGE STRATEGIC (Partners and Relationships) INDUSTRY MARKET DISTRIBUTION CHANNELS OEM VAR/Reseller Major Accnt. Retail Internet Other COMPETITION Company Your advantage over comp Your threat from comp Other Continued on Page 2 (Refer to tabs below) See the "Page 1 Instructions" tab for filling out spreadsheet, and for definition of terms (Example: Pre-Money). 7e5626d1-5b99-4414-8153-f361c74cd852.xls Page 1 11/10/2010 2:57 PM FINANCIALS (Historical and Pro Forma) Company name: 0 Page 2 (CHF 000's) 12 mos. % Year 1 % Year 2 % Year 3 % Year 4 % Year 5 % Revenue 100 100 100 100 100 100 COGS - - - - - - R&D - - - - - - M&S - - - - - - G&A - - - - - - EBITDA - - - - - - Peak cash need CAP TABLE (full-dilution) Pre-funding Post-funding Shares (000s) % CHF/SH Shares (000s) % Projected Exit Founders - - IPO Employees (vested) - - Employees (not vested) - - Acquisition Employee Opts (unassigned) - - Prior Investors - - Other Other shareholders - - Other options or warrants - - None Current round investors - TOTAL 0 - 0 - FINANCING (000's) Prior Total Last Valuation Funding Sought % Committed Pre-money Valuation Future Needs COMPANY STAGE USE OF FUNDS Prove Concept Prototype Finish Product Product Launch Working Capital Product launch Product Dev. Market Research Hire Mgmt Growth Other COMPARABLES (000's) Company Symb. 12-month Rev. 12-month PAT Market Cap Shares o/s CHF/sh WEBSITE METRICS (x000's) Latest month 12-mo peak YR-1 peak YR-2 peak YR-3 peak Unique Visitors per Month Pageviews per Month Registered Users (paid) Registered Users (FREE) TECHNOLOGY USED LINUX NT UNIX Mac? Solaris Other MySQL Oracle Other ActiveX HTML JAVA Perl XML Other SOFTWARE LICENSED OR USED STATUS AND ACCOMPLISHMENTS TO DATE See the "Page 2 Instructions" tab for filling out spreadsheet, and for definition of terms (like Pre-Money). 7e5626d1-5b99-4414-8153-f361c74cd852.xls Page 2 11/10/2010 2:57 PM INSTRUCTIONS for Filling Out Sheet A Complete both ("Page 1" and "Page 2") Sheets in this workbook. 1. Your application may be rejected or at least delayed, if you do not fully comply. 2. The sheets are 'protected' so you can only input data in the WHITE cells; text should auto-wrap. 3. The text boxes are deliberately small - so you will be forced to be concise. Do NOT overfill these areas! SHEET A Lines 2-6 Provide Company name and contact information. 7 Total number of employees. 9 - 16 List key execs, their titles, and RELEVANT experience, including companies, positions and time length: e.g., CEO; Ford Sales VP 6 years; Toyota Sales Mgr 5 years. 18 - 19 Describe the market need that you are seeking to meet. 21 - 22 Describe the product or service that you are developing or selling. 24 - 25 Identify your market niche; e.g. selling used Lexus autos over the web. Identify how you will capture market share; e.g. strategic relationship with Lexus. 27 - 28 Describe you business model; i.e. your so called 'elevator speech'. 30 - 31 Describe competitive advantage; e.g. exclusive contract with Lexus. Patent numbers of key patents; or indicate pending; or indicate N/A (if no patents are applicable). 33 - 34 Describe how you will sustain competitive advantage; e.g. 5-yr contract with Lexus. 36 - 37 Identify any strategic partners you have, and summarize the nature of the relationship. 39 - 40 Identify the industry for your market niche; e.g. automotive industry. 42 - 43 Identify the market for your market niche; e.g. sale of used automobiles. 45 Check each distribution channel you will be using. 48 - 50 Identify your key competition, your advantages; the key threats; and other relevant items about the competition. 7e5626d1-5b99-4414-8153-f361c74cd852.xls Page 1 Inst. 11/10/2010 2:57 PM INSTRUCTIONS for Filling Out Sheet B Complete both ("Page 1" and "Page 2") Sheets in this workbook. 1. Your application may be rejected or at least delayed, if you do not fully comply. 2. The sheets are 'protected' so you can only input data in the WHITE cells; text should auto-wrap. 3. The text boxes are deliberately small - so you will be forced to be concise. Do NOT overfill these areas! SHEET B Lines 3-9 Provide the most recent 12 months financial data; and projections for 3 - 5 plan years. COGS is Cost Of Goods Sold M&S is Marketing and Sales; G&A is General and Administrative expenses. EBITDA is Earnings Before Interest Taxes Depreciation and Amortization. Peak Cash Need refers to amount of cash shortfall you would have, if you did not get funded (but spent as per plan). 13 - 21 Fill in the numbers of shares, options etc both prior to this round, and after this round closes. Totals and percentages are automatically computed. 24 Financing - amounts are in $1,000; e.g. for $3,000,000 input 3000. Prior Total: funding that company has received, excluding this round. Last Valuation: what was the post-money valuation after last round; i.e. divide the funding amount by the percent investors received. Funding Sought: how much money is company seeking in this round. Committed: how much of current round (if any) is committed by other investors. Pre-money Valuation: what value are you putting on company prior to this funding. Future Needs: estimate of how much additional financing company will need after this round 26 - 27 Company Stage - use the pull-down menu to select from among the various choices, the one that best describes your present stage. Use of Funds - check the appropriate box (or boxes) for what the dominant use of funds will be. 30 - 33 Identify your closest competitors, including stock symbol (if public), their trailing 12-month revenues and Profit After Tax Also indicate the number of shares outstanding and the price per share (on or near the 'Date' at the top of Sheet A). 36 - 39 If you are an Internet company; provide the various statistics, for latest month, and peak for past 12 months, and 3 plan years. 41 - 43 Indicate the Operating System(s) you use; the data base(s); and the coding you use for your website. 45 - 46 Identify any major software you use or license. 48 - 51 Describe status and accomplishments; e.g. six weeks into Beta, have six OEM contracts, and expect to launch in four months. 7e5626d1-5b99-4414-8153-f361c74cd852.xls Page 2 Inst. 11/10/2010 2:57 PM SUGGESTIONS FOR 10-SLIDE PRESENTATION 1 Market Need and Business Model 2 Industry and Market 3 Product or Service 4 Technology 5 Competition 6 Competitive Advantages 7 Management Team 8 Benchmarks for Growth (Sales, Customers, Alliances, Employees, Funding Needs, Burn Rate) 9 Funding Sought, Valuation, Use of Funds, Comparables 10 Financial Projections 7e5626d1-5b99-4414-8153-f361c74cd852.xls PowerPoint Recom. 11/10/2010 2:57 PM ing Needs, Burn Rate) 7e5626d1-5b99-4414-8153-f361c74cd852.xls PowerPoint Recom. 11/10/2010 2:57 PM TCA Screening Candidate Evaluation Sheet Maximum score is 100 A. Management – 25 points max 1. Is there a CEO for the start-up phase? 2. Does team have relevant domain expertise? 3. Does company have a reasonable supporting team? B. Market Opportunity – 15 points max 1. How well is market niche defined? 2. Does company expect to dominate this niche? 3. Is market niche growing rapidly? C. Market Need – 15 points max 1. Is there a pressing need or problem identified? 2. Is this a painkiller or vitamin? D. Product or Service – 10 points max 1. How well is product or service defined? 2. Is concept compelling, or could it be made compelling? E. Sustainable Competitive Advantage – 15 points max 1. Do we have any barriers to entry? 2. Is there a probable first mover advantage? 3. Do we have any strategic partners? Now? Later? F. Valuation – 20 points max 1. Is the valuation reasonable for the stage of company? 2. Does it provide investors at least 20% of the equity?
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