Lifecycle of an OurCrowd Investment Following a company’s progress from due diligence to
investment (and beyond)
Your hostsZack Miller, Investor Community David Stark, Investment Associate
DealflowCreating a quality network to
get access to the highest quality deals
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
How opportunities get to OurCrowd
• Submitted Deals vs. Surgical Targeting • Great source of referrals
• OC portfolio company CEOs • OC investors • Other members of the investment
community
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
OC’s 6 Investment Criteria
1. Great Team
2. Large market
3. Easy to understand
4. Traction
5. Sponsorship
6. A good deal
Due diligence
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
Doing deeper diligence• customer calls
• financial review
• 3rd party expert opinion (OC mentors)
• Human resource check
• Competitive analysis
• Market sizing
• More…
Term sheetsProtections and rights for
investors
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
Getting to terms with the term sheet
• While some things are subject to negotiation, there are certain rights and protections we try to make part of every deal:
• preferred shares
• preemptive rights
• anti-dilution rights
• process depends on whether we lead a deal or join a deal
Deal launch
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
Launching a deal for investors• Webinars
• OurTake
• Presentation
• Video
• Overview
• Team
• Road shows
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
You’ve clicked ‘I’m Interested’ — what next?
• Documentation
• Wiring instructions
• Closing paperwork
• Wire company money
* process obviously different if you’ve invested via our Portfolio RESERVE
Monitoring and Support
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
Monitoring and Support
• My Investments section of website
• Quarterly reporting
• Ongoing newsflow
• Events/Roadshows
• Crowdbuilding: Intros, Biz Dev, Hiring
• Educational events
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
How OC works to maximize the value of an investment
• Mentorship/Board Activity
• CEO Meetups/Education - help them to help themselves
• Media introduction and supportive guidance
• Strategic partnering
• Advice
Dealflow
Diligence
Term Sheet
Deal Launch
Monitoring
Portfolio Support
Subsequent rounds of investments
• Expectation that there may be follow-on investments
• Introduction to institutional investors that will help sustain company going forward
• Importance of participating: preventing dilution on the investments that matter
Signals!• Valuation step-up • New money • Institutional investors
3 ways for investors to
make moneyDividends M&A/IPO
Liquidation
OurCrowda better way to invest in Israeli startups
Funding the next generation of successful
startupsSince February 2013,
invested in over 30 startups !
OurCrowd and our community of investors have invested over $30 million in
these firms
Case study #1: Sight Diagnostics
Sight Diagnostics: a computer vision platform to test blood faster, cheaper,
and more accurately
Case study #2: Bizzabo
Software that makes event organizers more money by increasing engagement of
attendees
