Preparation of Investor Materials of a Conversational AI start-up

Preparation of Investor Materials of a Conversational AI start-up

Industry:

Venture Capital

Situation:

The Venture Capital arm of a prominent Greek bank sought support in the preparation of the Investor documentation to raise funds for a portfolio company in the Conversational AI space.

Approach:

Over a 2-month period, our team worked with the start-up CEO and the VC Director to understand the company’s value proposition and present it to investors in a way that highlighted its core strengths and competences. More specifically:

  • We had regular meetings with the start-up’s management to understand the company’s value proposition, competition, future plans and funding needs; we did our own high-level independent research of the topic to supplement the client’s input

  • We developed a financial model and a slide-deck that reflected the current state of the company, as well as its vision for the future

  • We acted as Point of Contact between the start-up and other Consultancies involved in the Due Diligence process to ensure that all our research and findings are reflected in their output