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:
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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
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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
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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