Fintech Investment Proposal
Budget: £20 – £250 GBP
You are structuring an investment deal that should be acceptable to your selected fintech and to
your investment committee. The price, size, stake etc should make sense for both sides: your
investor cannot afford very large bets (i.e. proposing to invest USD 10m large "ticket" is beyond
the reach of a typical venture capital fund). However, your fintech may easily reject a small deal.
Your proposal is one of several proposals to be will be discussed at the next meeting of the
investment committee (where usually only one investment is made annually). You are
representing your fund and to maximise chances of your proposal being accepted may want to
think about investors accepted in the previous rounds (their names, reputation etc).
your choice is an older company (probably about 5 years old, post-revenue, post-money) that has proved its value proposition. Therefore the risk is not fintech technology or idea but the other large investors (who may have deeper pockets and offer better investment terms).
Therefore, for your selected company you should first present the funding history. Secondly, try proposing the type and the size of your investment offer that will be suitable at the next stage. This may well be similar to what you are currently learning in Nils’s class.
Try to study what has been happening with similar companies at a similar funding stage: with whom you may be competing? Who are the VC funds active at this stage, what size of the investment is reasonable?
your investment committee. The price, size, stake etc should make sense for both sides: your
investor cannot afford very large bets (i.e. proposing to invest USD 10m large "ticket" is beyond
the reach of a typical venture capital fund). However, your fintech may easily reject a small deal.
Your proposal is one of several proposals to be will be discussed at the next meeting of the
investment committee (where usually only one investment is made annually). You are
representing your fund and to maximise chances of your proposal being accepted may want to
think about investors accepted in the previous rounds (their names, reputation etc).
your choice is an older company (probably about 5 years old, post-revenue, post-money) that has proved its value proposition. Therefore the risk is not fintech technology or idea but the other large investors (who may have deeper pockets and offer better investment terms).
Therefore, for your selected company you should first present the funding history. Secondly, try proposing the type and the size of your investment offer that will be suitable at the next stage. This may well be similar to what you are currently learning in Nils’s class.
Try to study what has been happening with similar companies at a similar funding stage: with whom you may be competing? Who are the VC funds active at this stage, what size of the investment is reasonable?