The Lifecycle of an OurCrowd Investment: Following a Company's Progress from Due Diligence to Investment (and Beyond)

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

Any questions?For feedback or more

information: !

[email protected] http://www.ourcrowd.com

Sign up for our full dealflow at OurCrowd.com