Seven keys to active participation

1
Seven keys to active participation

• Member-managed
• Decentralize, engage broadly, new blood into
  leadership
• Invest as individuals
• Entire investment process
• Individual investment decisions
• Mechanics
• Dues include dinners and lunches
• Simpler and increases attendance (already paid)
• Regularly scheduled events eg 2nd Wed of month
• Educate members
• Lead deals, diligence, retool plan, monitor,
  mentor
• Valuations, deal terms, post-fund support,
  harvest
• Track portfolio
• Hard to improve what you dont measure

2
Seven keys to active participation

• Professional process
• Prescreen
• Screen
• Diligence
• Retool venture plan
• Negotiate valuation and terms
• Support
• Harvest
• Website
• Calendar
• Expertise database
• Contacts
• Process support