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Due Diligence Report Review - Wander & Ivy

  • Friday, March 20, 2020
  • 2:00 PM - 5:00 PM
  • RVC Zoom conference call
  • 7

Registration

(depends on selected options)

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Due Diligence Report ReviewImage result for wander + ivy logo"

At the recent RVC Angel Investor Practicum, several investors were interested in having a detailed analysis of a Due Diligence report for a current open deal in play.   The objective would be to hear the rationale for the sections in the report, and to hear other colleagues insights and questions.

During this virtual meeting, we will review the Due Diligence Report for Wander & Ivy, a single-serve organic wine venture.  The report was written by Keiretsu, and offers a good example of Due Diligence materials that are part of syndication opportunities.  The Keiretsu format starts with a section that is similar to the full RVC Due Diligence.  Keiretsu includes supporting documentation in their typical report - materials that would be part of an RVC Data Room folder.  Each section of the report will be analyzed for the clarity of risk identification and mitigation, completeness and accuracy.  We will have Dana Spaulding, the company CEO on-line, Kevin Kudra, leader of the RVC Due Diligence Analytics team, and Larry Emmons, the lead investor to lead the analysis and answer questions.

While we would prefer to offer this as an in person workshop, in order to support the health and safety of our community, we will host this meeting via the Zoom platform.  The conference call details will be shared with you in a separate email after registering for the event. 

This review will cover all the major due diligence questions such as IP, competition, leadership, funding strategy, exit strategy, use of funds, milestones, etc.  The agenda for this Diligence Practicum is as follows:

Company introduction (pitch) - 30 min

Due Diligence Report Review - 90 min

Company Update - 30 min (progress after the report)

Investor Q&A and Interest - 30 min


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Due Diligence Practicum w/ Wander + Ivy
Date:
Friday, March 20
Time: 2:00pm to 4:00pm MT
Location: Zoom Conference Call

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To participate, you must be an accredited investor (net worth of at least one million US dollars, not including the value of one’s primary residence, or have made at least $200,000 each year for the last two years [or $300,000 together with his or her spouse if married] and have the expectation to make the same amount this year). We do not require a minimum investment.D


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