Assessing an Opportunity

Generic Questions to Ask
• The Opportunity
• Market Opportunity
• Go To Market Strategy

Clients
• Financing/Financials
• Management
• Culture/Values
• Technology
• Competition
• The Business Model

General
• Who are the current shareholders?
• Who is on the board?
• Who is the Chairman of the Board?

Financial
• What are revenue and profit goals for the next two years?
  
• What is the % growth rate in net income, operating expenses?
• What is the % of net profit pre & post taxes?
• What is cash position of company?
• What long-term debt exists?
• What is the equity structure?
• Is there an employee equity plan in place?
• How are executives compensated versus employees?
• Who are the Venture Capital partners and what is their equity share?
• What are the IPO expectations?

The Job
• Responsibilities
• What will this person have done in 90 days, 6 months, 1 year
• Organization chart
• Key players within organization
• Key external players

The Person
• What is the desired background of this individual?
• What are the necessary skills?
• What are the soft skills required?
• Who fits well within this organization?