How we do it
Our Process
We can manage the full investment life-cycle for our investor clients - from curating deals to executing transactions, steering additional value, ongoing performance monitoring, to guiding through to exit.
Step 1
Deal Flow & Pipeline Management
- We identify the best investors based on track record and engage with the best founders, they backed.
- We validate and complete the data room available with our own data and the support of our local partners.
- We interview each founder and prepare the investment memorandum documentation.
Step 2
Deal Curation & Origination
- Identification of the best investors based on track record
- Engage with the founders
- Access to data room
- Review of DD through our local network
- POEM
- Validation for pipeline
- Preparation of factsheet and investment memorandum
Step 3
Transaction Management
Zeitec proposes near-closing deals on a follow-on round that we have previously identified and tracked based on our proprietary method. When there is a funding round with a lead investor that matches our client's expectations, we are then well positioned to offer privileged access to this round.
Step 4
Venture Performance Tracking
- Our portfolio managers collect monthly verifiable performance data from each startup.
- We have an in-person meeting with each founder every quarter
- We have an annual summit with the entire team of each start up. We take this time to look at the year in retrospect and strategies for a successful future.
Step 5
Venture Enhancement Support
Based on the feedback of the Portfolio Manager (ACTA), All sessions are structured using ACTA:Achievements, Challenges. Targets and AskTo help, we have access to a network of Mentors to Founders. They operate across various sectors across the continent, have all invested in startups.
Step 6
Investor Portfolio Reporting
The quarterly report includes:
• Updated factsheet
• Updated metrics
• Market insight
The Yearly report includes:
• Annual factsheet
• Annual metrics
• Updated Market insight
• Next year perspective
We also look at any Venture legal change tracking (headquarter, currency…)
Step 7
Exit Management
Tracking of oversubscribed round
Share class discussion involvement
Waterfall
Distribution