2023 Annual Portfolio Audit

Our request that it will be completed with in 14 days.

The annual portfolio audit serves the crucial purpose of delivering precise and reliable data to our esteemed investors. It also entails updating the performance dashboard of our portfolio companies. Our aim is to ensure accuracy and provide a comprehensive overview of the portfolio’s performance.

Company Information

Performance Progress Info

Including data such as awards recognition, customer feedback, financial performance etc..
You want to include items that are in the 80% probability or higher and in the 0-90 days out.
You want to include items that are in the 80% probability or higher and in the 90-180 days out.

Human Capital Update:

Including the founders. co-founders is they ate a FTEs
Please provide details on new hires such as position, salary level etc..
Please provide details on new hires such as position, salary level, timing for FTE you are planning to hire in 2024

Financial Updates

If not applicable please enter NA
If not applicable please enter NA
Based on current customers, 80-% or higher in the pipeline, If not applicable please enter NA
How much capital your company is burning on a monthly basis to keep the business running.
How much cash your company currently have in the bank, not future sale orders, just actual cash.

Fundraising Update

It referred to the total amount of outside capital that was raised since the inception, encompassing all rounds of funding since the company's inception, both equity and debt
What was the the company last valuation based on the last round of funding or verifiable offer for acquisition of the company.
What was the the company current valuation based on the current open round of funding or verifiable offer for acquisition of the company.
If you currently have an open round of funding, how much you are rasing in total
Please count only hard commitment, sign equity and CN agreement not soft circle, please.
Please list major investors only

2024 Milestones

Other Critical Information:

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Our Audit Sponsored By:

MICHAEL SPATH
Client Executive | Technology Practice
734.929.3928 | 734.395.7198 | kapnick.com

Book time with Michael Spath: Availability

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