Five-Step Approach

The Five Step Agility Approach for Early Stage Investing and Involvement:

1 - Source, 2 - Develop, 3 - Launch, 4 - Prove, 5 - Fund Expansion

  1. 1.  Source
    1. Deep evaluation of prospective opportunities that meet Agility's criteria.

  2. 2.  Develop Develop Business Plan and Model
    1. Develop a comprehensive business model

    2. Prepare pro-forma and in-depth financial models

    3. Prepare all investment and presentation materials

    4. Develop marketing plan

  3. 3.  Launch Focus on Management Team
    1. Recruit well rounded and highly experienced team to augment founders capabilities

    2. Integrate team and move to systematic execution of plan

    3. Drive execution and lead daily execution via management oversight

  4. 4.  Prove/Test/Validate
    1. Beta test, proof of concept or other form of validation of product or service

    2. Validate and refine projections and models

    3. Prepare for outside investment round

  5. 5.  Fund Expansion Prepare for & secure institutional funding
    1. Identify and introduce funding sources

    2. Lead negotiations

    3. Close critical investment round with best investors for company