Firm Overview
Five-Step Approach
The Five Step Agility Approach for Early Stage Investing and Involvement:
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1. Source
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Deep evaluation of prospective opportunities that meet Agility's criteria.
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2. Develop Develop Business Plan and Model
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Develop a comprehensive business model
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Prepare pro-forma and in-depth financial models
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Prepare all investment and presentation materials
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Develop marketing plan
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3. Launch Focus on Management Team
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Recruit well rounded and highly experienced team to augment founders capabilities
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Integrate team and move to systematic execution of plan
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Drive execution and lead daily execution via management oversight
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4. Prove/Test/Validate
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Beta test, proof of concept or other form of validation of product or service
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Validate and refine projections and models
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Prepare for outside investment round
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5. Fund Expansion Prepare for & secure institutional funding
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Identify and introduce funding sources
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Lead negotiations
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Close critical investment round with best investors for company
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