Startup Investment Memo and Assessment

Closed
Innovate Calgary
Calgary, Alberta, Canada
Liam Harrison
Analyst
(9)
3
Preferred learners
  • Calgary, Alberta, Canada
  • Academic experience or paid work
Categories
Market research Financial modeling Investment Risk, audit and compliance Product or service launch
Skills
due diligence internal documentation memos sales fundraising
Project scope
What is the main goal for this project?

We are looking to vet early-stage (Seed or Series A) startups and would like to involve students in the creation of a series of shorter 4-page investment memos. We can provide access to internal documentation and other information as needed as well as access to key contacts.

The work should include:

  • Sales forecasting
  • Income projections (conservative and aggressive)
  • Fundraising strategy
  • Total addressable market analysis
What tasks will learners need to complete to achieve the project goal?

The final deliverables should take the form of:

  • A set of final 4-page investment memos that align with the template provided.
  • A presentation to Remi Schmaltz for each company where due diligence is conducted.
  • A presentation to the UCeed Haskayen Student Fund, when appropriate.
How will you support learners in completing the project?

Students will connect directly with the employer for mentorship throughout the project. We have access to data sets and investment memo templates that will help students succeed.

About the company

Innovate Calgary is a full-service organization offering intellectual property management and business incubator services to researchers, entrepreneurs and businesses within the advanced technology sector. We support commercialization by providing: business and technical advice, workshops, assessments for commercial potential, access to sector resources and networking events, licensing and intellectual property protection, company creation/incubation programs, and office and lab space, including tenancy and business resources and facilities for technology companies. Innovate Calgary has evaluated over 1,600 discoveries, secured more than 600 patents and negotiated over 550 technology commercialization agreements in over 24 countries.