Startup Investment Memo and Assessment

Closed
Innovate Calgary
Calgary, Alberta, Canada
Adam Cragg
Executive Director
(2)
1
Project
Academic experience or paid work
80 hours per learner
Learner
Calgary, Alberta, Canada
Advanced level

Project scope

Categories
Market research Financial modeling Investment Risk, audit and compliance Product or service launch
Skills
internal documentation memos sales fundraising
Details

We are looking to vet early-stage (Seed or Series A) startups and would like to involve students in the creation of 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
Deliverables

The final deliverables should take the form of:

  • A final investment memo that aligns with the template.
  • A 60-minute presentation to the UCeed Haskayne Student Fund
Mentorship

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

Company
Calgary, Alberta, Canada
Technology

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.