Saving the best for last, blog master Dans introduced today's class to internet investment guru and founder of Spains only incubator, Rodolfo Carpintier. Going well beyond a standard presentation, Mr. Carpintier laid out a clear strategy for analyzing potential internet investment opportunities. This blue print for investment success looks as follows:
Y1) List the owners / key personnel and equity stakes / Revenue / Traffic / Marketing
Y2) Repeat
Y3) Repeat
Y4) Repeat
Y5) Revenue / countries / users
SMART MONEY 3/6/3 Month Strategy
DAD uses a unique oversight strategy that involves a complete business review at the 3, 9, and 12 month mark during year 1. By leveraging this strategy DAD aims to be a strategic partner and advisor to their portfolio companies without becoming an additional burden to them. Effectively working out the kinks without killing the magic. Love that.
Two Types of Businesses
1) Innovative: Young managers with good brains and NO experience
2) Copying Business Model: Experienced manager who can grow something themselves
"I don't look at the figures (business plan) they are never right...."
"When they ask about the competitors, do they know who the competitors are?"
"I want to see how they get to the Sales figures."
"Show me WHY people will pay."
"I haven't found anything the reinvented e-commerce.That's what I'm looking for."
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