top of page

Alignment Stage: 1 - 2 Months

Strategy Stage: 2 - 4 Months

Execution Stage: 3 - 10 Years

Mission

Countdown

Launch

Return

Founder Application

LAN Team Review

Business Plan

Revisions

Formal Valuation

Funding Distribution

Growth Planning

Annual Valuations

Cap Tables & Schedule K-1's

Initial

Interview

Investment Criteria

Review

"Needs"

Audit

Member Coaching

Sync Meetings & Investor Updates

Business Plan Execution

Exit Planning

Liquidity Announcement

2nd Interview with LAN Partners

Alignment Determination

Infrastructure Build-out

Business Ecosystem 

Development

Ongoing Marketing & Sales Reviews

Use-of-Funds

Audits

Exit Event

Distributions

Feedback & Follow-up

Business Plan Evaluation

Branding, Marketing, & Sales Strategy

Fundraising

Quarterly Financial Reviews

Business Ecosystem Reviews

Legacies Created!

​  Main Objectives

​

  • Can we work together?

  • Do values & objectives align?

  • Is the founder open to feedback/input?

  • Is founder a domain expert?

  • Does the company meet the investment criteria?

  • What's the ask? Term Sheets?

​  Main Objectives

​

  • What does the company need to be successful?

  • Leverage our network to meet needs & support founder.

  • Ongoing reassessment of company development.

  • Prepare company to go to market.

  • Prepare company for funding.

​  Main Objectives

​

  • Complete 100% of funding.

  • Ongoing support & accountability.

  • Direct involvement in reviews, assessments, and advising.

  • Is company on track to exit?

  • If not, what are the problems & how can LAN help?

​  Main Objectives

​

  • Advise on exit planning.

  • Ensure all financial documentation is accurate and distributed according to all regulations.

  • Distribute returns.

  • Re-investment in new companies.

© 2022 by Legacy Angel Companies, LLC

  • Youtube
  • Instagram
  • Facebook
  • LinkedIn
bottom of page