Having managed a successful angel investing group for over a decade, we help investors identify companies with huge potential and avoid the deals that will fail. We are bringing an whole new generation of investors to the table to embrace angel investing as a wealth creation strategy with the Compassionate Capitalist Wealth Mastery System.

Karen Rands

For Investors

There is never a guarantee that an investment in a private company will produce a return on investment, simply because the future and the obstacles to success are unpredictable. However, by having a system for conducting due diligence, angel investors can eliminate the indicators that have historically negatively impacted a company and its founders’ ability to succeed, therefore directly impacting the loss or return on investment.

  • Prior Bad Acts and/or Fraud by the Founders and Executive team;
  • Irregularities in accounting and taxes filings;
  • Confirmation of Intellectual Property rights, customer and vendor engagements, and employee agreements;
  • 3rd party validation of market opportunity, competition, and barrier to entry;
  • Assessment of capital requirement as part of the go-to-market strategy, the availability of anticipated follow on capital or additional financing, and the likelihood of obtaining an exit;
  • Industry expert assessment on feasibility of the timeline and cost to bring the proposed product or service to market;
  • Review of logic, assumptions, and thoroughness of financial projections;
  • Personality and Leadership Style of the Founder/CEO and other key members of the executive team, to anticipate and prevent a toxic corporate culture;
  • Overall review of business plan and pitch documents, looking for inconsistencies and misrepresentations; and
  • Business review of offering terms to highlight unusual or unfavorable terms and their implications to the investor, not a legal review.

For the high net worth sophisticated investors we offer services to help them save time and money as they seek to build their portfolio of private equity investments.

Every wise and profitable angel investor conducts due diligence on the founders, company, and business opportunity before making an investment decision.

Karen Rands

Entrepreneur, Investor, Author, Speaker, Strategic Advisor

Leading the Compassionate Capitalist Movement

 

Or send Karen an email to

Karen @ kugarandholdings.com and

ask about her speaking topics and radio interviews.

FOLLOW KAREN RANDS FOR UPDATES