Investment Process Resources
Post money SAFE note (South Africa)
SAFE term sheet and agreement template
Digital Collective Africa
2021
Innovative finance deal models
Financial model which allows you to forecast growth and capitalisation across a number of different traditional and innovative tools including equity, SAFEs, convertible notes, redeemable equity and revenue based loans - and determine returns across different scenarios
Innovative finance playbook
2022
Revenue Share Deal Structuring Webinar
Practical guidelines on revenue sharing agreements Webinar - Password: GGd2*ciz
Collaborative for Frontier Finance
2022
Term Sheet Template for seed and series A (Southern Africa)
Written from founder friendly point of view
Applicable to Southern Africa
Digital Collective Africa
2021
Term Sheet Template for seed and series A (Southern Africa)
Term sheet presentation by Endeavour
Digital Collective Africa
2021
Term Sheet Template for Venture Capital (USA)
VC Term sheet helpful if arising from US based LP
NVCA
Term Sheet Template for Venture Capital (Europe) - document in French
VC Term sheet helpful if raising from European investors
Galion
Valuation guidelines
High-quality, uniform, globally-acceptable, best practice, principles-based valuation guidelines for PE/VC
IPEV
2022
Working capital analysis for portfolio companies
Part 2 of Post-Investment Value Creation Webinar above on working capital analysis. Webinar - Password: I!@KKwX0
Redleaf
2022
Post investment value creation
Part 1 of Post-investment value creation. Webinar - Password: Xfs6+YcP
Redleaf
2022
Value Creation: Scaling non-financial support to portfolio companies
Webinar - Password: v^W35LP9
UnCap
2022
Portfolio Company Metrics Template
Reporting portfolio company metrics for buyout and growth equity funds
ILPA
Capital call and Quarterly reporting standards
Minimum level of periodic disclosure expected from GPs
ILPA