Masterclass Live! The Art of Evaluating a Venture Deal
Watch this on-demand episode of our Masterclass Live! series with Alumni Ventures’ Chief Investment Officer Mark Edwards and Deputy CIO Andy Ervin. In this session, you’ll discover how to evaluate a deal, walk through the process our own investment teams use to invest in promising startups, and learn how you, too, can invest in startups just like this through our Syndications Program.
At Alumni Ventures, we believe everyone should have the opportunity to invest in the next big thing. That’s why we’ve created a platform that allows our investors to flex their skills by investing not only in our offerings of portfolios of startups but also in individual syndication opportunities.
See video policy below.
Other topics included:
- HomeDetermining if a prospective deal fits in with your overall diversification goals
- HomeUnderstanding the time horizon of venture investments
- HomePerforming due diligence and reviewing the typical types of materials available in a deal
- HomeWeighing some of the challenges, key risks, and how to factor into the ultimate decision
- HomeTracking companies after investment and the purpose of portfolio monitoring
- HomeEvaluating further details about our Syndications Program and the criteria to qualify
Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.
About your presenters
Chief Investment Officer
Mark Edwards is a seasoned private equity executive who was an early investor in AV and has served on the investment committees for Green D Ventures and Spike Ventures since inception. Edwards has over 20 years of direct investing experience, having served in leadership roles at Five Peaks Capital Management, JLL Partners, and DLJ Merchant Banking Partners. Edwards holds a BA degree with honors from Stanford University and an MBA degree with distinction from the Amos Tuck School of Business at Dartmouth College, where he graduated as an Edward Tuck Scholar. He lives in Darien, CT with his wife, three children, and three Labrador retrievers.
Deputy Chief Investment Officer
Andy is Deputy Chief Investment Officer at Alumni Ventures, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group and began his career as an actuary at the Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.