Conceptual Phase

• Determine need for capital, determine timelines, analyze use of funds, project future capital needs and valuation drivers, and investigate key value drivers at possible exit
• Define and implement business development strategy, goals, and deal execution
• Research markets and product/brand differentiation and positioning
• Analyze Strengths / Weaknesses /Opportunities / Threats (SWOT analysis)
• Develop methods for tracking competitors and markets

Startup Phase

• Build a sales strategy including channel selection, sales processes, sales force development, alignment with revenue targets, funnel strategies, and pipelining/forecasting
• Review financials to confirm or challenge assumptions and estimates, make sure numbers “make sense,” and ensure alignment with company goals
• Work with management team to review plans, milestones, fund raising strategy, pitch presentations during venture capital (VC) fund raising

Growth Phase

• Determine revenue and growth goals, and help set actionable plans to achieve goals
• Work with product development teams to ensure development is in alignment with marketing
• Review project plans focusing on prioritization, alignment to goals/objectives, and accuracy

Mature Phase

• Perform company diligence and investigation