Connecting Family Offices with compelling opportunities to invest directly in ventures
Ventures with high potential to successfully scale and deliver strong returns
De-risked through rigorous due diligence
Our Services
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We source ventures and co-investment opportunities from our well established and large network of relationships across Family Offices, High Net Worth individuals and VCs.
Our focus is primarily on Series A+ funding rounds.
Deals are sourced from both North America and Europe.
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Each venture we review is put through a comprehensive and rigorous due diligence process. This includes:
Leadership team background and experience
Product market fit
Size of addressable market
Competitive advantage
Go to market strategy
Key business metrics (eg churn, NRR, CAC)
Financial performance and projections (P&L, Balance sheet, Cash flow)
Business operations
References
Corporate and legal status
Due diligence can be provided on a standalone basis for clients who have sufficient deal flow but lack the capacity to filter and qualify the best opportunities.
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Venture opportunities are either talked through as a presentation and/or submitted as a memo according to clients’ preferences.
This commences with the key facts about the financing round so the terms are understood.
A clear and concise analysis then follows of the problem being solved, market dynamics, solution benefits, traction and financial projections.
Presentations conclude with a returns modelling and the key risks.
Further due diligence follows if the client has questions during the presentation.
Clients decide whether to progress to a meeting with the company or pass on the opportunity.
We facilitate meetings between clients and companies and communicate client decisions on whether to make an investment or not.
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Where clients have proceeded to engage with ventures and decided to invest, we produce periodic reports collating the ventures’ updates.
If clients have taken significant stakes in ventures, we will act on their behalf to challenge ventures’ growth strategies in order to minimise clients’ risks.
About our company
LIS Direct Ventures was founded 5 years ago after I’d had a successful career as a Procurement Executive working for large corporate multinationals.
Having made a number of personal investments directly into companies, I set out to combine my interest in ventures with the market research and supplier due diligence skills built up over my career into a service providing Family Offices with access to qualified deal flow.
The success of this approach is reflected in the long term relationship established with a single Family Office based in Florida, US.
Client Testimonial
‘As a small Family Office we struggle to commit sufficient time to assessing deals. Using Mark as our gatekeeper gives us assurance that the only deals we look at are high quality ones aligned with our interests. His network has provided us with access to some very interesting deals we would never have come across.
His due diligence of opportunities is very thorough. We always feel the risks and potential returns are clearly laid out for us to make informed investment decisions.
He’s been a great help with our diversification into venture.’
Principal, SFO
Ventures Testimonials
‘It was a real pleasure to work with you. Please accept my kudos for the detailed and highly professional approach which I always appreciate.’
Israeli/US Venture, Medtech
‘We want to extend our appreciation for the meticulous analysis you’ve conducted on our company. You’ve challenged us with questions we’ve not had to answer before.’
US Venture, Fintech
Contact Us
We would welcome the opportunity to have a conversation with you on how we can help you access high quality deal flow and support your due diligence requirements.