Investors-> Amplify Deal Flow & Enhance Deal Quality
​8-Hour Flash Sale - Ends Today (Tuesday) 5PM EST
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This Deal Flow Velocity Suite is designed for:
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• Experienced Startup Investors (Angels, VCs, Emerging Managers, GPs, HNWI Wealth Managers, M&A Pros, Investment Bankers, PE Fund Managers, & Finance Pros) who want to broaden access, amplify startup/investment deal flow velocity, and enhance deal flow quality.

• Those New to the Startup Investing World (Non-Accredited Investors) who want a well-defined trajectory and comprehensive foundation of tools to fast-track their entry into the investing world.

But let's first take a step back to make sure we have a few concepts down pat...

What exactly is Deal Flow?

Deal Flow or Deal Sourcing is a term used by investors to describe the rate in which business proposals and investment pitches are being received. Deal flow is the foundational life-blood of every investor. Deal flow velocity impacts the range and volume of potential deals while deal flow sources often determine the quality of investment opportunities that an investor is exposed to.

What exactly is Deal Screening?

Deal Screening is the processes of evaluating a potential investment fit with a given investor or investment fund.

We use deal screening to FILTER OUT investments that are not aligned with our investing goals/preferences.
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A simple deal screen criteria might be:
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• Philosophical / Investment Thesis Fit (does the startup fit snuggly into the category that we are looking to invest in?)
• Industry / Sector Preferred (does the startup fall outside of our industry/sector preference?)
• Investment Stage (Is the startup CURRENTLY in a preferred investment stage- idea, series A, B,C, D, etc.?)
• Location (are there specific areas of the country/world that we are most comfortable investing in?)
• Lead Investor Quality (Sequoia vs an Inexperienced Angel Investor)
• Deal Source / Quality (where did this startup introduction come from- trusted partner, cold outreach, web-based content?)
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​What exactly is Due Diligence?
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Due Diligence is defined as an investigation of a potential investment to VERIFY critical facts. These facts can include such items as financial records, past company performance, plus anything else deemed material. It follows that due diligence can often be both a time and labor intensive process.

Integrating the first three stages of our deal flow together [Sourcing + Screening + Due Diligence], we can now visualize how a typical investment process might unfold, from initial sourcing stages all the way to an exit...

What are the best sources and methods to establish a robust/quality deal flow ecosystem?​
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• [bilateral] Professional & Extended Network (associates, co-investors, Linkedin connections & followers)
• [inbound] Industry Expertise Content Creation (Linkedin, website, insights, whitepapers, tools, access)
• [bilateraI] Investment Bankers / Attorneys / Entrepreneurs / Consultants / Accountants ​
• [inbound] Newsletters (Beehiiv, SubStack, ConvertKit)
• [bilateral] Angel Groups / Accelerators / Incubators / Startup Competitions
• [outbound] Startup Platforms (Harmonic, Gust, AngelList, MicroVentures, StartEngine, OpenVC, Republic)
• [outbound] Data Aggregators (CrunchBase, DealRoom, PitchBook)

Now that we've covered a few critical investing fundamentals, we can get more specific about today's flash sale...

Here is what the Deal Flow Velocity Suite contains:

Complete Angel & Non-Accredited Investor Starter Bundle

-> How To Become an Angel Investor Guides (PDFs)
-> The 5 Best Investing Platforms (Syndicates / Funds) for Non-Accredited Investors (Excel)
-> The 7 Best Investing Platforms (Syndicates / Funds) for Accredited Investors (Excel)
-> The 20 Best AngelList Syndicates (Accredited Investors Only) (Excel)
-> Targeting Startup Founders on AngelList

For new investors, the following definitions will help:

Angel Investors: Are typically wealthy private investors focused on financing startups in exchange for equity. Unlike a venture capital firm that uses an investment fund, angels invest their own money.

Angel Syndicate: Groups of angel investors that manage deal flow, due diligence and transactions on behalf of an angel investor network. Angel syndicates function to reduce risk and improve deal sourcing efficiency.

Accredited Investor: a person or entity that is allowed to participate in investments not registered with the SEC. These are typically high-net-worth individuals and companies with the means and experience to trade private, riskier investments.

Angel investors must meet at least one of these criteria (this is an abridged list as there are additional criteria):

• Earned income of more than $200,000 (or $300,000 together with a spouse) in each of the last two years and reasonably expects to earn the same for the current year.

• Has a net worth over $1 million, either individually or together with a spouse (excluding the value of a primary residence).
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​Non-Accredited Investor: an individual who does not meet the above income or net worth requirements.
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Venture capital, hedge funds, and angel investments typically require investors to be accredited.

There are, however, a myriad of online platforms (crowdfunding/co-investing) and angel groups that allow non-accredited investors to dip their toes into startup investing.

I am including a list of recommended platforms that cater to BOTH accredited and non-accredited investors in the Deal Flow Velocity Suite.

Amplified Deal Flow / Deal Sourcing Velocity Bundle

This is the first of two deal flow velocity enhancing sections.

This first section contains a do-it-yourself list of sources.

We map out over 100 online platforms that contain a wealth of potential startup investments.

-> 100+ Deal Sourcing Platforms [Access to Over 165,000 Potential Startup Deals]
-> 20+ SaaS Founder Sources [Access to Over 135,000 Startup Founders]

Deal Screening Optimization Bundle

We include three resources to assist in SCREENING your target startup companies:

-> Deal Screening Worksheet (Excel)
-> Deal Screening Investment Evaluator (PDF)
-> Venture Capital Deal Screening Selection Process Overview (PDF)

Due Diligence / Deal Evaluation Bundle

As we mentioned before, the due diligence stage in investment analysis is arguable the most time intensive. As such, we've included a wealth of resources to help optimize and streamline this process.

Here are the contents:

-> Due Diligence Full Assessment Workbook (Excel)

-> Due Diligence Checklist (Excel)
-> Due Diligence Startup Scorecard Workbook (Excel)
-> Due Diligence Mergers and Acquisitions Template (Excel)

Amplifying Deal Flow Through Linkedin

Linkedin has proven for me to be a treasure trove of startup deals.

Besides developing a large base of followers (108,000+), my Linkedin profile has become a self-perpetuating magnet of INBOUND deal flow.

I receive, on average, 10-20 deal pitches per day with my assistant filtering out and presenting to me the highest quality prospects.

• 85% of my Linkedin deal flow comes from Inbound mechanisms
• 15% of my Linkedin deal flow comes from outbound or direct outreach initiates.

My emphasis is on teaching everyone how to use Linkedin the same way I utilize the platform.

Here is what is included in this Linkedin optimization portion of the deal flow suite:

-> Inbound-Centric Linkedin Deal Flow Mechanisms
-> Top 18 Linkedin Inbound-Centric Investors to Learn from and emulate
-> How to efficiently identify the right Startup Founders and Executives using Linkedin Sales Navigator

Targeted Startup Data Bundle

The second Deal Flow Velocity enhancing section is done-for-you.

No searching required - you receive an instant download of all the startup data.

I sourced a significant portion of this data specifically for this flash sale (which means the data is fresh/new).

Here is the data included in this Investor Deal Flow Velocity Suite:

• 1,300+ Recently Financed Startups
• 1,500+ Early Stage Money Making SaaS & Micro-SaaS Companies
• 2,000+ Artificial Intelligence Startups
• 2,500+ Startup Accelerators & Incubators
• 4,000+ Y-Combinator Startups
• 4,000+ Angel Investors
• 4,500+ SaaS Funded Database
• 100+ Key Tech Startups Raising Money in 2023
• 30,000+ [Class B] SaaS Company Database
• 500+ Angel Investing Groups, Angel Syndicates, & Networks

15+ Mb of Total Data

That's INSTANT access to almost 50,000 Discrete Startup Records.

Optimized Deal Flow Software Recommendations

-> Recommended CRM Systems for Managing and Accelerating Deal Flow
-> Recommended Portfolio Management Software
-> Recommended Angel Investing Group Management Tools

How to Purchase a SaaS or Micro-SaaS Company

-> How to Value a SaaS Business
-> The Ultimate Guide to Buying a SaaS
-> The Ultimate Guide to Selling a SaaS
-> Where to Buy Micro-SaaS Companies
-> Why Buy a SaaS Company

Venture Capital Fundamentals and Fund Deck Bundle

For those who are interested in the Venture Capital side of investing, I'm including a database of VC funds that raised over $500M from LPs.

I'm also including a Fundraising VC deck template to use for those interested in starting their own fund.

Additional resources include:

-> How VCs Make Decisions
-> Fundamentals of Venture Capital

Value Added Resource Bundle For Your Portfolio Companies

A common way to attract high-quality deals is by offering value added services in addition to capital.

I am including these resources that will help accelerate your startup companies' growth:

-> SaaS MRR/ARR Growth Accelerant (Excel)
-> Startup Content Article Writing Checklist (Excel)
-> Ultimate List of Over 1,000 Startup Growth Hacks (Excel)

To sum up, here's everything included in the Deal Flow Velocity Suite:

• Complete Angel & Non-Accredited Investor Starter Bundle
• Deal Screening Optimization Bundle
• Amplified Deal Flow / Deal Sourcing Velocity Bundle
• Deal Screening Optimization Bundle
• Due Diligence / Deal Evaluation Bundle
• Amplifying Deal Flow Through Linkedin Bundle
• Done-For-You Targeted Startup/Founder Data Bundle (50,000+ Instant Download Records)
• Do-It-Yourself Database of 120+ Deal Sourcing Platforms (Access over 250,000 Potential Startup Investments)
• Optimized Deal Flow Software Recommendations
• How to Purchase a SaaS or Micro-SaaS Bundle
• Introduction to Family Office Investing
• Venture Capital Fundamentals & Fund Deck Bundle
• Value Added MRR/ARR Growth Resources For Portfolio Companies

The suite has a total of 70+ Files (30 Excels) and has 110+Mb of Content

Investing success starts with deal flow velocity and quality, and I believe this suite provides the absolute best spectrum of resources and tools to enhance both.

The Stripe Discount Code for today's 85% off our Deal Flow Velocity Suite is: 85OFFVELOCITY

The purchase link is here: ​https://tinyurl.com/buy-velocity-suite​

Today’s Flash Sale ends today (Tuesday) at 5:00 PM (EST)​
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Cheers,
Brian Ortiz | CEO Falcon Scaling
optimize@falconscaling.com
​https://www.linkedin.com/in/brianvortiz​
108,000+ Linkedin Followers
PH. 646.389.3259 | www.FalconScaling.com
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