EEE 4653 CORE MAIN QUESTIONS AND ANSWERS
SET A+
✔✔Capital Efficiency
(Key Qualitative Valuation Factors) - ✔✔-Number Investment Rounds
-Ratio Total Capital to Revenue Projection
✔✔ Major Components or Elements (Terms Sheet) - ✔✔-Investment "Pricing" (the
numbers)
-Corporate "governance" document parameters
-Investment business fundamentals & responsibilities
-Future investor & equity rights
-Overall Board governance & voting
-Fully diluted Capitalization Table
✔✔Corporate "governance" document parameters (Terms Sheet) - ✔✔Equity Security
Details to be reflected in the Articles of Incorporation (for C-Corp) or Operating
Agreement (for LLC)
✔✔Overall Board governance & voting (Terms Sheet) - ✔✔Details "Type Security"
entitled to vote on Specific Actions
✔✔Investment "Pricing" (Offering Terms):
(Terms Sheet) - ✔✔-Participating Investors & Amounts Listed
-Amount Capital Raised
-Pre-Money/Post Money Valuation
-Stock Option Pool
-Fully Diluted Capitalization Table
✔✔Corporate "Governance" Documents:
(Terms Sheet) - ✔✔-Dividends
-Liquidation Preference
-Voting Rights
SET A+
✔✔Capital Efficiency
(Key Qualitative Valuation Factors) - ✔✔-Number Investment Rounds
-Ratio Total Capital to Revenue Projection
✔✔ Major Components or Elements (Terms Sheet) - ✔✔-Investment "Pricing" (the
numbers)
-Corporate "governance" document parameters
-Investment business fundamentals & responsibilities
-Future investor & equity rights
-Overall Board governance & voting
-Fully diluted Capitalization Table
✔✔Corporate "governance" document parameters (Terms Sheet) - ✔✔Equity Security
Details to be reflected in the Articles of Incorporation (for C-Corp) or Operating
Agreement (for LLC)
✔✔Overall Board governance & voting (Terms Sheet) - ✔✔Details "Type Security"
entitled to vote on Specific Actions
✔✔Investment "Pricing" (Offering Terms):
(Terms Sheet) - ✔✔-Participating Investors & Amounts Listed
-Amount Capital Raised
-Pre-Money/Post Money Valuation
-Stock Option Pool
-Fully Diluted Capitalization Table
✔✔Corporate "Governance" Documents:
(Terms Sheet) - ✔✔-Dividends
-Liquidation Preference
-Voting Rights