For Corporate Venture Capital (CVC), the document list typically required includes:

 

1. Investment Thesis:

• A document outlining the strategic rationale for the CVC fund, including target industries, types of companies, and investment criteria.

 

2. Market Research:

• Analysis of market trends, industry landscapes, and competitive dynamics to identify potential investment opportunities.

 

3. Business Plan:

• A detailed business plan for the target companies, including their value proposition, business model, market analysis, and growth strategy.

 

4. Financial Projections:

• Projected financial statements for the target companies, including income statements, balance sheets, and cash flow projections for the next 3-5 years.

 

5. Due Diligence Checklist:

• A comprehensive checklist of documents and information required for thorough due diligence on potential investment opportunities.

 

6. Investment Memorandum:

• A formal document that summarizes the investment opportunity, highlighting key aspects such as the business model, market potential, competitive advantages, and exit strategies.