The VC Dilemma

The venture capital investment process is complicated and difficult to get right. According to a recent Harvard Business Review report, the failure rate for mergers and acquisitions (M&A) sits between 70 percent and 90 percent. VCs don't invest in companies thinking that they will fail it just works out that way most of the time. VC's are not in the business of funding inventors or inventions, they are in the business of funding fast-growing companies.

There are significant uncertainties in the evaluation and diligence process that will make or break the investment and have long term effects to ROI. The answer to many of these questions can be found on the surface. As a VC, there is not always time nor resources to effectively vet a potential investment opportunity. To be truly successful, it takes an expert that knows where to look and what questions to ask. You won’t be a great investor unless you see things that others don’t see and make bets that others are not willing to make. A recent article in Forbes broke down the most important questions to ask before investing in a startup.​​ 

the OCEO Business Operations Assessment

Idea.png
Process.png

Investment

System.png
Process Circle.png
Accountability.png

OCEO System

Process.png
ROI.png

ROI

  • Financial review

  • Strategy validation

  • Technology (roadmap)

  • Marketing to lead (pipeline)

  • Lead to quote​

  • Quote to cash

  • Cash to implementation

  • Implementation to customer success 

  • Retention (customer & revenue)

  • Regional performance (GEO's)

  • Staff operations

  • Employee engagement

  • Reporting & dashboards

Operational

Assessment

Comprehensive assessment of the business, its leadership and operational execution

$5,000

Assessment Toolkit & Report

Complete package of tools and templates for the assessment and a final summary report

Included with assessment

Briefing & Recommendation

Mtg with investment team including the review of the assessment report and recommendation

$1,000

The VC Dilemma

Significant uncertainties in the evaluation and diligence process will make or break the investment and have long term effects to ROI. The answer to many of these questions can be found on the surface. As a VC, there is not always time nor resources to effectively vet a potential investment opportunity. To truly succeed, it takes an expert that knows where to look and what questions to ask. You won’t be a great investor unless you see things others don’t see and make bets others are not willing to make. A recent article in Forbes broke down the most important questions to ask before investing in a startup.​​ 

Pie Chart.png
Screen Shot 2020-07-10 at 9.05.51 PM.png

Significant uncertainties in the evaluation and diligence process will make or break the investment and have long term effects to ROI. The answer to many of these questions can be found on the surface. As a VC, there is not always time nor resources to effectively vet a potential investment opportunity. To truly succeed, it takes an expert that knows where to look and what questions to ask. You won’t be a great investor unless you see things others don’t see and make bets others are not willing to make. A recent article in Forbes broke down the most important questions to ask before investing in a startup.​​ 

Phase 1

The OCEO Business Operations Assessment

Phase 1 - The OCEO Business Operations Assessment

Idea.png
Process.png

Investment

System.png
Process Circle.png
Accountability.png

OCEO System

Process.png
ROI.png

ROI

The OCEO Business Operations Assessment has been used in the due diligence of 20+ acquisitions representing >$10B in deal value. The assessment consists of a deep dive review of every aspect of the business in the following categories.

  • Financial review

  • Strategy validation

  • Technology (roadmap)

  • Marketing to lead (pipeline)

  • Lead to quote​

  • Quote to cash

  • Cash to implementation

  • Implementation to customer success 

  • Retention (customer & revenue)

  • Regional performance (GEO's)

  • Staff operations

  • Employee engagement

  • Reporting & dashboards

Operational

Assessment

Comprehensive assessment of the business, its leadership and operational execution

Assessment Toolkit & Report

Complete package of tools and templates for the assessment and a final summary report

Briefing & Recommendation

Mtg with investment team to review the assessment report and recommendations

Phase 2

The OCEO Business Operations Foundation

playbook business planning.png
change management process tactical execu
report dashboard.png

The Office of the CEO (theOCEO.com) Business Operations Foundation system builds the foundation of a business by establishing strategic and operational plans, core objectives, key performance indicators, and reporting tools that provide visibility and accountability. It is based on the premise "what is measured improves and what is measured and reported on improves faster".

Screen Shot 2020-07-10 at 2.18.26 PM.png

Once the components have been established, they must be communicated and posted in a visible fashion so that the entire team can monitor progress. Employees want to see the company succeed and will rally behind clear objectives. Employees also want to succeed themselves. We are all coin operated and need clear direction to meet and exceed expectations.

Screen Shot 2020-07-13 at 12.09.29 PM.pn

theOCEO Business Operations Foundation is the byproduct of 100's of business reviews in front of a C-level audience. During these reviews, every plan and key performance indicator of the business was reviewed, discussed and defended. The establishment of the OCEO system is difficult to create from scratch. We have the tools, templates, and experience to lead your organization through the process. The system can be applied to businesses of all sizes, industries and stages of growth. Engaging with the OCEO team is straightforward and can be implemented quickly and cost effectively.

The appraisal consists of a deep dive review of every aspect of the business within the following categories. Throughout the review, assignments are captured and plans are established to address challenges within the business. Agendas and templates are provided to lead the team through the process.

Black Circle Badge

1

ASSESS

Diligence Questionnaire

Leadership Kickoff Mtg

Workstream Sessions

Black Circle Badge

2

BUILD

Strategic / Operations Plans

Objectives, KPIs & Owners

Reporting & Dashboards

Black Circle Badge

3

IMPLEMENT

Deliver the OCEO Package

All Hands Presentation

Recommended Next Steps

Operational

Foundation

Complete rollout of the OCEO system including a full week of onsite counseling

Implementation

Toolkit

Complete package of

the tools and templates that enable the

OCEO system

Advisor

Service

In office advisory sessions to ensure the ongoing success of the OCEO system

On-Call

Advisor

Ongoing access to an on-call advisor remotely or onsite on a retainer basis

 

Talk to an Advisor Today

Contact us to speak with one of our advisors. We provide a free consultation to see if theOCEO is a good fit. You can expect absolute confidentiality and we won't drive you crazy with sale pitch emails or phone calls.