Colle Capital Meet Prep PDF

DISCLAIMER: It’s a sample rough sketch of a meet prep. It does not resemble the actual data. It only includes a few points for reference. Actual meet prep may vary. Rough sketch aims to give you a basic understanding of requirements and allow you to think in th...

DISCLAIMER: It’s a sample rough sketch of a meet prep. It does not resemble the actual data. It only includes a few points for reference. Actual meet prep may vary. Rough sketch aims to give you a basic understanding of requirements and allow you to think in that direction. Colle Capital Meet Prep Overview of the fund: Colle Capital Global, an opportunistic, _________________. Managers have completed deals in various verticals and across all capital structures. While tend to ____________________________________FinTech es pay special attention to f______________________ About investor : https://www.linkedin.com/in/__________________________ ad _______________is a Principal of Colle Capital Partners LP Tr __________Colle from BlackRock where he served as an Investment Strategist. He was recognized with the BlackRock Principles Award for Innovation for his work in developing new predictive portfolio performance modeling and allocation optimization techniques n as well as for making significant strides in process automation. Ze Investor & Partner:______________ p Key Information re Founded Dec 15, 2015 tP Headquarters Greater New York Area, East Coast, Northeastern US ee Team Size 9 partners and 18 advisors in the firm Fund Information M Number of investments 7 e Number of funds / Last Fund Sample data pl Total Amount Raised Sample data m Investor information Sa Investment Rounds Done by Doug Cheque Size Sample data Top 3 Verticals (by overall Investment) Software,AI , SaaS Highlighted Investments / Unicorn Investments Recent Activity 4 investments in last 1 year Investor Education Background —--- —-------- —------ —------ —------ es Experience ad n Tr Ze p re tP ee M e pl m Sa  What could work? Looking at the recent investment i____________________________________ ____________ ________________ Recent Investments by Colle Capital es ad n Tr Ze p re tP ee Few Related Investment AI Related is the common theme 1: Breed M e pl m Sa 2: Ema Sample data 3: Seam Ai es Sample Data ad n Tr 4: Raiven: Procurement,Supply Chain Platform Ze Sample Data Part of pitch that we should definitely focus on would be: Position ourselves as a CoPilot first company and p talk about how AI is solving the core problem of the industry, can mention about specific data layer and re training our own model. tP Based On below meetings : We can focus more on Data and Future Scope of the Trained model by highlighting data generation source like at what time search , invoices generally get created , Conversion Rate , Company A vs B internal charges and success parameters of one business to another business , Tracking past data and ee recommending Suggestion while a technician gets M https://www.youtube.com/watch?v=QbzjKI3g3ec Advice to Emerging Fund Managers: Doug Benowitz: Principal at Colle Capital Partners e Doug Benowitz discusses emerging sectors in hardware, particularly in medical technology, and offers advice for pl emerging fund managers on differentiation and portfolio construction. m Combining data from multiple sensors can create new insights that enhance diagnostics and monitoring, showcasing the impact of AI in healthcare and beyond. Sa https://www.youtube.com/watch?v=4kOrwKbVqks Building Community. Working at Blackrock, & Investing in Tech Co Capital’s structure allows them to tap into a wealth of expertise. demonstrates that successful venture investing relies heavily on strong networks and partnerships. Doug advises emerging managers to prioritize building a supportive community and network, emphasizing that initial funding often comes from personal connections. By understanding their clients’ needs and optimizing their offerings, asset managers can differentiate themselves in a crowded market, which is crucial for long-term success. Can include other data as per your understanding. Above notes are sample notes. May vary from actual data es ad n Tr Ze p re tP ee M e pl m Sa