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Investor Connect Podcast

Investor Connect is for investors interested in learning more about investing in startup and growth stage companies. Experienced investors share their experiences and advice with those who are considering an investment into startups and growth companies. It includes a podcast series of interviews with investors to inform others about the process of funding startups as well as a resource list and a discussion board.  

Topics include sourcing, analyzing, and researching companies. Other topics include valuations, terms Sheets, board of directors, board of advisors, due diligence, syndicates, venture capital, angels, angel networks, family offices, crowdfunding, exits, and more.

Investor Connect is a community program. We welcome your suggestions for speakers and topics which you can send to us through the Contact page. No registration is required to use the resources.  Discussion boards are available to post and answer questions about startups and growth company investing through which registration is required.

Investor Connect is a program under the Texas Open Angel Network which is a 501(c3) non-profit dedicated to the education around startup funding.

Disclaimer: Hall T. Martin is the Director of Investor Connect which is dedicated to the education of investors for early stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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  2. Startup Funding Espresso -- How to Perform Diligence in a Group

Startup Funding Espresso -- How to Perform Diligence in a Group

Jul 28, 2022

Startup Boards -- How to Perform Diligence in a Group

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

In performing due diligence in a group of investors, it helps to assign roles and responsibilities.

There are three phases to diligence:

  1. Documentation diligence
  2. Team diligence
  3. Domain diligence

The lead investor should take the three steps and assign each of these to one person or group.

Assign the first team to review the key documents and write a short report on what the company has and if there are any discrepancies with the submitted documents.

Assign the second group to review the startup team. Meet with the team, assess their skills, and write a short report.  In most cases, you’ve heard the CEO pitch, but it’s important to understand the CEO’s skills set, including what is there and what is not.  

Assign the third group to research the competition. The group should check the positioning of the company in the marketplace.

Identify the value proposition and how well it resonates with customers. 

Look at their pricing compared to the competition.

Check the industry to see the conditions in which it will grow or decline.

Remember to write down in one document the findings to share with others.

The lead brings the group together to review the results and check any red flags. 

Shared documents and folders make this step easier.


 Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
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