Webinar
Westwood Ventures Fund 5 - Deal Evaluation Masterclass
Join us for an on-demand webinar to learn about Westwood Ventures, Alumni Ventures’ UCLA-focused venture capital fund. In this session, you’ll discover how to evaluate a deal, walk through the process our own investment team uses to invest in promising startups and learn how you, too, can invest in startups like this.
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Post Webinar Summary
The presentation by managing partner David Beazley and colleagues Mike and Lucas offers a comprehensive overview of Alumni Ventures’ venture capital approach, focusing on venture capital as an asset class and the firm’s investment process. They start by defining venture capital’s role in financing high-growth startups and emphasizing its potential for outsized returns compared to public markets. Throughout, they provide insights into the rigorous investment evaluation process, including their proprietary scorecard, which assesses factors like investor lead quality, company demand, business model, and team experience. The scorecard also evaluates competitive moats and execution abilities to ensure investments meet AV’s high standards. The speakers highlight AV’s accomplishments, such as being named the most active VC in the U.S. and among North America’s top 20 by investment performance, and describe syndication opportunities available to fund investors, emphasizing a hands-on partnership approach in building transformative companies.
During the session, we will discuss:
- HomeDetermining if a prospective deal fits in with your overall diversification goals
- HomeUnderstanding the time horizon of venture investments
- HomePerforming due diligence and reviewing the typical types of materials available in a deal
- HomeWeighing some of the challenges, key risks, and how to factor into the ultimate decision
- HomeTracking companies after investment and the purpose of portfolio monitoring
- HomeMore details about Westwood Ventures
About Alumni Ventures
Top 20 VC Investors in North America (2024)
#1 Most Active Venture Firm in the U.S. (2023)
#1 Most Active Venture Firm in the U.S. (2022)
World's Most Innovative Companies (2022)
Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.
About your presenter
David has played a leading role in many aspects of the VC investment cycle: structuring transactions as a fundless sponsor, improving operations as a consultant, leading management teams as a CEO, evaluating opportunities as an investor and advisor, and selling companies as a licensed business broker. Previously, he founded Synergy Financial, a private capital and consulting firm for entrepreneurs, PE professionals, and family offices. He started his investment career as a professional advisor managing millions in assets. David has undergraduate and graduate degrees from Northwestern and played for the two-time Big Ten Championship Northwestern Wildcats Football Team. He serves on the NUvention and Kellogg Entrepreneurial Center Advisory Boards.