Webinar
Masterclass Live! The Art of Evaluating a Deal
Watch an on-demand presentation hosted by CIO’s Mark Edwards and Andy Ervin. In this session, you will discover the framework our team uses to evaluate promising startups, walk through the process, and learn how you, too, can invest in startups just like this through Alumni Ventures.
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Post Webinar Summary
In a webinar by Alumni Ventures, Andy Irvin, Deputy CIO, and Mark Edwards, Chief Investment Officer, discussed the art of evaluating venture deals. They outlined Alumni Ventures’ focus on providing investment opportunities for individual investors through diverse alumni and focus funds. The presentation emphasized a structured approach to evaluating venture deals using a scorecard that assesses deal dynamics, lead investors, execution, and the management team. They highlighted the importance of strategic partnerships, customer demand, and leadership qualities in their investment process.
During this session, we discuss:
- 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 those into the ultimate decision
- HomeTracking companies after investment and the purpose of portfolio monitoring
- HomeMore details about Alumni Ventures
Alumni Ventures is America’s largest venture capital firm for individual investors.
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 presenters
Mark Edwards is the Chief Investment Officer at Alumni Ventures. A seasoned private equity executive who was an early investor in AV, Mark has served on the investment committees of Green D Ventures and Spike Ventures since inception. Mark has over 20 years of direct investing experience, having served in leadership roles at Five Peaks Capital Management, JLL Partners (~$4B of capital under management), and DLJ Merchant Banking Partners (~$10B of capital under management). He holds an AB with honors from Stanford University and an MBA with distinction from Tuck (Tuck Scholar).
Andy is Deputy Chief Investment Officer at Alumni Ventures, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group and began his career as an actuary at the Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.