Swiss Angel Investment Handbook – Resources

Templates and checklists for all the busy entrepreneurs

Here’s the complete set of the same templates and checklists our investors use in their daily operations. If you can’t find the time to read our Handbook, grab these useful checklists!

Business Model Canvas Financial Planning Due Diligence Checklist IP-Checklist

How does a startup plan to earn money?

The answer to this should be described in the business model.

The Business Model Canvas relies on a systematic simplicity to describe, design and challenge a business model using just a one-pager guided by the same principles as the business plan document (detailed in section 3.6). The guiding questions will help you with your first draft, then it’s your turn to choose what’s more important for your business.
Useful to detect «blind spots»!

Business Model Canvas as PDF / Google Spreadsheet – page 42 Figure 3.1.1.
Business Model Canvas with Guiding Questions as PDF – page 44 Figure 3.1.2.

Under the image: The concept for this tool was developed and made widely known by Alexander Osterwalder, founder of the Swiss company Strategyzer

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Financial Planning

As a founder, keeping control over your expenses and cash liquidity is king! That’s why we provide this spreadsheet so you can be on top of your financial planning.

Chapter 5 of the Swiss Angel Investor Handbook explains how financial planning works.

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Due Diligence = preventing fraud = properly assessing the risk of an investment

The SICTIC Due Diligence Checklist will help you carefully check company documents and claims made by a company’s management.

More details on the pages 197 to 203 in the Swiss Angel Investor Handbook.

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Intellectual property

The core value of technology startups is most often intangible work.
When investing into a startup, it must be ensured that all relevant intellectual property rights including the source code of the software, relevant data, trademarks, designs, patents, domain names, trade secrets, and confidential information actually belong to the company.

The IP-Checklist for angel investors by Oliver Staffelbach is a basis for the assessment of the know-how rights the startup owns.

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