Confluent Global

​INVESTconnect Pre-Screen

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​Thank you for your interest in being considered for an introduction to our investment partners.
 
Below is a 17-point checklist that will help Confluent Global understand your venture’s potential viability, investment readiness, and alignment with likely investors' interests. It is not expected that you will hold information for all points.  Where you are not able to answer any items, please provide a brief reason. Taken together, your feedback will help us determine whether your product or service is a good fit for members in our network of partner investors that seek financially and sustainably promising investments. 

At this stage, please do not send documents such as market assessments, business plans, feasibility studies, etc. Rather, we kindly ask that you focus on providing brief replies to each point below. 
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Please send your feedback to [email protected]

We look forward to continuing the conversation!

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1.  Identifying Information

• Legal Business Name 
• Trade Name / Commercial name / "Doing Business As"
• Country and address
• Names and contact information of owners & managers
• Business website

2.  Business Model & Sustainability Value Proposition

• What is your core product or service?
• What does the supply chain for your venture look like, eg,,  do you have a list of suppliers from the source to your facility?
• How does your startup contribute to sustainability, carbon reduction, or resource conservation or other sustainability challenges.
• How would you describe your unique value proposition?
• Do you have a business plan? 

3.  Market Opportunity & Trends

• What is the geographic focus, size and growth potential of your target market?
• Who are your actual or potential primary competitors, and what sets your offering apart?
• What is the expected demand for your solution in your target markets?
• How have you validated the market need for your product or service?

4.  Traction & Milestones

• What key milestones have you achieved so far (e.g., revenue, customer acquisition, partnerships)?
• Can you provide evidence of likely customer interest or validation (eg, current user/customer base, and what is your growth rate)?

• Have you adopted or are you planning to adopt sustainable practices  your operations and supply chain?
• Do you have or are you planning to attain certifications or evidence of your commitment to sustainability (e.g., B Corp, other)?

5.  Team Credentials

• Who are the key members of your team, and what relevant experience do they bring, including in sustainability?
• Do you have a diverse skill set and a balanced team to execute your business plan?

• Are there any external experts, advisors or mentors associated with your startup?

6.  Technology & Intellectual Property

• Do you have any proprietary technology or intellectual property?
• Are there any technical challenges or barriers to entry in your target markets?

7.  Revenue Model & Financials

• How would your solution make money, and what is your pricing strategy?
• What are your current and expected financials (revenue, expenses, profitability)?
• What are your projections for the next 3-5 years​

8.  Funding Needs & Alignment

• How much capital are you seeking, and what will the funds be used for?
• Are you open to different types of investment (e.g., equity, convertible notes)?
• What is your valuation or the terms you're offering to investors?​

9.  Social & Ethical Considerations:

• How does your startup address social and ethical considerations, such as fair labor practices and community engagement?
• What is your internal approach to corporate social responsibility?​

10.  Risks & Challenges

• What are the main risks and challenges your startup faces?
• How do you plan to mitigate these risks?

11.  Impact Measurement & Reporting:

• How do you, or plan to, measure and report the environmental and social impact of your business?
• Are you committed to transparency and accountability in your sustainability efforts?

12.  Legal & Regulatory Compliance

• Are there any legal or regulatory issues that could affect your business?
• Are there any pending or potential lawsuits or disputes against your company?

13.  Market Trends & Competitive Analysis

• What do you expect are the current and future trends in your industry?
• How will you adapt to changes in the market and stay competitive?

14.  Customer Acquisition & Marketing Strategy

• What is your strategy for acquiring and retaining customers?
• How do you plan to scale your marketing efforts?

15.   Exit Strategy

• What is your long-term vision for the company, and what is your potential exit strategy (e.g., acquisition, IPO)?
• How do you plan to generate returns for investors?

16.  References & Due Diligence

• Do you have references from current, past or potential investors or partners?
• Do you feel ready for due diligence and transparency from potential investors?​ ​

17.  Elevator Pitch

• Can you summarize your startup solution in a brief and compelling elevator pitch?

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