Planning: Pitch Deck
Capital: Seed and F&F
Product: Launch MVP
Target Customer
Team: Initial Hires

Planning: Annual Goals
Capital: Series A-B
Product: Version 1
Sales: Integrate Marketing
Team: Key Functions

Planning: Strategic Plan
Expansion: Markets & Capital
Product: Segmentation
Systems to Scale
Sales Leads & Middle Management

Planning: Staging for M&A
Capital: Debt vs. Equity
Product: Expand/Retire
Executive Comps & Incentives
Team: Succession Plans

Timing: When to Sell
Banker: Who to Select
Presenting: What to Say
Price: How to Set Value
Terms: How to Structure

5-by-5

01

Startup

02

Early Stage

03

Mid Stage

04

Mature

05

Acquired /
Merged

Let’s Talk About You And Your Business

The Biz Doc is available through Bet David Consulting