Due Diligence for Angel Groups

Does your Angel Group need help evaluating a potential investment opportunity? We can assist by conducting Due Diligence and creating Deal Memos on early stage investment opportunities.

As experienced leaders in the Angel investing space, we are familiar with the work required to perform thoughtful Due Diligence on early stage companies. Kelsey August, Founder of DealFlowNow, is a serial entrepreneur and super angel investor with over 7 years of experience on the Investment Committee for the Central Texas Angel Network (CTAN). In that role, Kelsey played a vital role in Due Diligence work that helped secure tens of millions of dollars for dozens of companies. Kelsey also served as the Board Chair of CTAN from 2019-2022.

Victoria Dominguez-Edington, Director of Operations, brings to the table several years of experience running and managing an Angel Group. As Program Director of CTAN, Victoria led and participated in the Due Diligence process. She played a key role in the creation of Deal Memos for Startups seeking funding from Investors.

Our deep understanding of the Angel investing space enables us to supplement and streamline the Due Diligence process . Let us take the headache out of evaluating startups for your Angel Group.

What is included in the Deal Memo?

Our Standard Deal Memo examines the company in detail by looking into 6 key areas of the business. We then produce a comprehensive report that is approximately 20-25 pages long that outlines our findings after evaluating the venture. It typically takes an average of 10 business days to complete.

The Deal Memo opens with an Executive Summary of the overall investment opportunity. The following 6 areas will then be investigated by our team in collaboration with the executive team of the company:

  • Team
  • Product & Technology
  • Competition
  • Market Opportunity & Sales Strategy
  • Exit Potential
  • Financials

Once the Deal Memo is completed, we can also feature the startup’s raise on the DealFlowNow platform, which gives them free visibility to other potential Investors around the United States.

What if we don’t need a full Deal Memo written?

No problem! If your group does not need a comprehensive Deal Memo, we can still assist by examining a specific aspect of the venture for you.

Often times, there is enough interest in a deal to warrant further Due Diligence within an Angel Group, but that interest means nothing if there are not enough volunteers to actually complete the work of bringing the Deal Memo to life. We have the background and expertise to fill in those gaps to ensure the Deal Memo is produced so that the right deals aren’t missed due to lack of participation.

Need a fractional Due Diligence officer? We can step in and supplement your group’s Due Diligence efforts.

Want to learn more?

Reach out to our Expert Team today!

Our Team

Kelsey August

Chief Executive Officer

DealFlowNow is the brainchild of Kelsey August, Past Chair of the Central Texas Angel Network. During her time at CTAN, she served on the Investment Committee and played a vital role in Due Diligence that helped secure tens of millions of dollars for dozens of companies. Kelsey now has 40 active companies in her portfolio. DealFlowNow is her latest contribution to the startup ecosystem. Plus, she uses it to select her startup investments as well as help her current portfolio companies raise their next rounds.

Victoria Dominguez-Edington

Director of Operations

Victoria Dominguez-Edington is the Director of Operations for DealFlowNow. Previously, she served the startup community as the Program Director for the Central Texas Angel Network. In her role, Victoria led and participated in the Due Diligence process. She played a key role in the creation of Deal Memos for Startups seeking funding from Investors. Victoria also managed the planning and execution of Funding Cycles for Startups to secure funding from Investors. Victoria was featured as a 2022 SXSW Mentor.

Camron Matschek

Camron Matschek built the DealFlowNow platform and handles all of the behind the scenes technical work required to operate our platform. Camron also serves as the Chief Operating Officer of Monroe & Weisbrod, holds the position of Chief Technology Officer at On the Dot Global, and has built and run numerous tech projects from the ground-up including VidHealth, Hourglass.md, and vStaff.