Community VC Deep-Dive Weekly Newsletter

13 October 2023

Hello folks!

Welcome to edition #19 of the Community VC Roundup 🚀

This edition comes with a fresh coat of paint — we've reimagined our newsletter to serve you better. From insights on startup funding to exclusive talent spotlights, we're delivering you our weekly roundup on all things venture.

Here's What's Brewing at Community VC:

  • Relaunching our digital platforms: Watch out for our updated website and LinkedIn page!

  • We're introducing our blog soon, with a focus on VC educational content.

  • Keep your inboxes ready! We have a brand new mailing list in the works to keep you updated with our top content, including stackrank updates.

  • And speaking of Stackrank, we're in the process of building a new marketplace to elevate your CVC experience even further.

Stay tuned for these exciting announcements!

New to Our Community? 🌟

For those of you who are new here, Community VC (CVC) is your go-to educational platform for aspiring angel investors. We're all about unlocking the doors to the exciting world of venture capital, connecting you with extraordinary investment and talent opportunities.

Member perks:

  • 📖 Newsletters: A weekly snapshot into startup funding, deal reviews, and unique talent opportunities.

  • 💡 Stackrank: Get inside access to a world of vetted, top-tier VC opportunities.

  • 🎙️Interviews: Gain insights through in-depth discussions on live retail and syndicated capital raises, supercharging your due diligence process.

In this edition:

  1. Job & opportunity deep dive into: Magic Valley 

  2. Tear-up Summary: A deep dive into Ordr.io, with links to the founder/expert video reviews.

  3. Stackrank pipeline additions: Power Trip, A Glass Of and Nebulae.

  4. Be part of the community DD

  5. Learning and Insights extensions from the week

  6. For Founders & Funders: Links to submit decks and access premium deal-flow.

Enjoy!

🚀Job & Opportunities Deep Dive

The crew at (Magic Valley) are on a mission to build the future of food and are on the look out for:

  • 🤝 IP/Science Expert in cultivated meat for technical due diligence – Global.

  • 🤝They are also looking for someone to perform Technical DD on this deal!

The TL:DR 

• We have an opportunity to raise $2-3m AUD for them

• MV is looking to be the ingredient sales to Coles/Domino’s version of Vow and we’re really impressed with the Depth of IP + Frugality/focus for raising on $500k to date

• The amazing crew we’re looking to wrap around this deal that you will be working consists of Due Dilligence experts, Healthtech/ESG experts, Community Leaders and Deal Doers such as (Nicholas Simms, Emily Casey, Earthtech, Greenhouse & Pollen Investment Community)

Please reach out if you are interested in any of the roles above.

 😍 Tear-up series

Ordr.io 'Tear-up' Part 4/4 🚀

A month ago, we launched an initiative via CVC to openly conduct Due Diligence on companies eyeing a Retail or Wholesale Venture Capital Raise (Tear-ups).

This week we published our first tear-up with Ordr.io!

We run the stack rank in four parts, prioritising key information and delving deeper as our interest and confidence in a deal grow. Below, you’ll find both video and written content on Ordr.io’s Stackrank to enhance and speed up your DD process🦄

First, we examine the key deal information, with detailed descriptions available in Column A of the Stackrank.

Next, we go through the go-no-go information (i.e. the info that matters the most in terms of continuing the DD process).

Video link (24min highlight reel)

Then we consult experts and community members with specific insights to gather opinions on the company and industry.

Video link (31min complete interview)

And finally, we interview the founder to complete the information inputs and get the answers to the community questions.

Video link (36min complete interview)

In summary, the insights gathered suggest Ordr.io is a promising (publicly available) Seed-stage Venture deal.

The stackrank is majority GREEN with only one RED in the competition row.

The simple maths behind the stadium numbers and potential revenue suggest there is a $250m+ revenue business in Ordr.io

Individual Ordr.io tearup stackrank link here.

🦄 STACKRANK ADDITIONS

This week’s major Stackrank additions:

Power Trip: Simplifying Fleet Electrification

Power Trip provides software solutions tailored for businesses seeking a smooth transition to electric, low-emission fleets.

🌍 Country: New Zealand

🎲 The Bet: All exisiting petrol/diesel cars will end up being converted to EV

🌟 The Wow: Complex IP with impressive angle

A Glass Of: Boutique Wines, Elevated 🍷

Dive into a curated selection of high-end wines, each offering a unique taste profile.

🌍 Country: Aus

🎲 The Bet: They can reach scale and maintain brand presence

🌟 The Wow: Great products and traction

Nebulae: Redefining Online Strategy Gaming 🎮

A mobile-first online strategy game, where players take collective control over policy, economy, diplomacy and military power of various political regimes.

🌍 Country: France

🎲 The Bet: Betting on a hardcore fan-base that could grow this game into something similar to Rise of Kingdoms or Eve Online.

🌟 The Wow: Super impressive UOE's and hardcore complexity to the game

 😍 Do you want to be part of the community DD?

When we say community DD, we mean community DD!

Over 4000 people including:
🦄The founding team
🦄 VC analysts
🦄 The deal lead
🦄 Legit AF industry experts
🦄 Dedicated angels

Are able to throw their hat in the ring and help build our community lens on the deals we’ve all voted for…

You can comment directly on the stackrank spreadsheet or email in directly and we’ll start working together ;)

This week we have a huge shout out to Elliot Heitman for his in-depth work on Stadium metrics for the Ordr.io potential expansion see his work here!

 😍 Credits for this Tearup go to;

  • Marc Wilson: for Founder and market insights

  • Anonymous: (Strategic Finance, Uber Eats) for Defect rates and Unit Economics insights

  • Anonymous: (Growth, Mr Yum) on scalability and overseas expansion

  • Elliot Heitman: for his in-depth work on Stadium metrics

  • Various: Questions and comments on the Ordr stackrank

📖 Weekly learning extended

Regarding topping up and meeting founders!

On the first meeting I always ask founders:

  1. Their Journey: "Tell me about the story of how you got here." I'm looking for genuine insight and dedication.

  2. Future Plans: "Describe the scenario for the next round if things go just okay, well, or if you truly nail it." This helps me gauge future milestones and evaluate potential for a follow-on.

  3. Uniqueness: "Why hasn't this been done before?" I'm searching for an in-depth understanding of what they are building

  4. Customer Acumen: "Tell me everything you know about your potential customer." Looking for passion.

  5. Financial Decisions: "What have you spent your funds on so far?" I'm looking for focus and a sense of frugality.

  6. Belief in the Vision: "Why do you firmly believe this is inevitable?" Here, I'm seeking conviction and insight into macro conditions I might not be aware of.

📣 GET IN TOUCH 

🎖Calling all current and future angels

Access global, pre-vetted, VC-quality deal flow and supercharged Due Diligence: pop your name down here.

🎯Calling all pre-seed/seed Ventures

Submit your decks for a free public or private review to support your capital-raising or improvement efforts: pop your name down here.

✨ VALUE ADDS 

🗝 Experienced Investor Certificate (EIC)

Not all of us can invest in every deal type globally and that's because we don't all have $2.5m in net assets or have earned $250k/pa for the last 3 years.

Some of us however love venture and know lots about it. If that sounds like you, let me know and I can hook you up with an (EIC) form that allows you (if you pass the test) to invest in all kinds of deals (including through syndicates).

🎄Example carry calculator

Since posting opportunities for accessing some of the investment community roles through Carry, I've had a number of questions come through about how to calculate it.

Please find an example calculator here.

💰 Venture portfolio approach

Often people think Venture is uber-risky or out of their depth. It's not true, anyone can do it - you just need a model to get you going. Check out the Venture portfolio model attached - and reach out if you need more context!

At the Community VC, we believe investing should be accessible to everyone, not just those in the know. We believe everyone deserves the opportunity to invest and contribute to vetted ventures that move the world forward.

Please do not take this as Financial advice or a guide of what any outcome will be. This isn't financial advice, nothing in this email is, I am not guaranteeing or recommending an investment or outcome in anything. I am simply just listing opportunities I believe should be accessible to eve