If you were a potential D-round investor, what questions would you ask a B-round investor?

Hi all,

Just wondering what you would say to the question in the title. If you were considering a D-round investment into a company and met someone in the elevator who invested in B-round, what questions would you ask him/her? Many thanks!

7 Comments
 

Are you happy you went in with these guys? What’s management like? A B-Round investor is going to have spent many more hours thinking about and working with the company, and will (likely) have a more honest understanding of the prospects.

 

Part of the B round investor's job is to sell you the company... 

OP you should ask them things about how the organization has matured over time (product mix, key departures, org structure, etc.), understand backgrounds of key hires leading the newer parts of the business, test their understanding of the organization's competitive landscape

 

Thank you! Really appreciate it. In terms of transaction structure, do you think there is anything off the top of your head that could be worth asking?

 

I'm not sure you would do this in a casual conversation (in the spirit of the question prompt) but when you're actually in a process it makes sense to talk about terms and structure in terms of number of parties, who's providing what equity and/or debt, are there any relevant related situations happening (e.g., fundraising to cover M&A which starts to happen around Series D), etc. If your question is about terms you can see here.

 

I would add a caveat your response. If it is Tier 1 deal flow from a great earlier stage firm it would be more about relationship building than a “sell me on X company” mentality. Likely the previous rounds have been oversubscribed and you would be trying to posture your firm as a potential lead for the D round or even allocation. Just offering additional perspective.

 

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