Investing In People, Made More Accurate
Persona gives Venture Capitalists easy to understand, fast and varied reporting tools that help improve confidence in investment decisions.
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From insight into how trustworthy a founding team is, to what motivates them day to day; Persona can quickly help you get to know your prospective investments better and can help you work better with your current investments.
SUPPORTING ALL STAGE VC FIRMS WITH TAILORED OPTIONS
Persona gives VC firms adaptive support for the different requirements of their firms.
By creating contextually relevant support across key areas that VCs deal with, Persona's personality insights give investors highly practical information designed to fit different firm requirements.
Persona's reports are also all tailored to different rounds of funding. For example, a Persona's report on a start-up CEO looking for a seed round, will focus on different elements to a report looking at a start-up CEO searching for a Series B round.
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Persona Supports VC firms in 4 key ways:
Opportunities
Near instant reporting for early stage due diligence
What?
Fast Insights
Opportunities Reports are near instant, relatively inexpensive personality reports that provide light touch information on management teams at a stage when VC firms are considering going further down the due diligence pipeline with a potential target company.
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Ideal for information required before deeper due diligence activity.
Why?
Decision Support
These reports provide insight to help firms decide if they want to progress further with a prospective company. The reports do this by highlighting:
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Key personality risks
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Key personality motivations
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Benchmarks against FTSE100 executives
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Other relevant early stage information
Example Use Case
Who To Invest In?
A VC firm may be undertaking early investigation into 5 out of 20 potential targets at a demo day. The firm requires fast, inexpensive and insightful information on which target out of the 5 represents the best management fit for the VC firm investment thesis.
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Persona's Opportunities Reports provides rapid information to support decision making in a scenario like this.
Find Out More
Case Studies, Team Fit & Onboarding
Contact us to learn more about Opportunities Reports and to see examples, pricing and other relevant case studies.
Persona also offers Team Fit reports which demonstrate how all members of an executive team work together, which is highly valuable for learning about how best to support an entire team.
Persona can also onboard your firm so benchmarks used in Investment Opportunities reports also look at your own internal portfolio companies' data.
Investment
Detailed Investment Reports For Management Due Diligence (MDD)
What?
Fast Insights
Detailed, comprehensive personality reporting that looks at a variety of ways how an executive at a prospective company may interact with investors and investor goals.
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Ideal for VC firms conducting comprehensive MDD and who want to learn how best to maximise the management of their potential new portfolio company.
Example Use Case
Who To Invest In?
A VC firm is undertaking deeper due diligence into a prospective company. The firm requires information that is high quality, highly accurate and provides recommendations for how best to work with their prospective investment.
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Persona's Investment Reports provides detailed insight into this scenario and helps VCs feel comfortable that they are investing in safe pair of hands.
Why?
Deeper Insight
Investment reports are highly detailed and support investment confidence by providing rich information on elements including:
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Insight into how to work with an individual across different scenarios
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How suited a person is to pursue the PE firm's goals
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Information on trustworthiness and risk profile of a person and what to do about it
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Motivations and drivers
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Benchmarks against FTSE100 firms
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Much more
Find Out More
Case Studies, Team Fit & Onboarding
Contact us to learn more about Investment reports and to see examples, pricing and other relevant case studies.
Persona also offers Team Fit reports which demonstrate how all members of an executive team work together, which is highly valuable for learning about how best to support an entire team.
Persona can also onboard your firm so benchmarks used in Investment Reports also look at your own internal portfolio companies' data.
Portfolio Reporting
Comparative reports or detailed reports to develop your portfolio companies
What?
Comparisons and Detail
Portfolio Reports are near instant reports, similar to Opportunity reports, that are designed to compare executives' personality traits across your portfolio.
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These reports show all comparable executives in a portfolio across a variety of important metrics that support peer evaluation and the development of portfolio insight.
Why?
Maximise Success
Portfolio Reports support VC firms with comparisons across their portfolio which can be used to help optimise and improve all companies.
For example, these reports can help point to personality clusters that indicate high performance traits in the context of the VC firms investment thesis, which can in turn be used to develop lagging portfolio companies .
Example Use Case
Comparing Company To Company
A VC firm may see great success in two portfolio companies, where that success seems unrelated to external factors, and will want to learn how to translate these companies' success to others in the portfolio.
A Portfolio report may then help a firm understand what internal people-based dynamics may be driving success for those two companies. By comparing all companies in the portfolio, key trends and personality clusters can be identified. These learnings can then be rolled across other portfolio companies.
Find Out More
Case Studies, Detailed Reports, Team Fit & Onboarding
Contact us to learn more about Portfolio Management reports and to see examples, pricing and other relevant case studies.
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Persona also offers more detailed Portfolio Reports, that are as comprehensive as investment reports.
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Similarly, Persona also offers Team Fit reports which demonstrate how all members of a specific companies' executive team work together, which is highly valuable for learning about how best to support an entire team.
Persona can also onboard your firm so benchmarks can be built from your portfolio management reporting data to be used across your firm in other ways.
Onboard With Persona
Onboarding your firm with Persona allows all reports (Snapshot, Detailed and Portfolio) to be benchmarked against your internal companies. This gives much more relevant and predictive insight about what personalities work for your firm and your investment thesis.
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Reports, Pricing & Info
Share your details with us and let us know what information you require.
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One of our team will get back to you as soon as possible.