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PREMIUM PLAYBOOK
Top-Down Investment Case
The top-down investment case is used to align everyone on the headline metrics and size of the fundraise. It is the framework that defines the investment thesis logic, indicating the main levers behind the logic. It focuses on the ‘what if’ not the ‘how’. It is mainly financial in nature (i.e. does not link operational or customer metrics). Getting the top-down investment case done well provides a great framework for the bottom-up financial model.
Key elements of the Premium PlayBook include:
Definition & Elements
Approach & Structure
Triangulation Logic
Board Management
Top Tips Advice
Market Sizing Guide
Pyramid Principle
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