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Investment Committee (IC)

Source: Playbook v2 EN — Ch. 6

6.1 Pre-IC Kill Questions

Answered by minimum 2 persons before IC is convened:

  • How could we exit in 3–5 years? → Credible exit path must exist
  • Capital gain on exit min €100K per owner? → Exit math must support it
  • Can we implement tech to speed up operations? → At least 2 concrete interventions
  • Can we run this with max 5 hrs/week? → Yes, once knowledge transfer complete

Run the Valuation Risk Scoring Tool (playbook-valuation) before the IC meeting — the Business Value formula output must be in the pre-read materials.

6.2 IC Process

  1. Designate Champion(s) and partner
  2. Create Executive Summary for IC & Bank (Canva exec summary template)
  3. Send pre-read materials — mandatory before attending
  4. Champion(s) present case — one-pager first, then Q&A
  5. Deal structure overview
  6. VOTING — 3/4 partners required to move forward

6.3 Post-IC (Positive Vote)

  • ☐ Final negotiation / revised offer
  • ☐ Sign Letter of Intent (LOI / Aiesopimus)
  • ☐ Prepare LOI document