The EVS “Next Generation Engineered” approach to venture due diligence provides a new innovative, consistent, and process based methodology, that optimizes the venture evaluation process for Family Office Investing.

EVS Advantages for Family Office Investing:

  • Invest in prequalified and risk minimized venture investment opportunities using a next generation due diligence rating system•
  • Optimize investment alignment between specific portfolio requirements and available venture investment opportunity preferences:
    1. Seed Stage | Start-Up | Early Stage | Series Stages
    2. Industry & Sector Profiles; Life Sciences, Medical Devices, Technology, Real Estate, etc.
    3. Impact Investing; Healthcare, Social, Environmental, etc.
  • Benchmark your venture investment opportunity against industry best practice & next generation evaluation metrics (Venture Track Record, Executive Team, Market, Product, Competitive Advantage, ROI, etc.)
  • Minimize the time, effort and costs associated with venture engagement and evaluation activities (attending venture investment events, traveling/lodging, evaluating nonaligned investment ventures, etc.)
  • Minimize venture investment risk, by optimizing potential Research & Development (R&D) Tax Credits to offset capital investments

EVS Venture Engineering Due Diligence Focus Industries

  • Life Sciences
  • Medical Devices
  • Technology
  • Real Estate

Next Generation EVS Venture Investment Rating System For Investors:

The EVS Venture Rating System is a next generation venture evaluation rating metric that is included with every EVS Report. The EVS Rating System provides a simplified, time sensitive, and effective, venture investment confidence metric. Our proprietary evaluation process utilizes optimized and stream lined subsets of the venture due diligence industry best practice methodologies.

Base Rating (Initial Venture Data Qualification)

  • Face Value of Data Provided
  • Third Party Impartial Data
  • Intellectual Property
  • Brand Value
  • Customer Input

Confidence Rating (Validates The Data)

  • Data Availability
  • Data Veracity
  • Strength of Assumptions
  • Track Record
  • Concept & Data Coherence

Proprietary Venture Investment Management Platform:

  • Manage and track venture opportunities using the latest cloud computing & database technologies, to maximize venture investment visibility and optimize venture funding alignment preferences & Family Office investment portfolio requirements.
  • Full life cycle venture opportunity management system that tracks and integrates the core venture investment profiles including; Investment Ventures, Subject Matter Experts, Legal/Intellectual Property Resources, Funding/Financial Resources, and a Venture Management Committee, to professionally navigate the venture investment opportunity through the venture evaluation and funding process.

Taxes –  Research & Development (R & D) Tax Credits and Alternative Minimum Tax (AMT):

Taxes benefits can be a large source of capital for venture capital firms. The tax benefits can provide tremendous cash funds and also offset investor risk and mitigate a company’s needs for investment capital. The most lucrative federal tax credit available to venture capital is the research and development tax credits. For pre-revenue companies or companies in a loss position, the tax credit allows for a refund of payroll taxes paid in.

  • Start-Up Companies: Companies qualifying as “Start-Up Companies” will be eligible to use federal R & D Tax Credits to reduce their federal payroll taxes.
  • Small Business: Companies qualifying as “Eligible Small Businesses” will be able to reduce alternative minimum tax (AMT).

Additional Report Benefits:

EVS helps promote independent forensic investment risk analysis to companies seeking investors and to investors seeking investments. The goal of EVS in to not only provide independent due diligence to derisk investments and to show areas to strengthen firm’s investment platform but to also educate firms on best and most efficient paths to capital throughout the family office community. EVS is committed to helping its members through its relationships.