Investing Insights for Pre-Revenue Firms

Sep 29, 2024

Investing in Pre-Revenue Companies

Overview

  • Investing in pre-revenue companies can be challenging.
  • Key factors to consider include:
    • Total Addressable Market (TAM)
    • Management Team

Total Addressable Market (TAM)

  • Definition: The total revenue opportunity available for a product or service.
  • Example from Kleiner Perkins:
    • They avoid investing in companies with a TAM below $20 billion.
    • Rationale: A 5% market share of a $20 billion market equates to $1 billion in annual revenue.
  • How to determine TAM:
    • Conduct a search for the TAM of the relevant sector.
    • Utilize reports from consulting firms (e.g., Forrester, Gartner, McKinsey) which provide detailed industry insights.
    • Alternatively, add up the annual revenues of the top 25 companies in the sector to estimate TAM.

Importance of Management Team

  • Management team analysis is crucial:
    • Ideas are easily replicated; execution is unique.
    • "The jockey is always more important than the horse."
  • Many business schools focus on business models, but:
    • A strong management team is essential before analyzing the business model.

Financial Modeling for Pre-Revenue Companies

  • Once TAM and management team are assessed:
    • Create a financial model that projects future revenues.
  • Key Steps in Financial Modeling:
    • Develop a pro forma financial statement to forecast long-term revenue and earnings.
    • Analyze a 5-10 year outlook for the company.
  • Financial modeling will be taught in the MBA program, specifically in the Venture Capital Bootcamp during the third semester.

Conclusion

  • In summary, successful investment in pre-revenue companies relies heavily on understanding the market size and the capabilities of the management team, followed by careful financial modeling.