Invictus’ Post

What an event! Huge thanks to the Generative NYC Lightspeed team for having us at their summer event in Bridgehampton last night. The room was full of founders and operators building all across the #generativeai stack. From building foundational models (like Mati Staniszewski at Elevenlabs and Demi G. from Pika) to vertical use cases (like David Lobo building AI teammates at Workmate Labs) it was fantastic to see all the latest trends in leveraging AI across many industries and use cases. I especially loved speaking with the Lightspeed investment team and #finance professionals in the room and hearing their thoughts on how AI can be leveraged in their day to day workflows. Lots of exciting ideas, and it makes me very excited for what comes next for Invictus. Stay tuned! 🥊✨ #verticalsaas #startups

💡 I’ve been talking with a lot of early stage VC’s lately and it’s become really clear to me that a lot of investors (unless they were investment bankers before) are not familiar at all with what a formal due diligence process looks like for mergers and acquisitions or later stage investments. To be fair, I don’t blame them for not knowing, at the early stage of investing there’s simply not enough data or information to diligence. However, this pales in comparison to the arduous late stage diligence process, and the problem we are solving for private equity and growth equity firms with Invictus. 📄 For example, during M&A diligence the buyer is organizing a massive effort of looking into every single detail about the target company. All inquiries the buyer has about the target company are added to an excel spreadsheet; organized into categories that gets manually fulfilled by the sell side and tracked by the buy-side. Example categories include: every single legal agreement the company has ever made, all vendor contracts, every tax return, every audited financial statement, all sales contracts, all incorporation / subsidiary documents…the list goes on and on. 📚 Keep in mind, most of the time there are years worth of data / information that the buyer has to sift through, so these excel sheet trackers are often hundreds if not thousands of questions long. Oftentimes, there are long threads of manual follow ups that get increasingly hard to track over the deal execution period. Staying organized is key to getting deals done, and this archaic process of using manual human labor, excel spreadsheet trackers, and data rooms needs to be updated. 🥊 That is why at Invictus, we are building the go to process management platform for due diligence workstreams. If you are tired of manually tracking and fulfilling your confirmatory due diligence workstreams, find time on my calendar to get a demo: https://lnkd.in/eaz6_Gy6 #PrivateEquity #GrowthEquity #VentureCapital #Consulting #BigLaw #Investments #LBO #Buyout #DealExecution #DueDiligence #WallStreet #AIforFinance #InvestmentBanking  #FutureOfWork #AI #B2BSaaS #verticalsaas #Fintech #Invictus #startups #NewYork

🤢 One of the worst workflows I had to handle while working on buy-side M&A deals was the Due Diligence Request List process. My task was to bring organization to all the chaos of all of our in-house counsel, external counsel, consultants, advisors, cross-functional partners and the investment team. The hours I spent coordinating due diligence request list communications and follow-ups were all completely manual. 🥊 Now with Invictus - we are simplifying the confirmatory due diligence process for private equity and growth equity firms. If you’re curious to learn more about what we are working on and how we can help your investment teams close deals faster, slide into my DM’s or shoot me a note at [email protected] OR find time directly on our calendar here: https://lnkd.in/eHBat9G9 #PrivateEquity #GrowthEquity #VentureCapital #Consulting #BigLaw #Investments #LBO #Buyout #DealExecution #DueDiligence #WallStreet #AIforFinance #InvestmentBanking #FutureOfWork #AI #B2BSaaS #verticalsaas #Fintech #Invictus #startups #foundermarketfit #earlystagetech #NewYork