How AngelRoot works
Just in case AngelRoot isn't as intuitive as we hoped it would be.
1. Select your user types(s). Join aligned Networks
What you do [CAREER network]; where you do it [INDUSTRY network] and where you learned to do what you do [UNIVERSITY network]
Career network
Industry network
University network
Entrepreneur
IP Custodian
Investor
Mentor
2. Publish a Startup/Ambassador Profile
Entrepreneurs = COMPANY or PRE-COMPANY profile.
IP Custodians = TECH TRANSFER profile
Investors and Mentors = AMBASSADOR profile
Company
Pre-Company
Ambassador
Tech Transfer
4. Ambassadors can form a circle/screening committee
Circles: members of your organization/community.
Screening committees: circle members that help evaluate / curate.
Circle members are investors and mentors. They can send messages and refer deals with each other.
3. Startups: Subscribe to aligned networks
Ambassadors: Sponsor aligned networks
Subscribe
Sponsor
5. Investors/Mentors: Screen Profiles/Collaborate.
Investors and Mentors: Rate, Comment and anonymously collaborate with fellow network members.
6. Startups. Receive Feedback. Make your business more investment worthy.
Hear what investors and mentors are anonymously saying about your business (those who have joined the networks where you have subscribed).
Ratings and comments are accompanied by investor/mentor credentials.
7. Startups: Subscribe ($) to additional networks. Receive additional feedback.
We'll share this revenue based on how network members vote for organizations that Ambassadors nominate (50% or more will go to nonprofits)
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8. Ambassadors: Analyze and Curate
Read, analyze and curate from the ratings and comments made by investors and mentors who have joined the networks that you have sponsored.
Ratings and comments are accompanied by investor/mentor credentials.
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It's a long journey from idea to success
So, you may want to make a pit-stop or two along the way.
Publish
PRE-COMPANY Profile
Update
PRE-Company Profile
Publish
COMPANY Profile
- Recruit Talent
- Apply to University/Alumni Business Plan competitions
- Receive feedback about your idea
- Be followed by investors and mentors interested in your future business
- Recruit Advisors (especially legal before forming an entity)
- Receive feedback about your business concept.
- Begin validating your business pan from classmates and industry colleagues
- Get followed by investors and mentors interested in your future business
- Share feedback before forming and entity and raising friend and family capital
Update
COMPANY Profile
Update
COMPANY Profile
Update
COMPANY Profile
Update
COMPANY Profile
Update
COMPANY Profile
Update
COMPANY Profile
- Attract technology / product Mentors who can help perfect your prototype
IDEA
ASSEMBLE FOUNDERS TEAM
FORM
ENTITY
FOUNDER AND FAMILY CAPITAL
BUSINESS
CONCEPT / PRELIMINARY BUS PLAN
START
PROTOTYPE
REFINE BUS PLAN
SEED
CAPITAL
ROUND
PROTOTYPE
READY
ANGEL
CAPITAL ROUND
PRODUCT
READY
VALIDATE PRODUCT / TECHNOLOGY
2ND ANGEL /
FIRST VC
ROUND
VALIDATE MARKET AND BUS PLAN ASSUMPTIONS
BEGIN GROWTH STAGE
VC / SERIES A ROUND
- Apply to incubators / small business / school development centers
- Apply to SBA providers
- Get followed by business / professional service providers
- Get invited to apply to seed stage: angel clubs/groups; deal syndicates;
- Get invited to meet with individual seed stage accredited investors
- Get followed by social networks
- Ask certain ambassador circle members to review you profile ("Noodge").
- If you meet their criteria, apply to various ambassadors such as accelerators
- Get invited to apply by business and professional service providers
- Get invited to apply to Angel round: angel clubs/groups; deal syndicates; funding portals; VCs with early stage funds
- Get invited to meet with individual accredited Angel investors
- Get followed by aligned trade associations
- Ask certain ambassador circle members to review you profile ("Noodge").
- If you meet their criteria, apply to various ambassadors with early stage funds such as Funding Portals, Syndicates, Micro Funds, VCs, etc.
- Subscribe to those additional networks - those where you have achieved interest / traction
- Attract Mentors who are Industry experts.
- If you meet their criteria, apply to various ambassadors such as VCs, Funding Portals, Family Offices, etc.
- If you meet their criteria, apply to various ambassadors such as Private Equity, Investment Banks, VCs, Funding Portals, Family Offices, etc.
THE
JOURNEY CONTINUES
How to use the platform
Just in case you need some help figuring things out
Maybe some "how-to" tips can help. That is of course if you aren't all thumbs.
USERS
STARTUPS
AMBASSADORS
Navigate
You can get around the site from the NAV bar on the top of the page.
DASHBOARD: Manage your privacy, preferences (determines how profiles will be sorted in the Discover browser) and other personal settings.
DISCOVER browser highlights: STARTUP PROFILES (Company, Pre-Company and Technology Transfer) that have been published; AMBASSADOR PROFILES and NETWORK PROFILES (where Startups may want to subscribe and where users may want to join)
INFORMATION: About AngelRoot and helpful tips.
Certain pages contain TOOL TIPS.
Choose your user type(s)
Even though you can select any or all the following user types, we suggest initially selecting the one that best reflects how you plan to use AngelRoot. The platform is nuanced to behave based on the user type(s) you select. Icons are used to indicate section access and privileges.
ENTREPRENEURS can create and publish Company and Pre-Company startup profiles and then read feedback that can help them better understand how their business resonates with investors and mentors.
IP Custodians can create and publish Technology Transfer profiles and then explore commercializing technology developed by the university or institute where they work.
Investors can use the platform to discover startups seeking to gauge their interest in making an investment.
Mentors can discover startups that may require their of their firm’s expertise.
Icons are also used to identify how you have chosen to participate.
PROFILE Administrators can edit and manage the profiles they have created and own or have been invited to co-own.
Circle Members are those users who have joined one or more Ambassador circles. Circle members who are investors or mentors can refer deals with each other.
Screening Committee Members are investor or mentor circle members who have been invited to screen startups as part of an ambassador's selection (curation) process. (e.g. a judge in a business plan competition, a committee member that participates in curating startups on behalf of a syndicate, etc.)
DASHBOARD: After signing up, you can ADD a user type(s).
Your privacy and personal information
DASHBOARD: By default, all users and user information is private*. If you want to be discovered in the networks that you have joined, you can choose which fields you want displayed.
* Please note, the information you provide, however, can be viewed by Ambassador Administrators. And, if you choose to join an ambassador's circle, your name will be visible to your fellow circle members. That way you can send each other messages.
Join networks
DASHBOARD: Networks are credentialed communities that form the nucleus for investors and Mentors to collaborate and for startups to receive feedback.
Fundamentally, users join, ambassadors sponsor and startups subscribe to the networks that are aligned with their business.
We have establish over 160 networks to facilitate this (we will also add networks as the need arises).
PLEASE JOIN THE NETWORKS that are aligned with your career, your industry, and of course, your alma mater.
- CAREER NETWORKS relate to what you do;
- INDUSTRY NETWORKS are where you do it; and
- UNIVERSITY NETWORKS are presumably where you learned to do what you do
You will be able to join additional networks after our beta.
Manage your profile(s)
DASHBOARD: The "My Profiles" tab shows the published and unpublished profiles where you are an administrator or have been invited to become an administrator.
Join an ambassador's circle
Circle membership provides an extra level of intimacy. Circle members can refer deals and send messages with each other. Most every ambassador has created a circle.
DASHBOARD: The "My Profiles" tab shows the published and unpublished profiles where you are an administrator or have been invited to become an administrator.
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AMBASSADOR PROFILE: You may also apply to join an ambassador's circle from the "Apply To join our AngelRoot circle" tab in that ambassador's profile.
Join a screening committee
In some instances, ambassador's allow investors and/or mentors who are not already members or employees of their organization to join their private screening committee. After joining an ambassador's circle, you may be invited (or you may apply) to become a member of that ambassador's screening committee (e.g. a judge in a business plan competition). Screening committee members' ratings and comments are carefully scrutinized by ambassador administrators as they curate deals.
DASHBOARD: The "My Screening Committees" tab shows the published and unpublished profiles where you are an administrator or have been invited to become an administrator.
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AMBASSADOR PROFILE: You may also apply to join an ambassador's screening committee from the "Apply To join our AngelRoot screening committee" tab in that ambassador's profile.
Enter your preferences
Please indicate your personal investment and / or your mentoring preferences. Startups can be sorted in your Discover browser based on how they match your preferences. PLEASE BE AS SELECTIVE AS POSSIBLE. Individual user preferences, in aggregate, form the composition of networks. This will help Startups to better select the networks where they should subscribe.
DASHBOARD: The "My Screening Committees" tab shows the published and unpublished profiles where you are an administrator or have been invited to become an administrator.
Your collaboration settings
Collaboration (among fellow investors and mentors) and Feedback (provided to Startups) form the cornerstone of AngelRoot. By default, all ratings and comments are displayed anonymously. They are however, accompanied by a sidebar that details the "credentials" of the person who wrote the review.
DASHBOARD: 1. Change your anonymity settings in the "Collaboration" tab
DASHBOARD: 2. Enter the reasons why you're using AngelRoot. This will help form a frame of reference for fellow investors as the read your comments and ratings.
DASHBOARD: 3.Enter your credentials and deal screening experience. This will also help form a frame of reference for fellow investors as the read your comments and ratings.
DASHBOARD: Result. The collaboration information you provide will be displayed alongside the comments you make.
Begin a startup profile
Entrepreneurs and IP Custodians can begin a new startup profile from the NAV bar
DASHBOARD: Startup profiles can also be started from the "My Profiles" tab in your Dashboard.
Edit startup profile / View as investor
Profile administrators can switch between editing and viewing their profiles as an investor will see it in the NAV bar of the profile.
DASHBOARD: Profiles can also be opened from the "My Profiles" tab in your Dashboard.
Publish / Un-publish your profile
Profiles will not display in the Discover Browser unless it is PUBLISHED. Once published, you can UNPUBLISH it and make changes. This will render it invisible to everyone other than you and other profile administrators. After you are satisfied with the changes you have made, you can re-publish it.
DASHBOARD: Profiles can also be unpublished in the "My Profiles" tab in your Dashboard.
Profile status - has it been published?
Profile administrators can see the status of their profile in the Highlights section of that profile.
DASHBOARD: Profile status can also be viewed in the "My Profiles" tab in your Dashboard.
Enter/Save your changes
Click on the pencil to make changes. Click on check box to save your changes.
How much information I should provide
You can provide as much or as little information as you want. Here's what we require and what we recommend:
Required data/information: (a) One sentence "pitch"; and paragraph "pitch" (EDIT mode TOP of page); (b) Business stage - Revenue and Business stage - Business Cycle (EDIT mode - "CUSTOMIZE" tab); (d) Industry Group and Industry Panel (also in EDIT mode - "CUSTOMIZE" tab).
Highly Recommended Information: Generally, your logo (Top of page) and data/information that will populate your profile HIGHLIGHTS. Highlight information forms the basis of how investors search for startups: (a) Location ("Contact" tab); (b) Time-line data ("Customize" Tab); (c) Employees ("Human Capital" tab); (d) Months to Break-even and Investor profile information ("Investment" Tab); (e) Social Mission / Team Empowerment ("Social Mission" tab); (f) Success/Failure assessment ("Human Capital" tab).
Recommended Information: Generally: video/images (Top of page); and relevant sections of your executive summary ("Executive Summary" tab).
Please note: Ambassadors may have their own criteria. If you are applying to be screened by an ambassador (e.g. business plan competition) please complete the sections they require.
Begin an ambassador profile
Investors and Mentors can begin a new ambassador profile from the NAV bar
DASHBOARD: Ambassador profiles can also be started from the "My Profiles" tab in your Dashboard.
Edit ambassador profile / View as startup
Profile administrators can switch between editing and viewing their profiles as startups will see it in the NAV bar of the profile.
DASHBOARD: Profiles can also be opened from the "My Profiles" tab in your Dashboard.
Publish / Un-publish profile
Profiles will not display in the Discover Browser unless it is PUBLISHED. Once published, you can UNPUBLISH it and make changes. This will render it invisible to everyone other than you and other profile administrators. After you are satisfied with the changes you have made, you can re-publish it.
DASHBOARD: Profiles can also be unpublished in the "My Profiles" tab in your Dashboard.
Profile status - has your profile been published
Profile administrators can see the status of their profile in the Highlights section of that profile.
DASHBOARD: Profile status can also be viewed in the "My Profiles" tab in your Dashboard.
Enter/Save your changes
Click on the pencil to make changes. Click on check box to save your changes.
Customize your profile
I general terms, an AMBASSADOR can be any organization that funds, serves or supports startups. Having said that, we understand that many different types of ambassadors will fit that description. There are virtually thousands of ways an Ambassador profile can be customized to fit what your organization does and what it is seeking to achieve on AngelRoot.
There are two "Customize" tabs that administrators can access in EDIT mode. We acknowledge that understanding the options and completing these sections may be difficult at first. That's why we created a number of optional pop-ups (please make sure your browser accepts pop-ups). They can be used to guide you through the process of customization.
Don't be shy - if you need some help, please give us a call at 1-347-725-1254 or email us at Support@AngelRoot.Com.
Enter your organization's preferences
This is actually an important section as it allows entrepreneurs to search for you. That is to say, they will be able to compare the characteristics of their business with your predispositions. The process is the same as when you search for startups that "match" your personal preferences (the ones that you entered in your Dashboard).
TOP
TM
beta
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AngelRoot, Inc. is a NY State Benefit Corporation founded to empower entrepreneurs to cultivate nascent ideas and advance significant technologies.