CARIBEquity Investor Toolkit

Solutions for climate adaptation and disaster preparedness in vulnerable island nations.

Digital financial services addressing underbanked populations across the Caribbean.

Agricultural technology reducing food import dependency and building resilience.

Remote healthcare solutions for geographically distributed island populations.

Digital transformation of tourism-dependent Caribbean economies.

Online learning platforms addressing skills gaps in distributed populations.

Sustainable ocean resource management and marine innovation.

Solutions for fragmented small markets and complex logistics challenges.

Clean energy solutions for high-cost energy markets and energy independence.

E-government solutions optimized for small states and limited resources.

Assess founder and team readiness across key dimensions including leadership, market knowledge, and operational capabilities.

Evaluate your psychological readiness for angel investing, addressing FOMO, decision fatigue, and boundary-setting.

Comprehensive checklist covering team, product, market, financials, legal, and ESG factors to thoroughly evaluate startups before investment.

Comprehensive framework for organizing due diligence documentation with 100+ documents across 12 categories.

Structured frameworks for conducting effective founder due diligence conversations covering vision, execution, and team dynamics.

Evaluate companies on environmental impact, social responsibility, and governance practices with comprehensive scoring.

Develop a clear investment thesis defining your focus areas, criteria, and strategic priorities with structured templates.

Create a concise one-page summary of your investment thesis for quick sharing with co-investors and stakeholders.

Learn from real Caribbean investor thesis examples across different sectors and investment strategies.

Organize and track potential investment opportunities from initial contact through evaluation stages with built-in pipeline management.

Professional email templates for founder outreach, follow-ups, and relationship building with customization options.

Calculate startup valuations using multiple methods including DCF, comparable companies, and venture capital methods with sensitivity analysis.

Model ownership structures, dilution scenarios, and valuation impacts across multiple funding rounds.

Complete package of investment documents including term sheets, SAFE agreements, impact addendums, and engagement terms.

Monitor portfolio company performance with customizable KPI tracking, visualization, and automated reporting capabilities.

Comprehensive checklist to prepare effectively for board meetings with portfolio companies, covering documents, strategy, financials, and governance.

Assess portfolio companies' readiness for exit events including acquisition, IPO, or secondary sales.

One-pager template for documenting deal wins, misses, and lessons learned with visual storytelling elements.

Structured framework for reviewing investment decisions and capturing lessons learned for continuous improvement.

Comprehensive assessment of your preparedness for angel investing, covering knowledge, resources, network, and mindset.