For Founders • BlueImpact Supply Chain Ventures

We have experience investing in supply chain technology companies

Supply Chain Backgrounds

We have built supply chain companies from beginning to exit. We can tap into this experience to help.

Strategic Network

We can connect you with other supply chain funds and professionals in the space.

Advice & Insights

We can serve as a sounding board for solutions and ideas, and in the process, we can make suggestions or provide ideas of our own.

Testimonials

Marlon is an impact investor. Within one month, he has helped our management team improve our financial planning function, refine out GTM, and redefine our business model - which is already resonating with the market. Any CEO should count themselves lucky to receive an investment from Marlon.

I’ve known Marlon for a few years while I was building different startups. In every interaction with him he’s constantly looking to help, whether it’s going deep on strategy, or introductions to potential customers and investors. He’s a great person to have on your cap table!

Marlon is there to support founders every step of the way, whether that’s reviewing a financial model or how to negotiate a deal; in addition, he’s an extraordinary human. We are so glad he’s on our team.

Marlon’s advice has been very important for us. He helped us with our GTM strategy and business plan for our capital raise. Thank you for the partnership and friendship throughout these years of achievements.

Marlon is one of those precious few people with an uncanny ability to see where the optimal value exists as well as the more difficult to find “hidden” risks. A rare, intuitive investor/entrepreneur.

Having Marlon as an advisor is a privilege. His vision and knowledge have added a lot of value to the Company. His questions and insights make us reflect and think about the best way to move forward.

It's common for investors to promise a healthy engagement with a startup's challenges, but rare are those who manage to balance support and pressure in a way that creates value. This is exactly the balance I get from Blue Impact.

Our Focus

Our Investment

We do not currently lead investments; however, our commitment can generate interest from other funds who may lead.
Our investment process helps you prepare for lead investor discussions, please reach out to us before or early on in your capital raising process.
We currently make small investments and can syndicate for larger investments.

Our Commitment

We will be a source of counsel and support, especially when the road gets tough.
We will act in the best interest of your company.
We will respect your time and will not ask for material we do not need.
We will let you know if we have competitors in our portfolio.
We will not share confidential information without your permission.
Please let us know if we are not honoring our commitment.

Our Process

Step 1: Fill out the PITCH US form, this allows us to save time and speed up our process with basic information about you and your company.

Step 2: We will review the information you provide, and if it fits within our criteria, we will reach out to you to schedule an introductory call, please review Prepare to Raise Capital below.

Step 3: After internal discussions we will decide whether to proceed, if we do, we will schedule follow up calls with you and your team.

Step 4: If we are inclined to make an investment, we will request due diligence materials and may request other due diligence calls.

Step 5: After due diligence, we make a commitment to invest, or decide to pass.

Prepare to Raise Capital

Introductory Call / Presentation

For introductory calls, investors usually schedule 30–45-minute meetings. During this meeting you should cover the basics, please make sure to address the following questions in about 15-20 minutes, so you can leave 15-20 minutes for Q&A:

What’s the problem?
What’s the solution you have you developed for this problem?
How’s your traction in the last few months? What are the key metrics?
What’s the market opportunity? How do you position vis-a-vis the competition?
Who are the founders and key C-levels?
How much are you raising and what will be the use of capital? What’s the valuation?

Follow Up Calls

If investors are interested, they will schedule follow up calls to learn more about your product, sales, go to market strategy and unit economics.
After, or in parallel, investors will request access to the data room as part of their due diligence process.

Due Diligence & Data Room

At this stage investors want to check that everything that was presented is backed up. This includes meeting other team members, references, financials, contracts, etc. This step is even more crucial given today’s remote working environment. Lead investors and many co-investors will request this information, so it’s important to set this up sooner rather than later.
We suggest you set up a data room that you are ready to share with interested investors, here is a list of documents you should include in your data room.
- Full investor deck
- Competitive landscape analysis (if not in the deck)
- Financials
  - Financial model including projected revenues, costs, and use of proceeds
  - Historical Financials including key KPIs
  - Previous audited statements and any third-party financial evaluations
  - Latest bank statements, some investors will ask for bank statements showing proof of previous investments
- Sales Materials
  - Sales presentation
  - Customer contracts
  - Distribution contracts if any
  - Sales pipeline
- Investment Information
  - Outline of funding history
  - List of current investors, board members and advisors
  - Cap Table
  - Contracts from previous financing rounds
  - Terms of current round
- Legal / IP / Regulatory
  - Legal structure and incorporation documents
  - Any intellectual assets such as IP, patents, and trademarks
  - Any licenses and permits needed for operating legally
  - Any significant third-party agreements and partnerships
- Org chart and management team bios for C-levels