In view of business phase

Project Phase *

Main Services

Business development

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Legal

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Accounting / taxation

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Business / economic

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The idea (pre-seed)
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Proof of concept (PoC)1

(this phase may be after the next phase - seeding – or at the same time)

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Seed

(initiating)

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Formation 2 – including A / B raising rounds, etc.
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Mergers & Acquisitions / Exit
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1(This phase may be after the next phase - seeding – or at the same time)

2Including A / B raising rounds, etc.

(*)1. The spread of the various services at the origination / business / transaction stages serves as an illustration and explanation, and the actual action is often unlike the stages stated in the table in terms of timing, as opposed to the service itself.
Moreover, sometimes the activity / need that appears at a certain stage is required at a later stage, meaning that the activity is not necessarily schematic.

2. In order not to clutter the table excessively: (A) activities / services appearing in previous stages in the life of a project / business are not stated again at other stages, even if some of them are relevant, and (B) the analysis / applicability of the statements in the table is mostly relevant to Israel and internationally.
It is recommended to peruse the text under the headings: “my experience” and/or “my expertise”.

Promotion of the business / project including its operative management including identifying and “doors opening” – see projects section at “my experience”.
Possible legal services at the various stages – see “expertise” and/or “my experience”.
Every business conduct has aspects of bookkeeping / accounting management and regular taxation that require attention and that may affect the results of the business.
Participating in the overall management besides business development and/or legal management that must be oriented according to the business / economic management.
  • Text structuring.
  • Structuring / building a presentation.
  • Structuring of goals in advancing the initiative / business.
  • Characterization of success / development factors / barriers.
  • Development of a road map for a project / transaction including definition / char of milestones.
  • Analysis / planning of the appropriate / possible timing for introducing an investor / partner.
See for example “business and economic consultation” in the projects section of “my experience”.
  • Legal check of the idea, whether in Israel or overseas, assisted by an attorney in a relevant territory, if necessary – see “economic check to prevent damage” section “my experience”, for example.
  • Setting up a company in Israel / overseas.
  • Forming an idea and text, in legal terms, of a business / legal model that takes into account various aspects - win-win - i.e., a formula that balances out different interests.
  • Including a solution that will provide business / legal protections in various scenarios.
  • Structuring a process that maintains / accumulates tangible and intangible enterprising assets.
  • Forming of agreements; entrepreneurs, employees, suppliers, etc.
  • Examination according to the protection of privacy principles.
  • Tax planning review;
    • For a transaction / project,
    • For the possibility of an investor / exit,
  • In view of the whole – the benefit of business development.
  • Making sure that budget / cash flow does not cause a balance sheet problem for future balance sheets.
  • Budget versus execution.
See “business and economic consultation” in the projects chapter or “taxation / national insurance” section “my experience”.
  • Characterization of a desired investor – see “business and economic consultation” in the projects section of “my experience”.
  • Early investigation / examination of a partner / investor.
  • Searching for / finding an investor.
  • Checking / building of an economic model.
  • Examination / partnership in preparing of a business plan that includes budget / cash flow.
  • Strategic planning relative to progress risks and preparation of possible contingency solutions.
  • Characterization of relations with the financing source (partner / investor).
  • Characterization and taking part in valuation move.
  • Checking, assessment, reevaluation of the road map according to the results up to this phase.
  • Mapping of market / partners / competitors – as a result and at the end of the proof of concept phase.
  • Engagement with strategic partners.
  • Checking and reevaluation of planning / legal scrutiny.
  • Engagements with: customers / employees / suppliers.
  • Checking / reevaluation of the budget / expenses structure.
  • Performance tracking.
  • When necessary, accounting management.
  • Checking, assessing, revaluation and updating, as necessary, of the strategic planning and reexamination of overall objectives and business goals.
  • Formation of work procedures.
  • Participation in a personnel hiring process.
  • Examination and planning of desired organizational / functional structure.
  • Formation of positioning / branding strategy.
  • Identification / characterization of strategic partners / customers / opinion leaders.
  • Raising of financing – see “financing” section at “my experience”.
  • Regular action / legal management and correct property (IP) documentation.
  • Preparation of a data room
See above and below
  • Characterization and taking part in valuation move.
  • Searching for / finding an investor / business partner – see “business and economic consultation” in the projects section at “my experience”.
  • Participation in a road show.
  • Link / connection to sites with a contribution to branding – see “ enterprising” in the projects section at “my experience”.
See above and below
  • Regular action.
  • Coordination efforts with accountants / bookkeeping.
See for example “membership in the board as a trustee for shareholders” in the instrumental trusts section at “my experience”.
  • Review / management of legal / accounting / insurance aspects.
  • Lobby.
  • Effective, correct usage of outside advisors – see “professional teams”
  • “Translation” of planning of sale / merger into an operative plan.
  • Negotiations and finalizing a deal.
  • Actions from closing to completion of takeover.
See above
  • Taking part in the deal completion mechanisms, until actual implementation in the interim period.