📖 How to Navigate the Investment Process
1 - Exploratory Meetings
2 - Term Sheet
3 - Due Diligence
4 - Negotiations
5 - Fundraising and Closing
6 - Resources and Helpful Links
The term sheet outlines the key elements of the investment deal. Term sheets are non-binding, though may often require indicators of evidence that both parties intend to complete the investment, including:
- Valuation
- Description of rationale and intention
- Investment amount (primary vs. secondary)
- Corporate governance (BoD, voting rights, etc.)
- Process and timeline
This is a deep dive into your company’s operations, finances, and legal structure.
Phase 1: Commercial due diligence conducted by Viking Growth
Phase 2: Financial, legal and technical review conducted by external advisors
The process includes interviews with key team members and customers. As part of the due diligence we create a Value Creation Plan, which we plan to execute together.
Governance determined by:
Shareholder Agreement (SHA) - a private, legally binding contract between a company's shareholders that outlines rules for running the business, defining shareholder rights, responsibilities, and share transfer restrictions.
Share Purchase Agreement (SPA) - a legally binding contract for buying or selling company shares.
We raise capital through a network of trusted investors:
- Primarily family offices and high-net-worth individuals
- Deal-by-deal investment model: fundraising per investment
This approach creates flexibility and alignment tailored to each company we back, and reinforces our commitment to making every investment a success.
Annual Recurring Revenues (ARR), revenue breakdown, churn/expansion, profit & loss (P&L), and customer-level data.
Revenue targets and go-to-market strategy.
We work closely with the CEO and CFO during the process, and need access to customer conversations to understand the business deeply.
All contracts, board materials and cap table.
Partner with Viking Growth and become part of
a growth journey that transforms your Nordic SaaS company into a global leader
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