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WEB-BASED DEAL LOG DATABASE PROJECT REVIEW Presented to SHEPHERD VENTURES By Sylvia Szubrycht - PowerPoint PPT Presentation


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WEB-BASED DEAL LOG DATABASE PROJECT REVIEW Presented to SHEPHERD VENTURES By Sylvia Szubrycht. Company overview. Shepherd Ventures – a San Diego VC firm Investing in growth companies: - located in Southern California - that need first or later stage of funding

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WEB-BASED DEAL LOG DATABASE

PROJECT REVIEW

Presented to

SHEPHERD VENTURES

By

Sylvia Szubrycht


Company overview

  • Shepherd Ventures – a San Diego VC firm

  • Investing in growth companies:

  • - located in Southern California

  • - that need first or later stage of funding

  • - Life Sciences or Information Technology

  • - must have working product or prototype

  • - must be referred


Current Situation

  • Receives an average of 200 proposals monthly

  • Proposals must be prescreened for recommendation

    and logged into the database by an Investment Analyst

  • Currently using Microsoft Access Database

  • Database controlled by Analyst only (no LAN)

  • Nobody else has remote access to the database

  • Manual Logging process takes 20 hours monthly


Problem Statement

  • Current deal log database is not effective because:

    - Analyst prioritizes analysis and due diligence

    - Backlogs do not allow accurate, timely reporting

    - Partners are too busy to forward BP to Analyst

    - Partners have no access to database to make sure

    that the company has not been reviewed yet by another partner


Project Objectives

Create a web-based Deal Log application with SQL backend that will:

  • Provide real time deal flow tracking, searching,

    monitoring and reporting

  • Be accessible to authenticated Shepherd users

  • Improve effectiveness and accuracy

  • Integrate historical Microsoft Access data

  • Improve efficiency by automating manual procedures


Cost/Benefit

  • Efficient/Effective identification of qualified companies

  • Eliminate opportunity cost of Analyst’s work

  • Remove backlogs – accurate reporting for LPs

  • Real time data – everybody SV can access at anytime

  • Eliminate costs associated with duplication of

    analysis


Number of hours

Cost per hour

Cost

Software Developer

120

$80

$9,200

Investment Analyst

2

$45

$90

Shepherd Ventures Partner

3

$96

$288

Total

$9,578

Feasibility

  • Technical: MySQL free database, Microsoft data

    converted into SQL  no problem

  • Operational: SV will use it if made to requirements

  • Economic: Analyst’s time cost 240h x $45 = $10,800


Requirements Analysis

  • Online questionnaire to be filled out by a company

    - form available on a company’s website

  • Info analyzed by program, flag opportunities by

    qualify/disqualify for automatic rejection or review

  • System sends updates to Analyst

  • Database will categorize by stage, location, sector

  • Searching, reporting, charting features, & statistical info

  • Easy to operate, fast, updatable for future enhancements


Measures of Success

Success criteria:

  • To be completed on time (120 hrs or 3 weeks)

  • To be functional without errors

    Project will be considered failure if criteria are not met


Design/Development/Testing

Implementation & Training

  • Functionality Blue Print

  • PHP language codes

  • User interface screens

  • Presentation of beta version for SV review/adjustments

  • Final Testing/Debugging

  • Installation on a server

  • Launching online

  • Delivery of documentation of operational aspects

  • Training SV staff


Conclusion

  • One time cost $9,578

  • Payback less than 11 months (current cost $10,800 annually)

  • Completion: max 3 weeks

  • Project objectives achieved – backlogs, reporting, remote

    searching, prescreening process shortened

  • Improved efficiency and effectiveness of deal log process

  • Maintenance & hosting costs - additional $15/month

KEY DELIVERABLES:

  • Beta version of deal log functionality by 2nd week (or 85hrs)

  • Delivery and installation of software by 3rd week (or 120th hrs)

  • Documentation to be delivered at the time of training


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