The Art of investing in Digital Assets and Web3 companies

1) Market Assessment: We will gather and analyze information about the Web3 market to determine its size, growth potential, key trends, and other relevant factors that could affect market adoption, such as understanding customer profiles, conducting competitor assessment, and benchmarking global best practices to determine key success factors.

2) Company Assessment: We will evaluate the company’s overall performance and potential, including financial health, operations, management, market position, and other factors affecting success such as conducting business model value chain assessment and analyzing human capital availability and potential skill gaps that would need addressing to ensure project success

3) Technology Assessment: We will evaluate the feasibility effectiveness and potential impact of the technology chosen and help understand its potential to scale, provide high performance and be secure against cyber threats. This would entail a deep analysis of the protocol, smart contracts, exposure to bridges, application layer, coding process, and security related aspects. It is worth noting that a detailed view of Tokenomics and a review of the user experience and user interface are relevant in this aspect.

4) Business Plan and Valuation Analysis: We will assess the project strategic roadmap, objectives, as well as product offerings and conduct a financial analysis to help determine the current and potential future project value. Strong understanding of project economic model (in alignment with Tokenomics) is key. We will review the project’s community engagement to ensure a clear view on adoption and developer activity beyond the speculative aspect. We will also review whether the project ensures proof of reserves and identify improvement levers relevant to fulfilling the roadmap.

5) Regulatory and Risk Assessment: Regulation is key for Web3 projects to scale. We will evaluate relevant regulatory landscape, requirements, and risks. In addition, we will review the company’s ability to mitigate risks and influence regulatory changes. We will perform a 360 review of the project’s risk management, procedures, and governance, as well as their dependencies on other Web3 projects or layer 1 solutions.