Main Goal

The primary objective of this project is to create a comprehensive draft business plan for a Canadian VC fund specializing in dual-use technology. This project is best suited for upper-level undergraduate or graduate students with prior exposure to business research, finance, or related fields. This plan will account for:

• Current market dynamics.
• Trends in the Canadian VC ecosystem.
• Existing funds with a similar focus.
• Potential startups.
• Likely Limited Partners (LPs) who would invest in this fund.

Students will utilize their research and AI skills to compile, synthesize, and present the information in a structured and well-formatted report. They will be provided with resources such as Crunchbase and paid versions of AI tools to support their research and analysis. For instance, they might use ChatGPT to draft initial sections of the business plan based on gathered data, or NotebookLM to organize research findings into actionable insights.

Company Overview

At Wealth Capital Connections, we specialize in providing strategic advice and expertise to businesses operating within capital markets, particularly venture capital firms. We are passionate about fostering innovation and delivering impactful solutions that enable our clients to navigate complex financial landscapes and achieve their goals. This project offers students an opportunity to gain insights into venture capital and dual-use technology while contributing to an impactful and innovative initiative.

Project Scope and Expectations

Timeline: The project is designed to be completed within 6 weeks, allowing students to balance workload effectively and meet all deliverables.

During this project, students will:

1. Conduct thorough research on the Canadian VC ecosystem, identifying key trends, opportunities, and challenges.
2. Identify existing funds that focus on dual-use technology and analyze their strategies.
3. Explore potential startups and evaluate market opportunities.
4. Research LPs likely to invest in dual-use technology-focused funds.
5. Utilize AI tools (e.g., ChatGPT, NotebookLM) to:

• Gather data efficiently.
• Generate insights from the collected data.
• Create a structured and detailed business plan.

1. Self-learn and refine research skills using AI tools while receiving guidance on how to approach research and specific topics like Venture Capital.

Project Details

Tasks and Milestones:

1. Research:

• Investigate the Canadian VC landscape and dual-use technology trends.
• Identify key stakeholders, funds, and LPs in the ecosystem.
• Evaluate the feasibility of various startups in this space.

1. Analysis and Compilation:

• Use AI tools to process data and generate insights.
• Structure research findings into a coherent narrative.

1. Business Plan Drafting:

• Develop a draft business plan for the fund, including:
• Executive Summary.
• Market Analysis.
• Fund Strategy and Objectives.
• Potential LP Profile.
• Financial Projections and ROI Metrics.
• Operational Plan.

Final Deliverables

Confidentiality Requirement: Students will be required to sign a Non-Disclosure Agreement (NDA) to ensure all research and outputs are handled securely.

1. A well-documented research package outlining all findings.
2. A draft business plan for the Canadian VC fund, incorporating best practices expected in a professional VC business plan.

Deliverables must be uploaded to the platform as structured documents, including research notes, analysis summaries, and the draft business plan.