Taking Inventory: What Do You Have to Trade for Equity?

Created by Chris Moore | Dealmaker Wealth Society

0 of 10 questions answered

This proprietary worksheet helps you identify exactly what value you bring to equity partnerships. Complete each section thoroughly—your answers will become your value proposition.

1

Skills & Expertise Inventory

List your top 5-10 skills that solve expensive problems for businesses:

Examples: Digital marketing, process optimization, financial modeling, sales systems, recruiting, etc.
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2

Industry Knowledge

What industries do you deeply understand? List years of experience in each:

Industry + Years of Experience
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3

Network & Relationships

Who do you know that could be valuable to businesses? Categorize your connections:

Decision makers, service providers, influencers, potential customers, talent, capital sources...
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4

Proven Track Record

What measurable results have you achieved? Include numbers, percentages, and timeframes:

Examples: Grew revenue by 150% in 18 months, Reduced costs by $200K annually, Built team from 5 to 50 employees...
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5

Available Time Commitment

How much time can you realistically dedicate to equity partnerships?

Hours per week, preferred engagement model...
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6

Unique Advantages

What do you have that others don't? (Certifications, licenses, geographic presence, cultural expertise, etc.)

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7

Problems You Can Solve

List 5 specific business problems you're uniquely qualified to solve:

Be specific: 'Generate consistent B2B leads for SaaS companies' not just 'marketing'
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8

Your Value Proposition

Synthesize everything above into a compelling statement:

"I help [type of business] achieve [specific outcome] by providing [your unique combination]."
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9

Ideal Partnership Profile

Based on your inventory, what type of business is the perfect fit for your value?

Industry, size, specific problems, growth stage...
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10

Action Items

What will you do in the next 30 days to start landing equity partnerships?

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