【NYLife360内部资料】考察项目情况的简易Check List:https://nylife360.com/archives/10937
1.团队背景 ,是否是crypto native;之前工作经验背景;学历背景 ;团队location在哪里?如果在中国的话,风险相对比较大,需要出国发币。
Team background: crypto native or not, previous work experience background; educational background, where is the team location? If you are in China, the risk is relatively high, and you need to go abroad to issue currency.
2.融资方背景,机构是否比较强
Investor background, whether the institution is relatively strong.
3.媒体的关注量用户量,包括twitter,telegram,discord等
The amount of social media attention and users, including Twitter, telegram, discord, etc.
4.顾问的背景
Advisor’s Background
5.已经融资了多少钱,估值怎么样。 后面一轮要融多少钱,估值如何,这一轮在谈的机构有哪些,谈到什么程度了。钱怎么用?每个月现在花费多少?
How much money has been raised and what is the valuation? How much money will be raised in the next round, what is the valuation, which institutions are being discussed in this round, and how are the statutes? How will the money be used? How much does it cost each month now?
其他重要相关问题:
Other important related questions:
准备考虑什么时候发币
When plan to issue tokens/ NFT, what would be the turning point?
打分列表:Score list
上币: List on Exchange
1.上币可能性(满分5分)Posibility:
2.上币迫切性(满分5分)Urgency
3.上币购买力(满分5分)Purchasing capacity
孵化incubator
1.项目是否足够好
1)行业情况
2)业务与产品(目标用户、产品功能、核心技术)
3)项目市场竞争力(合作方、护城河等)
4)团队背景
A.行业人脉网络;
B.能力:技术背景、营销能力、是否是crypto native
C.品德、道德如何
5)代币经济模型
6)项目运营(PR、推广政策与情况、社区人数与热度)
Incubator
- Is the project good enough?
1) Industry situation
2) Business and products (target users, product functions, core technologies)
3) Project market competitiveness (partners, moats, etc.)
4) Team background
- Industry network.
- Ability: technical background, marketing ability, whether it is crypto native
- Morality and morality
5) Token Economic Model
6) Project operation (PR, promotion policy and situation, community number and popularity)
进阶Advanced checklist:
一。机会:
1.解决了什么原本没有被解决的问题?原来的解决方案是什么?为什么不够好
2.消费者是谁
3.为什么他们要购买
4.是否真的需要这个东西?是刚需还是痒点?用户愿意付钱购买吗?愿意付多少钱购买?使用频次如何?
5.项目是否一定需要用区块链技术解决,还是说只是蹭区块链热点
6.区块链技术是否对于效率有极大提高
One】 opportunity:
- What problem was solved that was not solved before? What was the original solution? why the original one is not good enough?
- Who are the consumers?
- Why they should buy it?
- Is this thing necessary? Is it rigid demand or not that essential? Are users willing to pay for it? How much are you willing to pay for it? How often is it would be used?
- Whether the project must be solved with blockchain technology or is it just a fake hot topic of blockchain
- Does blockchain technology greatly improve efficiency?
二。品类
1.品类处于什么阶段?
1)品类是否过早或者过晚?(过晚的情况,比如交易所赛道、想做下一个opensea的话难度也较大,考虑到头部玩家的先行者效应和网络效应)
2)比如gamefi相对于dao就更加成熟,竞争更加激烈
2.品类的天花板上限有多少
3.产品的物质卖点是什么
4.能否用一句话把这个产品说明白(能否在web 2中找到对应映射,web2的东西都能在web 3中重做一遍)
Two】 Category
- What stage is the project category best fit?
1) Is the category too early or too late? (In the case of too late, such as the exchange track, if you want to be the next open-sea, it would be more difficult, considering the pioneer effect and network effect of the top players)
2) For example, gamefi is more mature than dao, and the competition is more intense
- What is the ceiling of the category?
- What is the material selling point of the product?
- Can you explain this product in one sentence (can you find the corresponding mapping in web 2, everything in web 2 can be redone in web 3)
三。商业模式
1.新技术(能否在技术上产生壁垒)
2.渠道(是否有具有壁垒的营销渠道)
3.品牌(是否有持续让品牌产生差异化的品牌形象、品牌调性、品牌代言人、品牌精神卖点
Three】 Business model
- New technology (whether it can create technological barriers)
- Channel (whether there is a marketing channel with barriers)
- Brand (whether there are brand image, brand tone, brand KOL and brand spirit selling points that continuously differentiate the brand)
四。竞争格局
这个品类中的竞争者有哪些?相对他们来说,这个项目有什么优势和劣势
Four】The competitive landscape
Who are the competitors in this category? What are the advantages and disadvantages of the project relative to them?
四。代币经济学
1.代币经济学是否合理
1)是否预留足够给了社区、顾问等,还是把过多的代币留给团队自己
2)代币在不同轮次如seed、private、IDO、series A等轮次预留的代币是否合理,一般每个轮次的比例在4-10%比较正常
2.vesting 时间线(是否过短,比如如果在1年以内,可能太短,可能会带来过强的抛压,也考虑到当下熊市的情况可能会持续1-2.5年;比较常见的是24个月vesting,按月或按周线性解锁)
3.代币模型是单代币模型还是双代币模型?代币在其中项目中的作用是什么? 代币的激励机制和治理机制如何?代币经济学是否容易进入死亡螺旋?
Four】Tokens Economics,
- Whether token economics makes sense
1) Do you reserve enough for the community, advisors, etc., or do you leave too many tokens for the team themselves
2) Whether it is reasonable to reserve tokens in different rounds, such as SEED, Private, IDO, Series A, etc. Generally, the proportion of each round is 4-10%, which is normal
- Vesting timeline (Is it too short? For example, if it is within one year, it may be too short, which may bring too strong selling pressure. Also, considering that the current bear market may last for 1-2.5 years; The more common is 24-month vesting, which is unlocked linearly by month or week)
- Is the token model a single token model or a dual token model? What is the role of the token in the project? What are the incentives and governance mechanisms for tokens? Is tokenomics vulnerable to a death spiral?
五。项目roadmap
1.项目现在进展到什么阶段了?产品有stereotype了吗?
2.项目节奏是否合理?(现有的钱是否能够帮助项目方撑过可能的2年熊市?)
Five】 Project roadmap
- What stage is the project in now? Does the product have a stereotype?
- Is the project rhythm reasonable? (Can the existing money help the project survive in the next possible 2-year bear market?)
六。风险
1.技术风险(技术漏洞、技术被取代、接受成本高)
2.监管风险(在美国的话,被认定为证券的风险;团队在中国的话,发币的监管风险)
3.市场风险(教育市场成本太高、品类处于过于早期)
4.其他可能的风险
Six】risk
- Technical risk (technical loopholes, technology being replaced, high acceptance costs)
- Regulatory risk (in the United States, the risk of being identified as securities; if the team is in China, the regulatory risk of issuing currency)
- Market risk (the education market cost is too high, the category is too early)
- Other possible risks