Path to Investment
Every idea and every business venture is unique. We evaluate each
opportunity and tailor our support to suit its specific needs. We
try to make the investment process as efficient as possible; our process
generally takes from four weeks to several months, with an average
period of six to eight weeks to funding. We can move more quickly
if the situation demands. Our process generally follows five steps:
- Submit a business concept to us. The ideal format is a two- to
five-page executive summary or business plan. We review it and respond
generally within two to four weeks.
- If the proposal appears to be a potential match for our firm,
one of our investment professionals be in contact.
- After an initial meeting, we can usually tell if a company and
our firm are likely a fit. If so, we'll perform some initial due
diligence, such as speaking with personal, industry and/or customer
references. If this diligence proves positive, we'll dive into deeper
market, technical and team diligence with assistance from the company's
team.
- If research results are positive, we'll bring the company in for a presentation and conversation with our full partnership. We seek consensus among our partners to ensure the company will have our firm's full support.
- We then complete any outstanding diligence and move to negotiations to agree upon valuation, terms and conditions. With negotiations completed successfully, we complete final documentation and funding.
Every investment we make is a personal commitment, knowing that we will work together for many years to come.