Investment Process

Screening Meeting

We start the venture capital investment process with an in-depth phone conversation to determine if there might be a good fit. If we decide to move forward, we will arrange a meeting with one or more of our partners.

Discovery

The Discovery Phase is a one to two hour meeting with our Partners. We will ask you to present your business plan including appropriate financials. We will have a Q and A to determine the most appropriate next steps.

Due Diligence

During the due diligence process we will undertake a thorough review of your company to determine if it make sense for us to work together. We will examine your business plan, analyze your product and market opportunities, review your financials in-depth and evaluate your sales effort.

We may also ask to speak with current customers and those who may influence the use of your product. We ask you to be open and responsive to our inquiries because we believe that this process will help insure a good fit and the potential for a lasting partnership.

Term Sheet Negotiation

After successful completion of the due diligence process we will negotiate a potential deal. If all signs are positive we will offer you a Term Sheet with the specifics of our proposed deal. Our goal will then be to reach agreement on terms.

Funding & Beyond

When we have reached agreement on all terms and conditions the necessary legal documents will be finalized and we will provide funding as outlined in our term sheet. It is important that we stay in touch throughout our relationship and will look forward to periodic meetings. We will expect that you regularly provide financial and other reports that we agree to share. We may ask for a seat on your board should we decide that it may be mutually beneficial.

Want to learn more?
Get in touch
Contact Us