What is Vergent's Role in my Company?
We are an investment firm and take limited or no active role in your firm. On projects >$1M we typically accept a seat on your Board of Directors.
What type of ROI are you seeking?
Every investment is different however we expect a minimum of an annualized return of 8-10%.
What type of information should we provide?
- Business Plan
- Three year projected P&L and current Balance Sheet
- Stock Valuation Calculations
- Private Placement Memorandum (PPM)
- Subscription Agreement
- Evidence you have filed the Offering with the US Securities and Exchange Commission - Reg. D 506(c) Exemption Filing
How long does it take for you to make an investment decision?
3-5 weeks after receiving all of the above information.
Who do we deal with in your firm?
A Senior Managing Partner will be appointed to interact directly with your Founder/President.
Where do we start?
Forward your Executive Summary and three year projected P&L statement.
Is there any charges for you to evaluation our venture?
Absolutely not. If we accept your concept we expect to spend $10,000 to $25,000 for our due diligence procedures. We do not ever charge any fees to an investment target.