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.