Investment Criteria - We are extremely selective in our Mission Plan and be advised that we may only review a handful of potential investment targets per year and may or may not make any investments for a lengthy period of time.  There is absolutely no guarantee of successful funding. 

  • Innovative, profit driven, experienced Founder/CEO.
  • Talented and experienced management team.
  • Product or service that makes sense.
  • Strong market positions and product portfolio.
  • Stable cash-flows.
  • High returns on internally invested capital.
  • Attractive prospects for organic or acquisition-based growth.
  • Sustainable ROI.
  • Buy-out in three to four years.
  • Presentation of a professional, tight, concise Private Placement Memorandum.
  • Pro-forma statements that don’t go off the chart.
  • We do not take any funds from an investment target at any point of the evaluation/approval period of any transaction.

 

What we are not looking for:

  • An ‘Emergency’ Capital Investment.
  • Day-to-day responsibilities – You run the company.
  • An email pen pal during the due diligence or after the investment – provide update every quarter.
  • Excessive Founder/ Key Management compensation.