We invest in people first and ideas second. We look for people who have the
extraordinary will and the superior ability to build a business. To begin the evaluation
process we need an Executive Summary that briefly describes three areas:
- The management team and why their
experience and skills will make your company great.
- Some information
that would enable us to quantify what you are looking to sell or
what you are looking to finance and why you think that we might be
interested in working your firm.
- High level numbers showing revenue
expectations, profitability projections, capital needs, market share and company valuation
estimates. A three year overview works best.
|After our initial assessment and a
decision to pursue a venture, we do the following:
- We assess the management team as
individuals and as a team. We check references.
- We assess the competitive advantage of
the product or service and its long-term ability to hold competitors at bay.
- We evaluate the market, calling upon
industry experts and potential customers to help us assess chances of success for the
proposed product or service.
- We assess the business model and
determine if it is consistent with the character of the product or service and the
- We discuss our findings and our ideas
with you and endeavor to form a mutual plan for how we might
together build a much larger and more profitable company.
- We propose terms that meet the
agreed upon needs of the company.