Procedures to building assessments
Prior to committing funds to an investment opportunity, we will undertake a disciplined investment process. Our team methodically evaluates each investment opportunity to ensure it meets our investment criteria. Our first step is to assess client’s caliber, review the business plan and historical and projected financial information.
Next, we discuss the opportunity with client and propose a capital solution. To ensure a meeting of the minds occurs, we issue a one-page proposal with our key terms. If a mutual agreement exists, we conduct an on-site meeting and work through due diligence procedures. We formalize our key terms into a definitive Letter of Intent and if acceptable, proceed through a closing.