Prospective portfolio companies can be a start-up or in expansion phase and should have a business plan, which clearly shows the use of the capital to grow the business and to achieve a return to the investors over a 3-6 year time frame.Prospective portfolio companies should have a business plan, which clearly shows the use of the capital to grow the business and to achieve a return to the investors over a 3-5 year time frame.
The business plan should include:
- a summary of the existing business operations, with financial statements
- a description of the management team and organisational structure
- the business model, including the strategic plan, business and revenue model
- financial projections for the next 3 to 5 years
- a schedule and description of the use of funds
Timing: Typically three or more months are needed between first contact and disbursement of funding. An investment requires the approval of our Investment Committee
- Short written two-page description of the opportunity ("teaser")
- Non-disclosure agreement
- Detailed business plan for the next 3-5 years with financial figures.
- Term sheet
- Due diligence
- Investment decision
- Legal documentation