We carefully evaluate each investment opportunity that matches our criteria, and respond promptly to individuals who refer investments to us. Our first step is to analyze an investment candidate’s financial information and operating plan. Next, we seek to schedule a conversation with the investee's principals to learn more about the opportunity. If the opportunity passes initial investment analysis, we will issue a preliminary term sheet for review and discussion, which outlines the basic potential framework and economics of the contemplated transaction. A site visit follows. Once a term sheet has been signed by both parties, and the due diligence process has been completed, we strive for a quick closing. The time period from initial conversation to funding takes between 10 and 30 days.
