Approach

Investment Process

We focus on early-stage investments, incubating and developing businesses from scratch; backing great management teams;  exercising significant strategic involvement; remaining agnostic on control vs. non-control, with a requirement for significant influence.

Process Timing Main Activities Tools / Documentation
1 Continuous
  • Macro analysis
  • Industry analysis
  • Company analysis
  • Financial databases
  • Conferences
  • Relationships
2 Continuous
  • Shortlisting of targets
  • Fact finding
  • Initial introduction
  • Fact sheet
  • SWOT analysis
  • Draft LoI
3 1 to 2 months
  • Preliminary discussion with target management
  • Internal discussion with investment committee
  • Target company visit
  • Questionnaires
  • Risk assessment
  • Management presentation
4 5 to 8 months
  • Deal structuring
  • Target valuation
  • Comprehensive due diligence
  • Drafting agreements
  • Final LoI
  • Term sheet
  • Transaction documents and agreements
  • DD checklist
5 5 to 10 years
  • Performance monitoring
  • Strategic plan review
  • KPI report
  • Strategic plan
  • Periodic management accounts
6 1 to 3 months
  • Evaluation of exit avenues
  • Negotiation on extension
  • Contracts
  • Liquidity event

“We focus primarily on rapidly scalable businesses that efficiently serve multiple customers in multiple, discrete, repeat transactions driven either by regulation, need, or desire…”

Our rigorous and disciplined investment process enables us select unique assets, invest and create sustainable value