Process

Your time is valuable.

Our process is straightforward and efficient. We are capable of completing investments in as little as 60 days.

  • 30-minute introductory conversation to learn about your story & values - and see if we can help.

  • We sign a mutual non-disclosure agreement promising to protect each other's confidential information.

  • We will request some basic information on your business (e.g., financials, employees, your desired future role) in order to evaluate a potential partnership proposal. We are students of your business and are happy to work with whatever information is readily available.

  • Based on the information provided, we will provide you with a simple proposal for a partnership with your business. If you agree and want to move forward, we would both sign the letter of intent (non-binding) and proceed with due diligence.

  • We can complete a fulsome due diligence process in 30-60 days

  • We are capable of completing processes in 60 days or less. Your time is valuable, and we try to be as efficient as possible