Process

PROCESS_option2_MasonInvestment Process

When entrepreneurs seek funding from Advantage Capital Partners, they must first submit a business plan. We then initiate a thorough process, including operational and financial due diligence and investment committee review, to determine whether it is compatible with our investment criteria, industry focus and overall portfolio configuration.

Submit Business Plan

Advantage Capital welcomes the opportunity to discuss your company’s financing needs. Generally, we find that entrepreneurs’ operational and financial visions are best communicated when they submit a concise business plan that discusses the company’s product, service, industry and history, as well as management and ownership.

The plan should also include an overview of the use of proceeds, market and competitive analysis, financial history and projections. Please click below to submit your business plan.

Submit Plan