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| Investment
Process |
When a business plan
is received in any one of our offices it is numbered, logged
and initially reviewed by at least one member of the investment
staff. The plan is assessed to determine its compatibility with
our investment criteria, industry focus, and overall portfolio
configuration.
Relatively few business plans make it past this initial qualification
process, but those that do undergo a higher level of scrutiny
as the investment staff analyzes the company and its industry.
At this stage the company's management will be invited to
present their plan to members of our investment staff. Preliminary
meetings help us assess the company's level of human, organizational,
technical, financial, and marketing resources. If we are sufficiently
interested after the initial review and presentation, we may
then present a broad outline of the type of investment we
would consider making.
Provided the parties continue to be interested in arranging
an investment, we will begin an in-depth operational and financial
due diligence of the company. After concluding our analysis,
we may then be in a position to present and negotiate a term
sheet specifically addressing issues such as the size of our
investment, the investment instrument, the ownership percentage
of the company it would represent, voting and control provisions
and board representation. Our investment would be conditioned
upon satisfactory conclusion of due diligence and final approval
by the firm's Investment Committee. After approval by our Investment
Committee, legal documentation commences, due diligence concludes,
and, presuming everything is in order, funding occurs.
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| Submit
Business Plan |
Advantage welcomes the opportunity to discuss
your company's financing needs. Generally, we find that entrepreneurs'
operational and financial vision are best communicated when
they submit a concise business plan. The plan should discuss
the company's industry and the company's product and service,
the company's history, its management and its current ownership.
In addition, the plan should include an overview of the use
of proceeds, market and competitive analysis, financial history,
and financial projections. We prefer to receive business plans
in electronic form. Please click below to upload a business
plan into our system.
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