Process
Our approach
From a first conversation to a board seat.
A partnership moves through five steps. Timing depends on the business and the diligence it needs.
Step 1: First conversation
You tell us what the business does, where it operates and what you need from an investor.
- Objectives, constraints and timing
- How much of the business you want to sell, and how much to keep
Result: a shared understanding of what you are looking for.
Step 2: Fit
We check the business against our sectors, geography and stage.
- An early answer if it falls outside our criteria
Result: a clear yes-to-continue or an early no.
Step 3: Diligence
We test the business before any capital is committed.
- How the business makes money, explained in a paragraph
- What makes it durable and hard to copy
- Whether the terms would hold up in a bad year
Result: a decision on whether to propose terms.
Step 4: Terms in writing
We agree the terms of the partnership with you in writing.
- Position size
- Board seat or observer role
- Holding structure and who holds title to what
- Reporting schedule and who receives it
- Timing of the commitment: at closing, or in agreed stages
Result: signed terms and committed capital.
Step 5: After closing
We take up the role set out in the terms. Management runs the business.
- Input on capital allocation
- Help when management asks for it
- Reporting on the agreed schedule
Result: an ongoing partnership, on the terms agreed.
The first step is a conversation.
A few lines on the business and what you need are enough to start.