Project Financing - Services and Criteria

Currently, we prefer financing opportunities of $1 Million to $60 Million in operating firms with a clear and compelling competitive edge, good potential for market-segment dominance, and especially experienced and committed management.

We will consider selected venture-capital start-ups as well as government projects (BOT,BOOT). The criteria include an asset base (prior investment, collateral), active purchase orders, or a compelling competitive edge.

A package of coordinated financial instruments is likely to be offered through our network of contacts. These include short and long-term debt, equity purchase, factoring, debt-equity combination, bridge loans, revolving lines of credits or loans, factoring, inventory financing, LOC backing, etc. The objective is an efficient structure sufficient to support the business plan.

Process for projects over $250k

The preferred initial submittal is a full Business Plan. An application and checklist will be provided for initial research and review. Upon receipt of all the requested information the total package is then presented to the Portfolio Manager and/or Board of Directors.

Reasons Projects do not get funded

Major reasons projects do not get funded when presented to a potential investor:

1. Presentation unprofessional or weak proposal.

2. Management lack of seasoned management.

3. Strategy poor or unrealistic strategy, market penetration, timing, and unsubstantiated projections.

4. Economics lack of compelling economics and market size that is based on the state of the economy and a project’s financial projections.