Investment Process

We follow a 5-step process for evaluating and investing in high potential opportunities. We accept applications in the Dealum platform on a rolling basis, so the typical funding cycle occurs within 2–4 months of application submission, depending on when you enter our cycles and how prepared you are.

1. Pre-Screening

Applications are reviewed by a select group of members and the management team based on Investment Criteria.

2. Screening

Applications that meet our criteria are invited to present at our screening meetings to a subset of our membership. We generally hold two (2) screening meetings on the 2nd and 3rd Tuesday of the month. Your screening meeting lasts 40 minutes, giving you an opportunity to present your opportunity followed by a Q&A session.

3. Investment Meeting

At the investment meeting, you will be allotted 10 minutes to pitch, followed by 15 minutes of Q&A by all our members. If required, you may be able to bring key team members to the investment meeting. If you were introduced, If approved by the screening committee, your company will be invited to pitch to our full membership at one of our monthly investment meetings. You will be contacted by one of our Due Diligence Analysts prior to the investment meeting to begin preparing a due diligence folder. At the investment meeting, you will be allotted 10 minutes to pitch, followed by 15 minutes of Q&A  with all of our members.

4. Due Diligence

After your presentation and Q&A at the investment meeting, our members will have a chance to discuss your investment opportunity. If investors express interest, the due diligence process will be arranged with a Due Diligence Lead and Due Diligence Analyst. During due diligence, our team will verify the statements made in your business plan, presentation, and financial projections.

They will thoroughly research your team’s background and track record and will often conduct calls with customers and vendors. An initial discussion of valuation and terms will happen early in due diligence to make sure the two parties are aligned. We will also schedule at least one meeting where our interested members may also ask further questions. If you play an active role in facilitating this process, then it will help to expedite a final investment decision.

5. Term Sheet Negotiation and Funding

After successful completion of the due diligence process, our Due Diligence Lead will identify our interested angel investors. We will then work with you on finalizing the term sheet for presentation to our investors. That term sheet will define the structure of the proposed investment deal, including the type of equity, investor rights, and board of directors’ representation. When all parties are satisfied with the terms and language contained in the term sheet, the term sheet is executed, and full documentation is processed reflecting the agreed-upon terms. Funds are then transferred.

Ready to Apply?

If you’ve read all about our Investment Criteria and our Investment Process polished your business plan and perfected your presentation, you are now ready to fill out our application.