Material describing an investment opportunity should answer the following questions:

• What makes your product or service unique in the marketplace?
  - Why do your customers buy it?
• How do these product or service attributes compare to the competition?
• What makes your product or service offering sustainable?
• What is the size and growth rate of your target market?
• What is your share of the market?
• What is the composition of your customer base?
• How do you access and attract your customers?
• Do you operate in a regulated industry?
  - If so, describe the environment and your associated regulatory status.
• Is the company reliant on a few large customers, suppliers, or commodity prices?
  - If so, describe factors that mitigate these potential risks.
• How do you plan to grow?
• Who are the key members of management?
  - Provide specific examples of prior successes.
• What are your last three years financial results (income statement, balance sheet and cashflow)?
  - Are your financial statements audited?
• What is your three year forecast of financial results and associated assumptions?
• Who owns the company?

Our investment process typically involves the following steps:

• Sign confidentiality agreement
• Preliminary information exchange
• Further business due diligence
• Detailed Letter of Intent or Term Sheet
• Signoff by company
• Final/confirmatory business due diligence, legal and accounting due diligence and legal documentation
• Closing

Assuming the smooth flow of information, an investment can close within 3-6 months.