Stage Right Investment Process
1. The hello
Our investment process begins by exploring the steps that create our transaction together and how that links to a potential exit transaction.
2. the facts
Once aligned, we conduct a rigorous review commencing with the facts (financial information and objective data) about the enterprise. We aim to strike a balance between objective facts and the subjective reasons for market opportunities.
3. the exit
We explore strategic exits and liquidity for investors based on the vision, industry, and company lifecycle. Many solutions and scenarios are considered before we arrive at the ideal match benefiting investors as well as company owners.
4. The Plan
A solid plan is put in place to achieve the Exit based on solid growth initiatives. Resources are procured, decisions are made, and the company executes on the plan. Accountability, transparency, and controls are instituted at important milestones.
5. The Investors
Initiating a potential investor/portfolio company relationship is not taken lightly and our process aims to arrive at a fruitful and transparent partnership filtered through realistic pursuits for all parties with clear criteria and well-defined capital initiatives.
6. The Non-Negotiable
The most important thing in building a successful business? Patience. Whether applying for STAGE RIGHT VENTURES or external capital, signing on of new investment clients follows a detailed process aimed at uncovering the truth and context of a particular situation. All interested parties need to be prepared for the time it takes to sufficiently complete the process.